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Name Holding Trade Value Shares
Change 		Change in
Stake
JJBC
1301
James J. Burns & Company
New York
$202K +$175K +1,753 New
IBOK
1302
Independence Bank of Kentucky
Kentucky
$202K – – –
ACM
1303
Advisors Capital Management
New Jersey
$201K -$53.4K -534 -23%
WP
1304
WealthPLAN Partners
Nebraska
$201K -$57K -570 -25%
BSSFA
1305
Baron Silver Stevens Financial Advisors
Florida
$200K -$45.2K -452 -21%
ZBNA
1306
Zions Bancorporation, National Association
Utah
$199K -$2.7K -27 -2%
ME
1307
McIlrath & Eck
Washington
$196K -$5K -50 -3%
MMCM
1308
Murphy & Mullick Capital Management
New York
$194K +$10K +100 +7%
SMFG
1309
Sumitomo Mitsui Financial Group
Japan
$190K +$168K +1,675 New
T
1310
Tidemark
California
$185K -$98.8K -988 -38%
CFO
1311
CVA Family Office
Colorado
$184K -$2.3K -23 -1%
BCV
1312
Banque Cantonale Vaudoise
Switzerland
$178K -$169K -1,690 -52%
PWA
1313
Provenance Wealth Advisors
Florida
$176K +$45.5K +455 +42%
PP
1314
PFS Partners
New Jersey
$176K – – –
FCT
1315
First Community Trust
Iowa
$175K +$152K +1,515 New
KB
1316
Kimelman & Baird
New York
$173K – – –
STB
1317
S&T Bank
Pennsylvania
$173K – – –
SN
1318
Sittner & Nelson
Oregon
$171K +$10K +100 +7%
PP
1319
Pacifica Partners
Canada
$169K – – –
MME
1320
Meag Munich Ergo
Germany
$162K – – –
TIM
1321
Tortoise Investment Management
New York
$162K – – –
ADL
1322
Asset Dedication LLC
California
$158K – – –
JWA
1323
JFS Wealth Advisors
Pennsylvania
$153K – – –
RA
1324
Rise Advisors
New York
$150K -$500 -5 -0.4%
BONH
1325
Bank of New Hampshire
New Hampshire
$150K – – –
51 52
53
54 55