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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
876
Trueblood Wealth Management
Ohio
$280K +$28.9K +366 +11%
SIG
877
Sargent Investment Group
Maryland
$280K -$10.2K -129 -3%
FA
878
Fountainhead AM
New Jersey
$280K -$7.11K -90 -2%
CLOS
879
Compagnie Lombard Odier SCmA
Switzerland
$278K -$292K -3,700 -51%
ACM
880
Ashford Capital Management
Delaware
$278K -$79K -1,000 -22%
RI
881
Ridgewood Investments
New Jersey
$277K – – –
CAG
882
Csenge Advisory Group
Florida
$275K -$94.4K -1,195 -25%
EWM
883
Evermay Wealth Management
Virginia
$274K -$11.8K -150 -4%
FLPIM
884
F.L. Putnam Investment Management
Massachusetts
$274K +$54.7K +692 +24%
GT
885
Glenview Trust
Kentucky
$274K +$7.9K +100 +3%
CCM
886
Coldstream Capital Management
Washington
$273K +$25.4K +322 +10%
AWE
887
Avidian Wealth Enterprises
Texas
$273K -$73.1K -925 -21%
DA
888
Doliver Advisors
Texas
$272K +$4.42K +56 +2%
FPAS
889
Focus Partners Advisor Solutions
Missouri
$272K +$278K +3,524 New
LOAMU
890
Lombard Odier Asset Management (USA)
New York
$270K +$277K +3,500 New
MGIA
891
Moneta Group Investment Advisors
Missouri
$269K -$52.5K -664 -21%
LA
892
LVW Advisors
New York
$269K -$4.27K -54 -2%
NIWA
893
New Insight Wealth Advisors
California
$267K – – –
BL
894
Balentine LLC
Georgia
$267K +$3.87K +49 +1%
MMA
895
Miracle Mile Advisors
California
$266K +$25K +316 +10%
CCWM
896
Cassaday & Co Wealth Management
Virginia
$266K +$272K +3,441 New
WANY
897
Wealthspire Advisors (New York)
New York
$264K -$11K -139 -4%
TWP
898
Tyche Wealth Partners
Texas
$264K -$26.9K -340 -9%
SOW
899
State of Wyoming
Wyoming
$263K +$225K +2,843 +505%
LFAS
900
Level Four Advisory Services
Texas
$262K – – –
34 35
36
37 38