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Name Holding Trade Value Shares
Change 		Change in
Stake
NF
2251
Napier Financial
Massachusetts
$380K +$21.3K +455 +5%
OAS
2252
Optivise Advisory Services
Tennessee
$379K +$72.8K +1,552 +21%
MAM
2253
McLean Asset Management
Virginia
$377K +$4.17K +89 +1%
TC
2254
Trilogy Capital
California
$377K -$47.1K -1,005 -10%
BWFA
2255
Baltimore-Washington Financial Advisors
Maryland
$376K -$143K -3,039 -25%
SIM
2256
Stratos Investment Management
Ohio
$376K -$82.5K -1,759 -17%
SFG
2257
Stonebridge Financial Group
California
$376K +$418K +8,904 New
WCFA
2258
Walkner Condon Financial Advisors
Wisconsin
$375K -$51.9K -1,107 -11%
BOH
2259
Bank of Hawaii
Hawaii
$375K -$254K -5,410 -38%
SIM
2260
Samara Investment Management
Oregon
$375K +$141K +3,013 +52%
PIWA
2261
Prevail Innovative Wealth Advisors
Kansas
$374K +$131K +2,803 +46%
WF
2262
Wayfinding Financial
Washington
$374K -$32.5K -693 -7%
TWP
2263
Tower Wealth Partners
Pennsylvania
$374K +$18.1K +385 +5%
AA
2264
Apriem Advisors
California
$374K +$4.88K +104 +1%
CIAS
2265
CFS Investment Advisory Services
New Jersey
$373K +$33.4K +713 +9%
SGK
2266
Steigerwald Gordon & Koch
Virginia
$372K +$5.91K +126 +1%
GHA
2267
Granite Harbor Advisors
Texas
$372K +$22.7K +483 +6%
REMPR
2268
Roof Eidam Maycock Peralta (REMP)
California
$371K – – –
TBNY
2269
Trustco Bank (New York)
New York
$371K +$9.38K +200 +2%
BCI
2270
Blue Capital Inc
Nebraska
$370K +$29.6K +631 +8%
CSI
2271
Cross Staff Investments
New York
$369K +$9.85K +210 +2%
RWP
2272
Revolve Wealth Partners
New Jersey
$369K +$5.21K +111 +1%
HFS
2273
Howard Financial Services
Texas
$367K +$35K +746 +9%
MWM
2274
Marion Wealth Management
Pennsylvania
$367K +$36.5K +778 +10%
NA
2275
Nautilus Advisors
California
$365K +$30.3K +645 +8%
89 90
91
92 93