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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2351
Segment Wealth Management
Texas
$277K – – –
SCA
2352
Stonebridge Capital Advisors
Minnesota
$277K – – –
ECML
2353
Eagle Capital Management (Louisiana)
Louisiana
$276K +$1.4K +5 +0.5%
OCM
2354
Objective Capital Management
Ohio
$276K +$13.1K +47 +5%
PCA
2355
Pallas Capital Advisors
Massachusetts
$276K +$19.3K +69 +6%
LAM
2356
LifePro Asset Management
California
$275K -$6.37M -22,803 -96%
JEST
2357
JTC Employer Solutions Trustee
Jersey
$275K – – –
EWM
2358
Evermay Wealth Management
Virginia
$275K +$3.35K +12 +1%
CSB
2359
City State Bank
Iowa
$275K +$120K +430 +71%
SFWA
2360
Summit Financial Wealth Advisors
Louisiana
$274K – – –
CPW
2361
Catalyst Private Wealth
California
$274K +$1.4K +5 +0.5%
RC
2362
Rovin Capital
Arizona
$274K +$288K +1,033 New
TFA
2363
Tobias Financial Advisors
Florida
$273K -$26K -93 -8%
HIF
2364
Hill Island Financial
Michigan
$272K -$74.6K -267 -21%
SGA
2365
Seaport Global Advisors
Massachusetts
$272K +$39.4K +141 +16%
CIA
2366
Compass Ion Advisors
Pennsylvania
$272K +$287K +1,026 New
KL
2367
KilterHowling LLC
Colorado
$272K -$3.07K -11 -1%
PAMG
2368
Patton Albertson Miller Group
Tennessee
$271K – – –
PWA
2369
Providence Wealth Advisors
Illinois
$271K +$4.19K +15 +1%
CWC
2370
Carolinas Wealth Consulting
North Carolina
$271K +$28.8K +103 +11%
AWS
2371
Arkfeld Wealth Strategies
Nebraska
$271K +$41.9K +150 +13%
GAM
2372
Griffin Asset Management
New York
$271K +$286K +1,023 New
WW
2373
Westshore Wealth
California
$271K +$286K +1,023 New
BTIM
2374
BancFirst Trust & Investment Management
Oklahoma
$270K – – –
PHS
2375
Pekin Hardy Strauss
Illinois
$270K – – –
93 94
95
96 97