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Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1176
Skyline Advisors
Washington
$314K -$189 -1 -0.1%
CH
1177
Cromwell Holdings
Wyoming
$314K – – –
TCOT
1178
Trust Company of Toledo
Ohio
$314K +$18.4K +97 +5%
RAM
1179
Readystate Asset Management
Illinois
$313K +$353K +1,865 New
B
1180
Bailard
California
$312K -$41.3K -218 -10%
MAWA
1181
Moss Adams Wealth Advisors
Washington
$311K -$85.8K -453 -20%
CWA
1182
Canvas Wealth Advisors
Kansas
$311K +$15.1K +80 +5%
WJWM
1183
Williams Jones Wealth Management
New York
$311K -$4.93M -26,014 -93%
DCM
1184
Davis Capital Management
Florida
$311K +$350K +1,848 +46,200%
AP
1185
Appleton Partners
Massachusetts
$310K -$26.9K -142 -7%
WPW
1186
Winthrop Partners - WNY
New York
$310K -$30.7K -162 -8%
IA
1187
IFG Advisory
Georgia
$309K +$348K +1,840 New
HBW
1188
Hazlett, Burt & Watson
West Virginia
$308K -$11.6K -61 -3%
HBT
1189
Heartland Bank & Trust
Illinois
$305K -$4.54K -24 -1%
TW
1190
TritonPoint Wealth
Maryland
$303K -$4.36K -23 -1%
BWS
1191
Broadway Wealth Solutions
Texas
$302K +$30.1K +159 +10%
VAG
1192
VisionPoint Advisory Group
Texas
$302K -$11.6K -61 -3%
AWE
1193
Avidian Wealth Enterprises
Texas
$301K -$244K -1,290 -42%
LCWP
1194
Legacy Capital Wealth Partners
Arkansas
$300K -$15.3K -81 -4%
LAS
1195
LWM Advisory Services
Florida
$299K – – –
MW
1196
Marble Wealth
Alabama
$298K -$9.66K -51 -3%
SWP
1197
Summit Wealth Partners
Florida
$297K +$8.52K +45 +3%
FFA
1198
Fi3 Financial Advisors
Indiana
$297K +$479K +2,530 +247%
FFM
1199
Fullerton Fund Management
Singapore
$296K -$74.6K -394 -18%
AL
1200
Aspiriant LLC
California
$296K +$88.6K +468 +36%
46 47
48
49 50