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Name Holding Trade Value Shares
Change 		Change in
Stake
MBT
1651
Montecito Bank & Trust
California
$386K -$232K -2,249 -36%
CCM
1652
CAAS Capital Management
New York
$385K -$12.4K -120 -3%
HCM
1653
Hall Capital Management
Rhode Island
$383K -$26.6K -257 -6%
OIA
1654
Optimum Investment Advisors
Illinois
$383K -$6.72K -65 -2%
FSBI
1655
Fearless Solutions (Best Invest)
Texas
$383K -$30.5K -295 -7%
OWA
1656
Octavia Wealth Advisors
Ohio
$383K -$27.9K -270 -6%
WW
1657
Waterfront Wealth
Kansas
$383K -$207 -2 -0.1%
WQ
1658
Wealth Quarterback
New Jersey
$382K +$827 +8 +0.2%
DC
1659
DeDora Capital
California
$382K -$23.2K -224 -5%
BA
1660
Ballast Advisors
Minnesota
$380K -$14.7K -142 -4%
WH
1661
Willner & Heller
California
$380K +$413 +4 +0.1%
CCA
1662
Cobblestone Capital Advisors
New York
$380K -$263K -2,544 -40%
JWA
1663
JFS Wealth Advisors
Pennsylvania
$379K +$47.8K +462 +14%
EA
1664
Everpar Advisors
Oklahoma
$378K +$930 +9 +0.2%
ZIG
1665
Zullo Investment Group
Pennsylvania
$378K -$8.79K -85 -2%
SPF
1666
South Plains Financial
Texas
$377K -$67.1K -649 -14%
VNA
1667
Valley National Advisers
Pennsylvania
$377K -$47.6K -460 -11%
NAS
1668
Nicolet Advisory Services
Wisconsin
$377K +$161K +1,562 +54%
PFW
1669
Petros Family Wealth
Minnesota
$376K +$4.96K +48 +1%
PA
1670
Promethium Advisors
Maryland
$375K -$1.16M -11,209 -75%
IA
1671
IFG Advisors
Missouri
$375K – – –
HWM
1672
HRC Wealth Management
Idaho
$374K +$620 +6 +0.2%
RSF
1673
Rik Saylor Financial
Ohio
$374K +$724 +7 +0.2%
HIC
1674
Holderness Investments Company
North Carolina
$372K +$207 +2 +0.1%
FA
1675
Fountainhead AM
New Jersey
$372K +$88.3K +854 +29%
65 66
67
68 69