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Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
1526
Ceeto Capital Group
Florida
$1.24M +$1.19M +5,000 New
OFS
1527
OneAscent Financial Services
Alabama
$1.24M +$145K +609 +14%
UWS
1528
Unique Wealth Strategies
Illinois
$1.24M +$1.18M +4,980 New
WPWM
1529
Western Pacific Wealth Management
Illinois
$1.23M +$2.38K +10 +0.2%
NFA
1530
Northwest Financial Advisors
Virginia
$1.23M +$1.18M +4,962 New
AAP
1531
Arax Advisory Partners
Colorado
$1.23M -$428K -1,802 -27%
SIAG
1532
Safeguard Investment Advisory Group
California
$1.23M -$3.56K -15 -0.3%
WPC
1533
Waters Parkerson & Co
Louisiana
$1.23M -$11.9K -50 -1%
SAM
1534
Secure Asset Management
Michigan
$1.22M +$6.18K +26 +0.5%
NB
1535
NBT Bank
New York
$1.22M +$577K +2,426 +97%
DI
1536
Diligent Investors
California
$1.22M -$96K -404 -8%
WCM
1537
Weaver Capital Management
Georgia
$1.22M +$1.17M +4,913 New
HA
1538
Harfst & Associates
Wyoming
$1.22M +$23.8K +100 +2%
FNFDCM
1539
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.22M – – –
MC
1540
Mirabaud & Cie
Switzerland
$1.21M +$1.16M +4,887 New
JJBC
1541
James J. Burns & Company
New York
$1.21M +$40.2K +169 +4%
OWA
1542
Octavia Wealth Advisors
Ohio
$1.21M +$72.2K +304 +7%
HP
1543
Hilltop Partners
Indiana
$1.21M +$212K +892 +23%
ANTB
1544
AMG National Trust Bank
Colorado
$1.2M +$54.7K +230 +5%
AIA
1545
AIMZ Investment Advisors
California
$1.2M – – –
CD
1546
Chapin Davis
Maryland
$1.2M -$25K -105 -2%
ZIMP
1547
Zimmermann Investment Management & Planning
Pennsylvania
$1.2M +$1.19K +5 +0.1%
WB
1548
WesBanco Bank
West Virginia
$1.2M -$551K -2,317 -32%
SAMC
1549
Spectrum Asset Management (California)
California
$1.2M -$70.1K -295 -6%
NAMM
1550
NorthStar Asset Management (Massachusetts)
Massachusetts
$1.2M -$73.9K -311 -6%
60 61
62
63 64