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Name Holding Trade Value Shares
Change 		Change in
Stake
PHAM
2501
Palisades Hudson Asset Management
Florida
$874K +$189K +546 +38%
BBPWM
2502
Blue Bell Private Wealth Management
Pennsylvania
$873K -$13.5K -39 -2%
AFGAS
2503
Allegiance Financial Group Advisory Services
Virginia
$872K +$319K +921 +89%
AMG
2504
Advisors Management Group
Wisconsin
$870K +$17.3K +50 +3%
BFA
2505
Bill Few Associates
Pennsylvania
$869K -$1.73K -5 -0.3%
DWM
2506
Denver Wealth Management
Colorado
$869K +$230K +662 +51%
FF
2507
Farnam Financial
Arizona
$868K -$208K -600 -24%
MBI
2508
May Barnhard Investments
Maryland
$867K – – –
O3W
2509
Omni 360 Wealth
New Jersey
$867K +$4.51K +13 +0.7%
MWA
2510
Midland Wealth Advisors
Illinois
$866K +$3.12K +9 +0.5%
CCM
2511
Condor Capital Management
New Jersey
$866K +$23.2K +67 +4%
CCA
2512
Carrera Capital Advisors
Michigan
$866K -$29.5K -85 -4%
LWP
2513
LeClair Wealth Partners
Ohio
$865K -$7.63K -22 -1%
DIP
2514
DT Investment Partners
Pennsylvania
$865K +$2.43K +7 +0.4%
SF
2515
Seros Financial
Arizona
$865K -$1.39K -4 -0.2%
ML
2516
Mayport LLC
Massachusetts
$863K -$2.43K -7 -0.4%
QC
2517
Quantessence Capital
New York
$863K -$426K -1,227 -39%
PCP
2518
Panoramic Capital Partners
Oregon
$862K +$35K +101 +5%
FAM
2519
Flaharty Asset Management
Florida
$860K +$74.2K +214 +12%
KFS
2520
Keynote Financial Services
Connecticut
$860K -$34.7K -100 -5%
CA
2521
Cannon Advisors
North Carolina
$858K – – –
HKIM
2522
Hayek Kallen Investment Management
Alabama
$857K – – –
VPWA
2523
Vestia Personal Wealth Advisors
Indiana
$857K -$249K -718 -27%
LGA
2524
Lebenthal Global Advisors
New York
$856K -$2.43K -7 -0.4%
KIG
2525
Kennedy Investment Group
New Jersey
$854K -$2.08K -6 -0.3%
99 100
101
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