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Name Holding Trade Value Shares
Change 		Change in
Stake
CTC
251
Central Trust Company
Missouri
$258K -$2.88K -20 -1%
AAM
252
Auxier Asset Management
Oregon
$256K – – –
DCM
253
DGS Capital Management
New Jersey
$254K -$25.9K -180 -10%
BC
254
Bartlett & Co
Ohio
$252K +$151K +1,050 +204%
BCWM
255
Bartlett & Co Wealth Management
Ohio
$252K +$151K +1,050 +204%
NHC
256
Nicholas Hoffman & Company
Georgia
$250K +$224K +1,557 New
LC
257
Lindbrook Capital
California
$245K +$26.5K +184 +14%
VIM
258
Vista Investment Management
Pennsylvania
$244K -$4.03K -28 -2%
KP
259
Keel Point
Alabama
$242K +$3.17K +22 +1%
BFS
260
Bard Financial Services
Connecticut
$241K – – –
TCWM
261
Total Clarity Wealth Management
Illinois
$240K +$215K +1,495 New
PMA
262
Prudent Man Advisors
Illinois
$240K – – –
MAM
263
McLean Asset Management
Virginia
$237K – – –
HC
264
Henshaw Capital
Massachusetts
$237K +$212K +1,473 New
SWP
265
Stratos Wealth Partners
Ohio
$236K -$10.8K -75 -5%
KA
266
Kovack Advisors
Florida
$234K +$3.02K +21 +1%
SFG
267
SevenBridge Financial Group
Pennsylvania
$226K +$202K +1,403 New
AAS
268
Annex Advisory Services
Wisconsin
$225K +$201K +1,400 New
HC
269
Hourglass Capital
Texas
$225K +$201K +1,400 New
KIA
270
KCM Investment Advisors
California
$222K +$198K +1,378 New
CFA
271
Cahill Financial Advisors
Minnesota
$220K +$197K +1,370 New
AWS
272
Atria Wealth Solutions
New York
$217K -$75.7K -526 -28%
CB
273
Commerce Bank
Missouri
$216K +$193K +1,343 New
AMM
274
American Money Management
California
$213K +$191K +1,327 New
LFA
275
Laraway Financial Advisors
Minnesota
$209K +$187K +1,300 New
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