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Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
1526
Jacobsen Capital Management
Utah
$229K +$214K +3,041 New
BOH
1527
Bank of Hawaii
Hawaii
$228K -$1.23M -17,462 -85%
ADL
1528
Asset Dedication LLC
California
$227K +$1.83K +26 +0.9%
AWM
1529
Act Wealth Management
Texas
$227K -$17.6K -250 -8%
MIM
1530
Merrion Investment Management
New Jersey
$226K – – –
UAS
1531
United Asset Strategies
New York
$224K – – –
PFPT
1532
Pinnacle Financial Partners (Tennessee)
Tennessee
$223K -$22.3K -317 -10%
QPWM
1533
Quadrant Private Wealth Management
Pennsylvania
$223K +$209K +2,964 New
BFA
1534
Beaumont Financial Advisors
Massachusetts
$223K +$3.59K +51 +2%
QC
1535
Quent Capital
New York
$223K +$2.67K +38 +1%
FC
1536
Fusion Capital
South Carolina
$221K – – –
WE
1537
Wealth Effects
Massachusetts
$220K +$206K +2,927 New
HCP
1538
Hexagon Capital Partners
Arkansas
$220K -$2.04K -29 -1%
SAM
1539
Seelaus Asset Management
New Jersey
$219K -$65.3K -927 -24%
BWM
1540
BCGM Wealth Management
Indiana
$219K – – –
HCM
1541
Hollencrest Capital Management
California
$219K +$7.46K +106 +4%
WAM
1542
Worth Asset Management
Texas
$218K – – –
CCFM
1543
Clear Creek Financial Management
Washington
$217K +$1.41K +20 +0.7%
JCM
1544
Jacobi Capital Management
Pennsylvania
$217K +$7.74K +110 +4%
FPAS
1545
Focus Partners Advisor Solutions
Missouri
$217K +$203K +2,887 New
BWM
1546
Biltmore Wealth Management
Arizona
$216K +$202K +2,875 New
AFS
1547
AFG Fiduciary Services
Massachusetts
$216K +$176K +2,500 New
LA
1548
Lifeworks Advisors
Michigan
$216K +$202K +2,868 New
TW
1549
Traveka Wealth
California
$215K +$3.31K +47 +2%
TCWA
1550
Turtle Creek Wealth Advisors
Texas
$215K +$201K +2,857 New
60 61
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63 64