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Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1501
Trust Asset Management
Texas
$3.6M +$390K +1,705 +12%
PHS
1502
Pekin Hardy Strauss
Illinois
$3.6M -$13.7K -60 -0.4%
IIA
1503
ICW Investment Advisors
Arizona
$3.59M -$7.32K -32 -0.2%
CANC
1504
Culbertson A N & Co
Virginia
$3.58M -$1.14K -5 -0%
BZWA
1505
Blue Zone Wealth Advisors
California
$3.58M +$3.5M +15,313 New
MFS
1506
Mirabella Financial Services
United Kingdom
$3.58M +$1.52M +6,628 +76%
PTC
1507
Private Trust Company
Ohio
$3.56M -$55.6K -243 -2%
NFG
1508
Nations Financial Group
Iowa
$3.55M +$64.2K +281 +2%
CA
1509
Crewe Advisors
Utah
$3.55M -$3.2K -14 -0.1%
DJSG
1510
D.J. St. Germain
Massachusetts
$3.54M +$22.2K +97 +0.6%
NC
1511
NBW Capital
Massachusetts
$3.54M +$104K +453 +3%
RFA
1512
Reilly Financial Advisors
California
$3.53M – – –
AFP
1513
Ausdal Financial Partners
Iowa
$3.51M -$128K -562 -4%
ILCM
1514
Ivy Lane Capital Management
Florida
$3.51M -$2.29M -10,000 -40%
ACM
1515
Advent Capital Management
New York
$3.51M – – –
MFS
1516
Monetta Financial Services
Illinois
$3.51M – – –
PAMG
1517
Patton Albertson Miller Group
Tennessee
$3.5M -$104K -457 -3%
AWMT
1518
AAFMAA Wealth Management & Trust
North Carolina
$3.5M -$2.27M -9,938 -40%
LS
1519
Leelyn Smith
Illinois
$3.5M -$316K -1,384 -8%
CCIA
1520
Cherry Creek Investment Advisors
Colorado
$3.5M +$3.42M +14,950 New
BJL
1521
Brighton Jones LLC
Washington
$3.47M -$143K -624 -4%
WCM
1522
Washburn Capital Management
Florida
$3.46M -$61K -267 -2%
FIA
1523
Foundations Investment Advisors
Arizona
$3.46M +$454K +1,988 +16%
HIP
1524
HUB Investment Partners
Texas
$3.44M -$357K -1,560 -10%
ACM
1525
Advisors Capital Management
New Jersey
$3.43M +$445K +1,947 +15%
59 60
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