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Name Holding Trade Value Shares
Change 		Change in
Stake
WTB
2176
Washington Trust Bank
Washington
$343K +$51.2K +1,383 +18%
JJBC
2177
James J. Burns & Company
New York
$343K +$6.7K +181 +2%
TMWM
2178
Taylor & Morgan Wealth Management
Michigan
$343K -$129K -3,491 -27%
QIM
2179
Quest Investment Management
Oregon
$342K -$34.6K -935 -9%
HWA
2180
HCR Wealth Advisors
California
$342K +$4.03K +109 +1%
HWA
2181
Heritage Wealth Advisors
Virginia
$342K – – –
SA
2182
Syntax Advisors
New York
$342K +$83.3K +2,250 +32%
VCG
2183
Vantage Consulting Group
Virginia
$342K +$83.3K +2,250 +32%
BC
2184
Brookfield Corp
Ontario, Canada
$341K -$412K -11,134 -55%
MCM
2185
Manchester Capital Management
Vermont
$341K +$12.9K +348 +4%
FIB
2186
First Interstate Bank
Montana
$340K -$231K -6,230 -41%
TWP
2187
Tower Wealth Partners
Pennsylvania
$338K – – –
AT
2188
Arvest Trust
Oklahoma
$338K +$367K +9,919 New
SWP
2189
Semus Wealth Partners
Florida
$338K -$13.4K -363 -4%
BG
2190
Benedetti & Gucer
Georgia
$337K +$129K +3,474 +62%
NB
2191
Nicolet Bankshares
Wisconsin
$337K -$63.2K -1,707 -16%
SL
2192
Sentry LLC
Tennessee
$337K +$32.6K +880 +11%
NWM
2193
NEIRG Wealth Management
Massachusetts
$336K -$37.9K -1,023 -10%
BFA
2194
BMS Financial Advisors
South Dakota
$336K -$139K -3,744 -29%
PCP
2195
Proficio Capital Partners
Massachusetts
$336K -$48.7K -1,317 -13%
FAFN
2196
First Affirmative Financial Network
Colorado
$335K +$61.4K +1,659 +23%
TA
2197
TruWealth Advisors
Louisiana
$335K -$4.26K -115 -1%
AWM
2198
Affinity Wealth Management
Delaware
$335K +$74 +2 +0%
SWM
2199
Selective Wealth Management
Virginia
$334K +$352K +9,515 New
GAB
2200
German American Bancorp
Indiana
$334K -$3.48K -94 -1%
86 87
88
89 90