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SLB Ltd
SLB

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
751
Montgomery Investment Management
Maryland
$303K -$18.4K -700 -6%
CAN
752
Cetera Advisor Networks
California
$303K -$4.32K -164 -1%
QPWM
753
Quadrant Private Wealth Management
Pennsylvania
$303K +$31.6K +1,202 +12%
MYIA
754
Mount Yale Investment Advisors
Colorado
$302K +$292K +11,094 New
BAIA
755
Bel Air Investment Advisors
California
$299K +$289K +10,988 New
BAM
756
Brave Asset Management
New Jersey
$298K – – –
ZIG
757
Zuckerman Investment Group
Illinois
$298K – – –
FT
758
Fiduciary Trust
Massachusetts
$294K -$70K -2,660 -20%
VWM
759
Venturi Wealth Management
Texas
$294K -$16.1K -611 -5%
SW
760
SVB Wealth
Massachusetts
$294K – – –
MBTD
761
Mechanics Bank - Trust Department
California
$292K +$19.2K +730 +7%
SMC
762
Smith, Moore & Co
Missouri
$291K – – –
WSC
763
Wellington Shields & Co
New York
$291K – – –
OPS
764
Orion Portfolio Solutions
Nebraska
$291K +$26.2K +996 +10%
KMWM
765
Keudell/Morrison Wealth Management
Oregon
$287K -$17K -644 -6%
PFPT
766
Pinnacle Financial Partners (Tennessee)
Tennessee
$286K +$26.2K +996 +10%
PAM
767
Peak Asset Management
Colorado
$284K +$4.74K +180 +2%
V
768
VeraBank
Texas
$283K – – –
NP
769
NorthRock Partners
Minnesota
$282K -$415K -15,750 -60%
IAIM
770
International Assets Investment Management
Florida
$282K +$143K +5,442 +89%
MIG
771
McGuire Investment Group
Rhode Island
$279K +$270K +10,273 New
GDP
772
Great Diamond Partners
Maine
$278K -$10.6K -401 -4%
IWP
773
Icon Wealth Partners
Texas
$278K +$269K +10,210 New
FNBTCON
774
First National Bank & Trust Co of Newtown
Pennsylvania
$277K -$12.1K -460 -4%
GC
775
GFG Capital
Florida
$275K – – –
29 30
31
32 33