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Name Holding Trade Value Shares
Change 		Change in
Stake
ANTB
1626
AMG National Trust Bank
Colorado
$202K +$201K +1,252 New
FMI
1627
F/M Investments
District of Columbia
$201K +$201K +1,252 New
CCP
1628
Clarkston Capital Partners
Michigan
$201K +$201K +1,250 New
SIA
1629
Strategic Investment Advisors
Michigan
$201K +$201K +1,249 New
WPIC
1630
White Pine Investment Company
Michigan
$201K +$201K +1,250 New
SWIM
1631
Smallwood Wealth Investment Management
New Jersey
$200K +$28.9K +180 +17%
SMFG
1632
Sumitomo Mitsui Financial Group
Japan
$197K +$188K +1,173 New
PMFA
1633
Plante Moran Financial Advisors
Michigan
$196K +$8.35K +52 +4%
PP
1634
PFS Partners
New Jersey
$192K – – –
KB
1635
Kimelman & Baird
New York
$181K – – –
OCM
1636
Osbon Capital Management
Massachusetts
$180K +$180K +1,120 New
OSNBOA
1637
Old Second National Bank of Aurora
Illinois
$179K – – –
GSWM
1638
Golden State Wealth Management
California
$178K – – –
HWP
1639
Highline Wealth Partners
California
$177K -$7.55K -47 -4%
EPAM
1640
Evelyn Partners Asset Management
$175K – – –
PWA
1641
Provenance Wealth Advisors
Florida
$174K -$115K -716 -40%
HNB
1642
Hilltop National Bank
Wyoming
$170K -$27K -168 -14%
AW
1643
Avion Wealth
Texas
$169K – – –
PFBT
1644
Parkside Financial Bank & Trust
Missouri
$164K +$118K +736 +258%
HWA
1645
HHM Wealth Advisors
Tennessee
$164K +$4.01K +25 +3%
SN
1646
Sittner & Nelson
Oregon
$164K -$3.21K -20 -1%
PWA
1647
Physician Wealth Advisors
Utah
$163K +$1.45K +9 +0.9%
FMTCOCP
1648
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$161K – – –
CBT
1649
Crews Bank & Trust
Florida
$161K – – –
AT
1650
Avalon Trust
New Mexico
$161K +$161K +1,000 New
64 65
66
67 68