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Name Holding Trade Value Shares
Change 		Change in
Stake
CAWM
2201
Capital Advisors Wealth Management
Washington
$12.5M +$919K +4,551 +8%
WCWM
2202
Willow Creek Wealth Management
California
$12.5M +$38.4K +190 +0.3%
SCA
2203
Sandy Cove Advisors
Massachusetts
$12.4M +$213K +1,056 +2%
BO
2204
Bank OZK
Arkansas
$12.4M -$152K -754 -1%
NB
2205
Northwest Bancshares
Pennsylvania
$12.4M -$538K -2,662 -4%
A
2206
Argentarii
Ohio
$12.4M +$50.9K +252 +0.4%
BWA
2207
Blodgett Wealth Advisors
California
$12.4M -$870K -4,309 -7%
MFGM
2208
Marshall Financial Group (Maryland)
Maryland
$12.4M +$60.6K +300 +0.5%
ATFA
2209
All Terrain Financial Advisors
Minnesota
$12.4M -$19.8K -98 -0.2%
LFP
2210
Leeward Financial Partners
Washington
$12.4M +$2.74M +13,560 +29%
DIM
2211
Delta Investment Management
California
$12.3M -$264K -1,309 -2%
ISFAN
2212
Investor's Fiduciary Advisor Network
Washington
$12.3M +$2.08M +10,321 +21%
MTWM
2213
Masso Torrence Wealth Management
New Jersey
$12.3M +$159K +787 +1%
AIP
2214
Almanack Investment Partners
Pennsylvania
$12.3M +$7.72M +38,213 +176%
TFGT
2215
TS Financial Group (TSFG)
Illinois
$12.3M -$21.2K -105 -0.2%
SAM
2216
Secure Asset Management
Michigan
$12.3M -$202K -999 -2%
LSIA
2217
LaSalle St. Investment Advisors
Illinois
$12.3M -$659K -3,263 -5%
LJHT
2218
Laurie J. Hall Trustee
$12.3M +$53.5K +265 +0.4%
IWA
2219
IVC Wealth Advisors
Pennsylvania
$12.3M +$31.1K +154 +0.3%
CWM
2220
Chronos Wealth Management
Florida
$12.3M +$34.5K +171 +0.3%
KIC
2221
Kensington Investment Counsel
California
$12.2M +$257K +1,271 +2%
FBFS
2222
First Business Financial Services
Wisconsin
$12.2M -$315K -1,562 -3%
CRWM
2223
Castle Rock Wealth Management
California
$12.2M +$608K +3,010 +6%
FFP
2224
Freedom Financial Partners
Minnesota
$12.2M -$196K -972 -2%
ACM
2225
Ardent Capital Management
Ohio
$12.2M -$15.6M -77,167 -56%
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89
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