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Name Holding Trade Value Shares
Change 		Change in
Stake
NCG
2501
Newport Capital Group
New Jersey
$478K – – –
OFW
2502
Omnia Family Wealth
Florida
$477K -$12.6K -60 -3%
CC
2503
Claybrook Capital
Massachusetts
$476K – – –
HCM
2504
Hutchinson Capital Management
California
$475K +$210 +1 +0%
TCBWMS
2505
Texas Capital Bank Wealth Management Services
Texas
$474K -$2.74K -13 -0.6%
SIC
2506
Samalin Investment Counsel
New York
$471K +$35.6K +169 +8%
EWA
2507
Encompass Wealth Advisors
Oregon
$471K +$428K +2,033 New
CAM
2508
Claret Asset Management
Quebec, Canada
$470K -$10.3K -49 -2%
CA
2509
Crumly & Associates
Illinois
$467K -$117K -558 -20%
TWP
2510
Tower Wealth Partners
Pennsylvania
$466K +$35.8K +170 +8%
RW
2511
Rede Wealth
Virginia
$465K +$2.31K +11 +0.5%
PIMG
2512
Patriot Investment Management Group
Tennessee
$465K +$140K +665 +43%
CA
2513
Claro Advisors
Massachusetts
$465K +$150K +712 +48%
LFF
2514
Level Four Financial
Texas
$464K -$131K -621 -22%
FBT
2515
First Bank & Trust
South Dakota
$464K +$44.6K +212 +11%
CAM
2516
Campion Asset Management
Virginia
$464K +$461K +2,190 New
TCM
2517
Tandem Capital Management
New Jersey
$463K +$21.3K +101 +5%
PBO
2518
Peoples Bank (Ohio)
Ohio
$462K -$20.2K -96 -4%
NVIM
2519
New Vernon Investment Management
Illinois
$462K – – –
T
2520
TRUADVICE
Florida
$461K -$33.9K -161 -8%
KFA
2521
Kelleher Financial Advisors
New York
$460K +$223K +1,059 +95%
MIG
2522
McGuire Investment Group
Rhode Island
$459K – – –
QAM
2523
QCI Asset Management
New York
$459K +$6.53K +31 +1%
BEI
2524
Benjamin Edwards Inc
Missouri
$457K +$416K +1,977 +1,098%
PIM
2525
Perpetual Investment Management
Australia
$456K – – –
99 100
101
102 103