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Name Holding Trade Value Shares
Change 		Change in
Stake
UB
951
UMB Bank
Missouri
$651K +$24.6K +187 +4%
LA
952
LexAurum Advisors
Kansas
$650K +$720K +5,481 New
GAA
953
Guardian Asset Advisors
Pennsylvania
$647K -$71.1K -541 -9%
HCM
954
Howland Capital Management
Massachusetts
$645K -$2.5K -19 -0.3%
GWANC
955
Guardian Wealth Advisors (North Carolina)
North Carolina
$644K +$135K +1,025 +23%
HPC
956
Hobart Private Capital
North Carolina
$644K +$713K +5,427 New
LSPW
957
Lake Street Private Wealth
Illinois
$642K -$9.86K -75 -1%
CAM
958
Claret Asset Management
Quebec, Canada
$641K +$118K +897 +20%
JIC
959
Johnson Investment Counsel
Ohio
$640K -$31.9K -243 -4%
WA
960
Wealth Alliance
New York
$637K -$59.9K -456 -8%
ABLA
961
Alan B. Lancz & Associates
Ohio
$635K – – –
GPA
962
Garrison Point Advisors
California
$634K -$65.7K -500 -9%
LCM
963
Lazari Capital Management
California
$634K -$14.3K -109 -2%
WWM
964
Wolff Wiese Magana
California
$633K +$374K +2,850 +115%
SC
965
Sapient Capital
Indiana
$632K +$433K +3,294 +162%
BTI
966
Blue Trust Inc
Georgia
$630K +$199K +1,515 +40%
WP
967
Westmount Partners
California
$629K -$10.1K -77 -1%
LWM
968
Lakeridge Wealth Management
Ohio
$627K +$3.15K +24 +0.5%
RW
969
Rede Wealth
Virginia
$624K – – –
WAG
970
Winthrop Advisory Group
Massachusetts
$624K -$9.46K -72 -1%
FWM
971
Focused Wealth Management
New York
$621K -$42K -320 -6%
PIA
972
Prakash Investment Advisors
Massachusetts
$621K – – –
RA
973
Rubicon Advisors
California
$619K +$3.94K +30 +0.6%
SCP
974
Sivia Capital Partners
California
$618K -$408K -3,103 -37%
CIC
975
Crawford Investment Counsel
Georgia
$617K -$118K -900 -15%
37 38
39
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