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Name Holding Trade Value Shares
Change 		Change in
Stake
AGC
1626
August Group Capital
$203K +$202K +1,261 New
CSA
1627
Cottage Street Advisors
Massachusetts
$203K +$202K +1,260 New
DIM
1628
Delta Investment Management
California
$203K +$202K +1,260 New
LA
1629
Lifeworks Advisors
Michigan
$203K +$202K +1,258 New
BCV
1630
Banque Cantonale Vaudoise
Switzerland
$202K -$50.7K -316 -20%
ANTB
1631
AMG National Trust Bank
Colorado
$202K +$201K +1,252 New
FMI
1632
F/M Investments
District of Columbia
$201K +$201K +1,252 New
CCP
1633
Clarkston Capital Partners
Michigan
$201K +$201K +1,250 New
SIA
1634
Strategic Investment Advisors
Michigan
$201K +$201K +1,249 New
WPIC
1635
White Pine Investment Company
Michigan
$201K +$201K +1,250 New
SWIM
1636
Smallwood Wealth Investment Management
New Jersey
$200K +$28.9K +180 +17%
SMFG
1637
Sumitomo Mitsui Financial Group
Japan
$197K +$188K +1,173 New
PMFA
1638
Plante Moran Financial Advisors
Michigan
$196K +$8.35K +52 +4%
PP
1639
PFS Partners
New Jersey
$192K – – –
KB
1640
Kimelman & Baird
New York
$181K – – –
OCM
1641
Osbon Capital Management
Massachusetts
$180K +$180K +1,120 New
OSNBOA
1642
Old Second National Bank of Aurora
Illinois
$179K – – –
GSWM
1643
Golden State Wealth Management
California
$178K – – –
HWP
1644
Highline Wealth Partners
California
$177K -$7.55K -47 -4%
EPAM
1645
Evelyn Partners Asset Management
$175K – – –
PWA
1646
Provenance Wealth Advisors
Florida
$174K -$115K -716 -40%
HNB
1647
Hilltop National Bank
Wyoming
$170K -$27K -168 -14%
AW
1648
Avion Wealth
Texas
$169K – – –
PFBT
1649
Parkside Financial Bank & Trust
Missouri
$164K +$118K +736 +258%
HWA
1650
HHM Wealth Advisors
Tennessee
$164K +$4.01K +25 +3%
64 65
66
67 68