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Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1751
Constitution Capital
Connecticut
$406K +$79.1K +700 +24%
TC
1752
Trust Company
Kansas
$405K -$27.6K -244 -6%
SCM
1753
Schnieders Capital Management
California
$405K +$28.6K +253 +8%
FNBOH
1754
First National Bank of Hutchinson
Kansas
$402K -$19.7K -174 -5%
AIA
1755
Alera Investment Advisors
Illinois
$402K +$23.7K +210 +6%
JMFC
1756
J.M. Forbes & Co
Massachusetts
$400K – – –
MCP
1757
Mirador Capital Partners
California
$398K -$9.16K -81 -2%
TWM
1758
Tolleson Wealth Management
Texas
$398K – – –
MFA
1759
Mayflower Financial Advisors
Massachusetts
$397K +$47.6K +421 +13%
MIM
1760
Moseley Investment Management
Florida
$397K +$142K +1,259 +55%
BCM
1761
Boltwood Capital Management
California
$396K -$40.7K -360 -9%
SG
1762
Stonnington Group
California
$395K -$5.54K -49 -1%
THWM
1763
Taylor Hoffman Wealth Management
Virginia
$395K -$5.09K -45 -1%
RWA
1764
River Wealth Advisors
Pennsylvania
$395K -$4.63K -41 -1%
CBN
1765
Cadence Bank NA
Texas
$395K +$7.69K +68 +2%
GPFA
1766
Game Plan Financial Advisors
Ohio
$394K -$8.48K -75 -2%
FWM
1767
Fairhaven Wealth Management
Illinois
$394K -$3.96K -35 -1%
GWM
1768
GSB Wealth Management
Connecticut
$394K +$1.47K +13 +0.4%
TWP
1769
Tempus Wealth Planning
California
$394K +$398K +3,520 New
FMWA
1770
Forvis Mazars Wealth Advisors
Missouri
$393K -$83.1K -735 -17%
CFO
1771
CVA Family Office
Colorado
$392K +$304K +2,689 +328%
RWA
1772
Ropes Wealth Advisors
Massachusetts
$390K – – –
CI
1773
CX Institutional
Indiana
$390K +$7.91K +70 +2%
SAM
1774
Strategy Asset Managers
California
$389K +$14.5K +128 +4%
WPP
1775
Whalerock Point Partners
Rhode Island
$388K – – –
69 70
71
72 73