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Name Holding Trade Value Shares
Change 		Change in
Stake
SN
1501
Sittner & Nelson
Oregon
$1.18M +$5.14K +20 +0.4%
PA
1502
Paragon Advisors
Texas
$1.18M -$26.7K -104 -2%
TPA
1503
Trivium Point Advisory
Connecticut
$1.18M +$293K +1,140 +31%
JJBC
1504
James J. Burns & Company
New York
$1.18M +$46K +179 +4%
GC
1505
GFG Capital
Florida
$1.18M – – –
PCM
1506
Presidio Capital Management
California
$1.18M -$26.2K -102 -2%
OHIS
1507
Oak Harvest Investment Services
Texas
$1.17M +$596K +2,319 +98%
GI
1508
Gradient Investments
Minnesota
$1.17M -$289K -1,127 -19%
JPLA
1509
Joseph P. Lucia & Associates
New York
$1.17M +$178K +693 +17%
OAM
1510
Occidental Asset Management
California
$1.16M -$286K -1,114 -19%
OHWP
1511
Oak Harbor Wealth Partners
North Carolina
$1.16M – – –
BC
1512
Belmont Capital
California
$1.16M +$1.13M +4,398 +1,840%
ANTB
1513
AMG National Trust Bank
Colorado
$1.16M -$20.6K -80 -2%
NIP
1514
Nicholas Investment Partners
California
$1.15M – – –
IFPL
1515
Investments & Financial Planning LLC
Kentucky
$1.15M +$771 +3 +0.1%
MFWP
1516
Mosaic Family Wealth Partners
Missouri
$1.15M -$11.6K -45 -1%
QCIG
1517
Quad-Cities Investment Group
Iowa
$1.15M +$24.7K +96 +2%
IW
1518
Imprint Wealth
South Carolina
$1.15M -$248K -964 -17%
ACM
1519
AlphaStar Capital Management
North Carolina
$1.15M +$141K +547 +14%
PMG
1520
ProVise Management Group
Florida
$1.15M +$20K +78 +2%
PP
1521
Patten & Patten
Tennessee
$1.14M – – –
OWA
1522
Octavia Wealth Advisors
Ohio
$1.14M -$514 -2 -0%
SC
1523
Shearwater Capital
Colorado
$1.13M – – –
MP
1524
Munro Partners
Australia
$1.13M -$1.07M -4,150 -48%
CSIC
1525
Clifford Swan Investment Counsel
California
$1.13M +$17.2K +67 +2%
59 60
61
62 63