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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2476
Silverlake Wealth Management
Vermont
$11.6M -$872K -3,904 -7%
SJIM
2477
St. Johns Investment Management
Florida
$11.6M -$1.81M -8,103 -14%
OCM
2478
Orion Capital Management
California
$11.6M -$394K -1,766 -3%
TIA
2479
Trust Investment Advisors
Indiana
$11.6M -$1.01M -4,513 -8%
MA
2480
Modus Advisors
Minnesota
$11.6M -$56.5K -253 -0.5%
CSA
2481
Cottage Street Advisors
Massachusetts
$11.6M -$104K -465 -0.9%
WLPWM
2482
Walled Lake Planning & Wealth Management
Illinois
$11.6M -$26.1K -117 -0.2%
PWM
2483
Purus Wealth Management
California
$11.5M -$204K -914 -2%
LGA
2484
Lebenthal Global Advisors
New York
$11.5M +$47.6K +213 +0.4%
CWM
2485
Chesapeake Wealth Management
Virginia
$11.5M -$155K -695 -1%
NIA
2486
NIA Impact Advisors
California
$11.5M -$167K -750 -1%
WW
2487
Waterfront Wealth
Kansas
$11.5M +$271K +1,214 +3%
KIG
2488
Kowal Investment Group
Wisconsin
$11.5M +$416K +1,862 +4%
CIM
2489
CIM Investment Management
Pennsylvania
$11.5M -$455K -2,037 -4%
YWM
2490
Yoder Wealth Management
California
$11.5M -$1.06M -4,735 -9%
HCM
2491
Highview Capital Management
Illinois
$11.4M +$335K +1,498 +3%
SF
2492
Slagle Financial
Illinois
$11.4M +$638K +2,859 +6%
PVM
2493
Palogic Value Management
Texas
$11.4M -$260K -1,164 -2%
BLC
2494
Brown, Lisle/Cummings
Rhode Island
$11.4M -$545K -2,440 -5%
TWM
2495
Thrive Wealth Management
Pennsylvania
$11.4M -$148K -661 -1%
SPC
2496
Stony Point Capital
New York
$11.4M +$293K +1,312 +3%
GWAG
2497
Garrett Wealth Advisory Group
Texas
$11.4M +$2.21M +9,875 +25%
SFS
2498
Searcy Financial Services
Kansas
$11.4M -$134K -602 -1%
LFA
2499
Laraway Financial Advisors
Minnesota
$11.4M -$117K -526 -1%
CPSC
2500
Carl P. Sherr & Co
Massachusetts
$11.4M -$223K -1,000 -2%
98 99
100
101 102