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Name Holding Trade Value Shares
Change 		Change in
Stake
FLPIM
951
F.L. Putnam Investment Management
Massachusetts
$218K -$17.2K -129 -8%
SFO
952
Stokes Family Office
Louisiana
$216K – – –
RSWA
953
Robinson Smith Wealth Advisors
Maine
$216K -$134 -1 -0.1%
BIM
954
Bullseye Investment Management
Ohio
$215K – – –
FG
955
Fiduciary Group
Georgia
$214K – – –
PCMK
956
Paragon Capital Management (Kansas)
Kansas
$214K -$67.4K -505 -25%
BFA
957
Beaumont Financial Advisors
Massachusetts
$213K +$267 +2 +0.1%
BAM
958
Belpointe Asset Management
Nevada
$213K +$205K +1,536 New
GIA
959
Gateway Investment Advisers
Ohio
$212K -$26.8K -201 -12%
BFPW
960
BOK Financial Private Wealth
Colorado
$210K – – –
SCM
961
Schnieders Capital Management
California
$210K -$9.21K -69 -4%
SP
962
Systematic Portfolios
New York
$210K +$425K +3,183 +152%
AC
963
Avestar Capital
New York
$210K +$202K +1,511 New
EBA
964
Eagle Bay Advisors
New York
$209K +$8.55K +64 +4%
PWAM
965
Pinnacle West Asset Management
Wyoming
$208K +$200K +1,500 New
TF
966
Tompkins Financial
New York
$208K – – –
BG
967
Bahl & Gaynor
Ohio
$208K +$200K +1,500 New
AAS
968
Ameritas Advisory Services
Nebraska
$207K -$13.4K -100 -6%
GEA
969
Glen Eagle Advisors
New Jersey
$207K +$8.01K +60 +4%
GD
970
Grandfield & Dodd
New York
$207K -$10K -75 -5%
MCM
971
Monument Capital Management
Virginia
$207K -$18.6K -139 -9%
LSA
972
Lion Street Advisors
Texas
$207K – – –
ACM
973
Alta Capital Management
Utah
$206K +$199K +1,488 New
TIM
974
Tortoise Investment Management
New York
$206K +$267 +2 +0.1%
GCP
975
Gill Capital Partners
Colorado
$204K +$193K +1,444 New
37 38
39
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