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Name Holding Trade Value Shares
Change 		Change in
Stake
YWP
1851
YorkBridge Wealth Partners
New York
$271K +$13K +60 +5%
MSA
1852
Marino Stram & Associates
Massachusetts
$271K +$18.9K +87 +8%
NGA
1853
Naples Global Advisors
Florida
$270K -$16.3K -75 -6%
FBC
1854
Fairfield, Bush & Co
Connecticut
$270K – – –
HIM
1855
Hillsdale Investment Management
Ontario, Canada
$270K +$26.1K +120 +11%
ISWM
1856
Independent Solutions Wealth Management
New York
$268K +$28.7K +132 +13%
NEGWA
1857
New England Guild Wealth Advisors
Connecticut
$268K – – –
SHWM
1858
Silicon Hills Wealth Management
Texas
$268K +$4.56K +21 +2%
ATFA
1859
All Terrain Financial Advisors
Minnesota
$268K +$27.4K +126 +12%
GIM
1860
Greylin Investment Management
Virginia
$268K +$257K +1,185 New
PO
1861
Private Ocean
California
$266K -$17.6K -81 -6%
HA
1862
HYA Advisors
Missouri
$266K – – –
PP
1863
PrairieView Partners
Minnesota
$266K +$1.95K +9 +0.8%
MUMSS
1864
Mitsubishi UFJ Morgan Stanley Securities
Japan
$265K +$254K +1,170 New
AWA
1865
Aaron Wealth Advisors
Illinois
$264K -$97K -447 -28%
HWA
1866
HHM Wealth Advisors
Tennessee
$264K +$4.56K +21 +2%
ACM
1867
Ategra Capital Management
Virginia
$263K +$2.6K +12 +1%
RRWA
1868
Rainey & Randall Wealth Advisors
Florida
$262K – – –
SBWIC
1869
Schaper Benz & Wise Investment Counsel
Wisconsin
$262K +$1.3K +6 +0.5%
FMBTD
1870
First Midwest Bank Trust Division
Illinois
$262K +$5.86K +27 +2%
CHA
1871
Carmichael Hill & Associates
Maryland
$262K +$10.4K +48 +4%
BFO
1872
Biltmore Family Office
North Carolina
$262K +$42.3K +195 +20%
CA
1873
Callahan Advisors
Texas
$261K – – –
MIM
1874
Merrion Investment Management
New Jersey
$261K – – –
AIP
1875
Ahrens Investment Partners
Louisiana
$260K -$87.9K -405 -26%
73 74
75
76 77