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Name Holding Trade Value Shares
Change 		Change in
Stake
RDWM
1776
Red Door Wealth Management
Tennessee
$364K +$363K +3,492 New
FBT
1777
First Bank & Trust
South Dakota
$361K – – –
WPP
1778
Whalerock Point Partners
Rhode Island
$358K – – –
CAMG
1779
CWA Asset Management Group
Florida
$357K +$71.9K +691 +25%
JSL
1780
JT Stratford LLC
Georgia
$357K -$90K -865 -20%
MCCA
1781
Mill Creek Capital Advisors
Pennsylvania
$357K -$2.81K -27 -0.8%
CF
1782
Copperwynd Financial
Arizona
$357K +$12K +115 +3%
DWM
1783
Destination Wealth Management
California
$357K +$3.44K +33 +1%
CIS
1784
Continental Investors Services
Washington
$355K +$208 +2 +0.1%
EIP
1785
Ellis Investment Partners
Pennsylvania
$355K +$520 +5 +0.1%
WDG
1786
Wealth Dimensions Group
Ohio
$354K +$60.6K +582 +21%
WCWM
1787
Willow Creek Wealth Management
California
$352K -$729 -7 -0.2%
SQA
1788
Simon Quick Advisors
New Jersey
$351K +$351K +3,374 New
OFG
1789
Oxford Financial Group
Indiana
$351K +$2.71K +26 +0.8%
MPW
1790
Monterey Private Wealth
California
$350K +$30.3K +291 +9%
RW
1791
REDW Wealth
New Mexico
$350K +$10.6K +102 +3%
SWRP
1792
Summit Wealth & Retirement Planning
California
$350K -$248K -2,381 -41%
NWM
1793
Northcape Wealth Management
New York
$350K +$350K +3,359 New
GA
1794
GraniteShares Advisors
New York
$349K -$23.4K -225 -6%
PI
1795
PFS Investments
Georgia
$348K +$6.66K +64 +2%
EAM
1796
Evanson Asset Management
California
$348K -$2.39K -23 -0.7%
CIA
1797
Choate Investment Advisors
Massachusetts
$347K – – –
RZH
1798
Relyea Zuckerberg Hanson
Connecticut
$347K +$24K +231 +7%
SC
1799
Saturna Capital
Washington
$347K -$4.16K -40 -1%
HBT
1800
Hills Bank & Trust
Iowa
$347K -$36.9K -355 -10%
70 71
72
73 74