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Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
2426
Ackerman Capital Advisors
Texas
$729K – – –
MTIC
2427
Missouri Trust & Investment Company
Missouri
$729K +$722K +3,364 New
DA
2428
Detalus Advisors
Missouri
$726K – – –
BFA
2429
Bragg Financial Advisors
North Carolina
$723K – – –
CAM
2430
CenterStar Asset Management
Illinois
$721K – – –
KW
2431
KWB Wealth
California
$718K +$859 +4 +0.1%
OR
2432
Olympiad Research
Connecticut
$717K +$156K +727 +28%
BCA
2433
Biltmore Capital Advisors
New Jersey
$716K -$76.9K -358 -10%
DWM
2434
Dorchester Wealth Management
Quebec, Canada
$716K -$48.3K -225 -6%
HTHT
2435
Hemenway Trust Hemenway Trust
New Hampshire
$716K -$5.8K -27 -0.8%
WIS
2436
Wright Investors Service
Connecticut
$715K -$429K -1,998 -38%
AFA
2437
Arlington Financial Advisors
California
$715K – – –
PP
2438
Patron Partners
Texas
$715K +$4.29K +20 +0.6%
IAS
2439
Investment Advisory Services
Texas
$714K -$28.3K -132 -4%
SAM
2440
Strategy Asset Managers
California
$714K +$325K +1,516 +85%
BWP
2441
BSW Wealth Partners
Colorado
$713K -$69.8K -325 -9%
IIC
2442
Integrated Investment Consultants
Michigan
$712K +$14.2K +66 +2%
AWA
2443
Amplius Wealth Advisors
Pennsylvania
$711K +$704K +3,281 New
MFG
2444
Mission Financial Group
Nevada
$710K +$434K +2,024 New
EWM
2445
EPG Wealth Management
Georgia
$705K +$52K +242 +8%
AIM
2446
Axiom Investment Management
New York
$704K +$10.3K +48 +2%
FBA
2447
Front Barnett Associates
Illinois
$702K – – –
OFG
2448
Omega Financial Group
California
$695K -$2.79K -13 -0.4%
WA
2449
Waverly Advisors
Alabama
$695K +$38.6K +180 +6%
CHJWM
2450
Carlton Hofferkamp & Jenks Wealth Management
Texas
$692K +$16.1K +75 +2%
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