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Name Holding Trade Value Shares
Change 		Change in
Stake
SB
2051
Simmons Bank
Arkansas
$511K -$26.2K -78 -5%
PI
2052
PFS Investments
Georgia
$511K +$137K +408 +39%
AWM
2053
Atticus Wealth Management
Florida
$510K -$104K -309 -18%
ST
2054
Smithfield Trust
Pennsylvania
$507K +$101K +300 +26%
BHIA
2055
Birch Hill Investment Advisors
Massachusetts
$502K +$176K +525 +58%
BBL
2056
Beck Bode LLC
Massachusetts
$500K +$4.03K +12 +0.9%
AWA
2057
Aquire Wealth Advisors
Utah
$498K +$474K +1,413 New
NCM
2058
Narwhal Capital Management
Georgia
$498K +$474K +1,413 New
AWM
2059
Altavista Wealth Management
North Carolina
$497K -$30.2K -90 -6%
GCIA
2060
Gabelli & Co Investment Advisers
New York
$497K – – –
IWP
2061
Icon Wealth Partners
Texas
$497K +$25.2K +75 +6%
JWM
2062
Jackson Wealth Management
Florida
$497K +$473K +1,410 New
EP
2063
EPIQ Partners
Minnesota
$495K +$2.01K +6 +0.4%
AG
2064
Ascent Group
Virginia
$494K +$526K +1,569 New
MWM
2065
McNaughton Wealth Management
California
$492K -$25.2K -75 -5%
TGAM
2066
TBH Global Asset Management
Tennessee
$492K +$8.05K +24 +2%
BFS
2067
Bradley Foster & Sargent
Connecticut
$491K -$19.1K -57 -4%
TCM
2068
TD Capital Management
Tennessee
$491K – – –
CCM
2069
Canal Capital Management
Virginia
$491K +$8.05K +24 +2%
WPP
2070
Whalerock Point Partners
Rhode Island
$487K +$61.4K +183 +15%
CAWM
2071
Capital Advisors Wealth Management
Washington
$487K +$23.1K +69 +5%
NCM
2072
New Capital Management
Texas
$486K – – –
FUBT
2073
First United Bank & Trust
Maryland
$486K +$5.03K +15 +1%
KA
2074
Klingman & Associates
New York
$486K +$66.4K +198 +17%
PP
2075
PrairieView Partners
Minnesota
$486K +$68.4K +204 +17%
81 82
83
84 85