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Name Holding Trade Value Shares
Change 		Change in
Stake
MAWA
1401
Moss Adams Wealth Advisors
Washington
$550K -$48K -589 -8%
MA
1402
MKT Advisors
California
$550K -$4.48K -55 -0.7%
BTC
1403
Bank & Trust Company
Illinois
$549K +$574K +7,047 New
MBT
1404
Montecito Bank & Trust
California
$548K -$42.9K -527 -7%
SWM
1405
Salvus Wealth Management
New Jersey
$548K -$407 -5 -0.1%
GC
1406
Gratus Capital
Georgia
$547K +$188K +2,310 +49%
BC
1407
Broadwater Capital
Massachusetts
$546K -$97.7K -1,200 -15%
HHRDM
1408
H&H Retirement Design & Management
Nevada
$543K +$173K +2,124 +43%
DJSG
1409
D.J. St. Germain
Massachusetts
$543K -$12.7K -156 -2%
MIM
1410
Moseley Investment Management
Florida
$543K -$66.8K -820 -11%
SP
1411
Stonebrook Private
Michigan
$542K -$63.4K -778 -10%
GL
1412
Graypoint LLC
New York
$542K -$237K -2,916 -30%
FC
1413
Financial Council
Maryland
$542K – – –
CWS
1414
Cypress Wealth Services
California
$540K +$69.2K +850 +14%
PAI
1415
Pittenger & Anderson Inc
Nebraska
$537K – – –
OIM
1416
Orca Investment Management
Oregon
$537K -$25.5K -313 -4%
CCM
1417
Cinctive Capital Management
New York
$532K -$378K -4,636 -40%
CAM
1418
Cidel Asset Management
Ontario, Canada
$531K +$53.3K +654 +11%
ACM
1419
Argent Capital Management
Missouri
$530K -$5.05K -62 -0.9%
BA
1420
Birinyi Associates
Connecticut
$529K -$81.4K -1,000 -13%
CSC
1421
Caldwell Sutter Capital
California
$529K -$9.53K -117 -2%
LRIA
1422
Leonard Rickey Investment Advisors
Washington
$528K +$50K +614 +10%
GM
1423
GeoWealth Management
Illinois
$528K -$325K -3,990 -37%
RLIM
1424
Red Lighthouse Investment Management
New York
$528K +$81 +1 +0%
PT
1425
Plimoth Trust
Massachusetts
$527K -$64.7K -794 -11%
55 56
57
58 59