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Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
2526
Central Bank & Trust
Kentucky
$330K +$157K +3,000 +89%
AT
2527
Arvest Trust
Oklahoma
$330K +$331K +6,344 New
AP
2528
Atwood & Palmer
Missouri
$328K +$130K +2,500 +66%
GA
2529
GFS Advisors
Texas
$327K -$1.36K -26 -0.4%
MIG
2530
McGuire Investment Group
Rhode Island
$327K +$27.3K +523 +9%
VAFP
2531
Vahanian & Associates Financial Planning
New York
$327K +$328K +6,296 New
KC
2532
Kenfarb & Co
Kentucky
$327K +$329K +6,300 New
PHIC
2533
Pine Haven Investment Counsel
Massachusetts
$327K +$329K +6,301 New
KCM
2534
Kendall Capital Management
Maryland
$326K – – –
CWM
2535
Centric Wealth Management
Illinois
$325K -$1.41M -27,103 -81%
HIP
2536
HUB Investment Partners
Texas
$325K -$324K -6,215 -50%
SCM
2537
Stonehearth Capital Management
Massachusetts
$321K -$108K -2,068 -25%
BONST
2538
Bank of Nova Scotia Trust
Ontario, Canada
$321K -$10.2K -196 -3%
CWP
2539
Curated Wealth Partners
California
$321K +$8.04K +154 +3%
SCM
2540
Southport Capital Management
Tennessee
$321K +$37.2K +713 +13%
SWIM
2541
Smallwood Wealth Investment Management
New Jersey
$320K +$321K +6,160 New
SPP
2542
Single Point Partners
Massachusetts
$319K -$41.6K -798 -11%
HFS
2543
Heritage Financial Services
Massachusetts
$319K +$320K +6,140 New
MWM
2544
Merriman Wealth Management
Washington
$317K +$24.9K +477 +8%
HC
2545
Hamilton Capital
Ohio
$317K +$117K +2,235 +58%
MWM
2546
Marion Wealth Management
Pennsylvania
$317K +$319K +6,107 New
IIA
2547
Integral Investment Advisors
California
$315K +$316K +6,060 New
MHWM
2548
Montz Harcus Wealth Management
Louisiana
$315K +$317K +6,072 New
MAM
2549
Marotta Asset Management
Virginia
$315K -$4.49K -86 -1%
EWA
2550
EverSource Wealth Advisors
Alabama
$314K +$315K +6,045 New
100 101
102
103 104