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Name Holding Trade Value Shares
Change 		Change in
Stake
CST
1226
Charles Schwab Trust
Nevada
$623K +$17.9K +200 +3%
AFC
1227
AFT Forsyth & Company
Florida
$621K -$114K -1,275 -15%
TNA
1228
True North Advisors
Texas
$620K +$38.1K +426 +6%
PCA
1229
Purkiss Capital Advisors
Connecticut
$619K -$11.2K -125 -2%
FCP
1230
Fidelis Capital Partners
Florida
$617K -$45.1K -504 -6%
WAM
1231
Winslow Asset Management
Ohio
$616K -$30.3K -339 -4%
ME
1232
McIlrath & Eck
Washington
$615K +$55K +614 +9%
SFA
1233
Souders Financial Advisors
Ohio
$614K +$139K +1,555 +27%
IPW
1234
Inlet Private Wealth
Florida
$613K +$58.2K +650 +10%
RWM
1235
Revisor Wealth Management
Ohio
$612K +$14.7K +164 +2%
CCFM
1236
Clear Creek Financial Management
Washington
$612K -$47.8K -534 -7%
PP
1237
PDS Planning
Ohio
$610K -$48.2K -538 -7%
ISL
1238
Ingalls & Snyder LLC
New York
$610K – – –
FC
1239
Financial Council
Maryland
$610K +$24K +268 +4%
BTC
1240
Bank & Trust Company
Illinois
$609K -$6K -67 -0.9%
HW
1241
Hancock Whitney
Mississippi
$607K -$16.5K -184 -3%
QWM
1242
Quadcap Wealth Management
Texas
$605K +$36.1K +403 +6%
CWS
1243
Cypress Wealth Services
California
$604K +$1.7K +19 +0.3%
HR
1244
Hardy Reed
Mississippi
$603K -$359K -4,007 -36%
TPF
1245
Tribridge Partners Financial
Maryland
$602K +$621K +6,942 New
SAM
1246
Sompo Asset Management
Japan
$602K +$58.2K +650 +10%
AAS
1247
Ameritas Advisory Services
Nebraska
$599K -$852K -9,523 -57%
SFM
1248
Signet Financial Management
New Jersey
$597K -$2.69K -30 -0.4%
AWS
1249
Aspen Wealth Strategies
Colorado
$596K +$4.74K +53 +0.8%
OIM
1250
Orca Investment Management
Oregon
$594K -$1.25K -14 -0.2%
48 49
50
51 52