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Name Holding Trade Value Shares
Change 		Change in
Stake
O3W
2476
Omni 360 Wealth
New Jersey
$615K +$6.93K +23 +1%
FAT
2477
First American Trust
California
$614K +$121K +400 +26%
OAM
2478
Oak Asset Management
California
$614K – – –
LGA
2479
Lebenthal Global Advisors
New York
$613K +$51.5K +171 +10%
SAM
2480
Strive Asset Management
Ohio
$613K +$313K +1,040 +117%
NCTC
2481
New Covenant Trust Company
Indiana
$613K -$1.51K -5 -0.3%
JWA
2482
JFS Wealth Advisors
Pennsylvania
$612K -$41.6K -138 -7%
KIG
2483
Kennedy Investment Group
New Jersey
$612K +$63K +209 +12%
HKIM
2484
Hayek Kallen Investment Management
Alabama
$612K +$82.9K +275 +17%
WFAG
2485
Wescott Financial Advisory Group
Pennsylvania
$611K +$58.7K +195 +11%
CCMI
2486
Creative Capital Management Investments
California
$611K – – –
YIA
2487
YHB Investment Advisors
Connecticut
$608K -$63.3K -210 -10%
CNBOF
2488
City National Bank of Florida
Florida
$608K +$102K +339 +22%
NSAM
2489
North Star Asset Management
Wisconsin
$607K -$973K -3,229 -63%
CA
2490
Cannon Advisors
North Carolina
$607K +$4.22K +14 +0.7%
MWM
2491
Massachusetts Wealth Management
Massachusetts
$606K +$603 +2 +0.1%
NC
2492
NewSquare Capital
Pennsylvania
$606K +$287K +954 +100%
JTWM
2493
Jackson Thornton Wealth Management
Alabama
$606K +$113K +375 +23%
PAMG
2494
Patton Albertson Miller Group
Tennessee
$605K +$204K +677 +55%
AMG
2495
Advisors Management Group
Wisconsin
$605K +$46.4K +154 +9%
ACA
2496
Aspire Capital Advisors
Washington
$601K +$158K +526 +39%
ISWM
2497
Independent Solutions Wealth Management
New York
$601K -$62.7K -208 -10%
FFP
2498
Freedom Financial Partners
Minnesota
$600K -$3.62K -12 -0.6%
VIA
2499
Victrix Investment Advisors
Florida
$600K +$203K +674 +56%
DS
2500
DRW Securities
Illinois
$599K +$569K +1,887 New
98 99
100
101 102