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Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
1251
Regent Investment Management
Kentucky
$1.22M -$49.1K -180 -3%
WA
1252
WBH Advisory
Maryland
$1.22M – – –
CIAS
1253
CFS Investment Advisory Services
New Jersey
$1.22M +$1.48M +5,427 New
GL
1254
Graypoint LLC
New York
$1.21M +$130K +477 +10%
WWG
1255
West Wealth Group
California
$1.21M +$273K +999 +23%
ML
1256
McAdam LLC
Pennsylvania
$1.2M -$13.9K -51 -0.9%
GEA
1257
Glen Eagle Advisors
New Jersey
$1.2M +$1.64K +6 +0.1%
PRA
1258
Pine Ridge Advisers
New York
$1.2M – – –
PP
1259
PDS Planning
Ohio
$1.2M +$159K +582 +12%
RFG
1260
Range Financial Group
Oregon
$1.2M -$95.8K -351 -6%
FOA
1261
Five Oceans Advisors
California
$1.2M -$11.5K -42 -0.8%
KA
1262
KLCM Advisors
Wisconsin
$1.19M +$86K +315 +6%
TFS
1263
Thoroughbred Financial Services
Tennessee
$1.19M +$80.3K +294 +6%
AIS
1264
AM Investment Strategies
Tennessee
$1.19M +$143K +525 +11%
RAM
1265
Riggs Asset Management
Pennsylvania
$1.19M +$9.01K +33 +0.6%
FT
1266
Fiduciary Trust
Massachusetts
$1.19M +$32.8K +120 +2%
OWA
1267
Octavia Wealth Advisors
Ohio
$1.19M +$486K +1,782 +51%
LGA
1268
Lebenthal Global Advisors
New York
$1.18M +$819 +3 +0.1%
NAMM
1269
NorthStar Asset Management (Massachusetts)
Massachusetts
$1.18M – – –
TI
1270
tru Independence
Oregon
$1.17M -$71.2K -261 -5%
KA
1271
Kercheville Advisors
Texas
$1.17M +$88.4K +324 +7%
AWA
1272
Alaska Wealth Advisors
Alaska
$1.16M +$52.4K +192 +4%
SEIA
1273
Signature Estate & Investment Advisors
California
$1.16M +$101K +369 +8%
CAM
1274
Claret Asset Management
Quebec, Canada
$1.16M -$32.8K -120 -2%
EWM
1275
Executive Wealth Management
Michigan
$1.16M +$343K +1,257 +32%
49 50
51
52 53