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Name Holding Trade Value Shares
Change 		Change in
Stake
LL
2551
LWMG LLC
Minnesota
$10.6M -$66.9K -359 -0.7%
ERIM
2552
Eagle Ridge Investment Management
Connecticut
$10.6M -$693K -3,715 -7%
PVM
2553
Palogic Value Management
Texas
$10.6M -$439K -2,352 -4%
CSA
2554
Cottage Street Advisors
Massachusetts
$10.6M -$313K -1,681 -3%
WCA
2555
Waypoint Capital Advisors
Minnesota
$10.6M +$40.8K +219 +0.4%
NIA
2556
NIA Impact Advisors
California
$10.6M +$101K +541 +1%
CWP
2557
Curated Wealth Partners
California
$10.6M +$9.34M +50,100 New
CWM
2558
Chesapeake Wealth Management
Virginia
$10.6M -$18.3K -98 -0.2%
KFBMI
2559
Kentucky Farm Bureau Mutual Insurance
Kentucky
$10.5M – – –
MGM
2560
Miura Global Management
New York
$10.5M +$9.32M +50,000 New
MA
2561
Modus Advisors
Minnesota
$10.5M +$84.7K +454 +0.9%
DCM
2562
Delta Capital Management
New Jersey
$10.5M +$2.61M +13,980 +39%
CPSC
2563
Carl P. Sherr & Co
Massachusetts
$10.5M -$175K -937 -2%
WLPWM
2564
Walled Lake Planning & Wealth Management
Illinois
$10.5M -$223K -1,196 -2%
MAM
2565
Mystic Asset Management
Rhode Island
$10.5M -$38.6K -207 -0.4%
TWM
2566
Thrive Wealth Management
Pennsylvania
$10.4M +$1.1M +5,872 +13%
SMWM
2567
Silvia McColl Wealth Management
California
$10.4M -$250K -1,342 -3%
SFS
2568
Searcy Financial Services
Kansas
$10.4M -$10.1K -54 -0.1%
RW
2569
Rede Wealth
Virginia
$10.4M -$195K -1,044 -2%
LFA
2570
Laraway Financial Advisors
Minnesota
$10.4M -$14.9K -80 -0.2%
JWM
2571
Janiczek Wealth Management
Colorado
$10.4M +$2.91M +15,610 +46%
LGA
2572
Lebenthal Global Advisors
New York
$10.4M -$314K -1,682 -3%
W
2573
Wealthquest
Ohio
$10.4M -$3.54K -19 -0%
SIM
2574
Seaview Investment Managers
Florida
$10.4M -$22K -118 -0.2%
WAOTB
2575
Wealth Advisors of Tampa Bay
Florida
$10.4M +$10.3K +55 +0.1%
101 102
103
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