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Name Holding Trade Value Shares
Change 		Change in
Stake
MHWM
2476
Montz Harcus Wealth Management
Louisiana
$1.03M +$34.2K +86 +4%
FAT
2477
First American Trust
California
$1.03M +$78.7K +198 +9%
SWP
2478
Stone Wealth Partners
Louisiana
$1.03M +$94.3K +237 +11%
GD
2479
Grandfield & Dodd
New York
$1.03M -$63.2K -159 -6%
ST
2480
Spinnaker Trust
Maine
$1.03M +$3.18K +8 +0.3%
DIA
2481
Dana Investment Advisors
Wisconsin
$1.03M -$272K -683 -22%
VA
2482
Veratis Advisors
North Carolina
$1.02M +$968K +2,435 New
AWA
2483
Acorn Wealth Advisors
Michigan
$1.02M -$23.1K -58 -2%
SM
2484
Sweeney & Michel
California
$1.02M -$8.35K -21 -0.7%
SW
2485
SMART Wealth
Nebraska
$1.02M -$298K -749 -24%
CC
2486
Covalis Capital
United Kingdom
$1.02M +$966K +2,428 New
LGG
2487
Luts & Greenleigh Group
Maryland
$1.02M +$54.1K +136 +6%
IF
2488
Integrity Financial
Wyoming
$1.02M -$706K -1,776 -42%
CI
2489
Corient IA
Florida
$1.02M – – –
LRPA
2490
L. Roy Papp & Associates
Arizona
$1.02M -$11.5K -29 -1%
BST
2491
Bath Savings Trust
Maine
$1.02M -$237K -596 -20%
OPOWM
2492
One Plus One Wealth Management
Florida
$1.01M +$955K +2,400 New
RFS
2493
Richardson Financial Services
Massachusetts
$1.01M +$16.3K +41 +2%
ABTD
2494
Arvest Bank Trust Division
Oklahoma
$1.01M +$3.58K +9 +0.4%
JMBA
2495
J. M. Brown & Associates
Oklahoma
$1.01M +$951K +2,391 New
BBA
2496
Braun-Bostich & Associates
Pennsylvania
$1M -$795 -2 -0.1%
VCM
2497
Vines Capital Management
Louisiana
$1M – – –
CCM
2498
Canal Capital Management
Virginia
$1M +$190K +478 +25%
SCA
2499
Sandy Cove Advisors
Massachusetts
$1M +$134K +338 +17%
PNC
2500
Park National Corp
Ohio
$1,000K -$280K -703 -23%
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100
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