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Name Holding Trade Value Shares
Change 		Change in
Stake
SF
801
Summit Financial
New Jersey
$394K -$639 -3 -0.2%
DWT
802
Dorsey & Whitney Trust
South Dakota
$393K -$3.83K -18 -0.9%
MA
803
Montag & Associates
Georgia
$392K – – –
SWA
804
Sax Wealth Advisors
New Jersey
$390K -$25.4K -119 -6%
PP
805
Patron Partners
Texas
$388K -$852 -4 -0.2%
RYIA
806
Roehl & Yi Investment Advisors
Oregon
$387K -$1.06K -5 -0.3%
OWP
807
Obermeyer Wealth Partners
Colorado
$387K – – –
MW
808
Marble Wealth
Alabama
$386K +$1.49K +7 +0.4%
BBL
809
Beck Bode LLC
Massachusetts
$386K +$408K +1,913 New
BWA
810
Basecamp Wealth Advisors
Washington
$384K -$13.4K -63 -3%
LDB
811
Lee, Danner & Bass
Tennessee
$382K +$639 +3 +0.2%
NP
812
NorthRock Partners
Minnesota
$381K -$1.71K -8 -0.4%
BFWM
813
Bright Futures Wealth Management
New York
$380K – – –
ZIM
814
Zacks Investment Management
Illinois
$379K +$49.6K +233 +14%
GPA
815
Guerra Pan Advisors
New Jersey
$379K – – –
SACTSONJ
816
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$377K -$25.6K -120 -6%
PEWA
817
Pacific Excel Wealth Advisors
California
$377K +$399K +1,871 New
HFO
818
Heritage Family Offices
Arizona
$377K +$65.4K +307 +20%
WKWM
819
Walter & Keenan Wealth Management
Indiana
$376K -$6.18K -29 -2%
FIA
820
Foundations Investment Advisors
Arizona
$375K +$39.2K +184 +11%
TWM
821
Tripletail Wealth Management
Florida
$372K -$5.33K -25 -1%
CAMG
822
CWA Asset Management Group
Florida
$372K +$65K +305 +20%
FFA
823
Founders Financial Alliance
North Carolina
$371K -$55.6K -261 -12%
RMCM
824
Reynders McVeigh Capital Management
Massachusetts
$370K -$639 -3 -0.2%
KP
825
Keel Point
Alabama
$370K +$25.6K +120 +7%
31 32
33
34 35