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Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
1951
Coastwise Capital Group
California
$239K +$227K +711 New
MIA
1952
MMBG Investment Advisors
Florida
$239K +$227K +710 New
MS
1953
Mizuho Securities
Japan
$239K -$457K -1,430 -67%
CCA
1954
Conestoga Capital Advisors
Pennsylvania
$239K -$157K -490 -41%
AWM
1955
Avaii Wealth Management
Wisconsin
$238K +$226K +708 New
SFA
1956
Semmax Financial Advisors
North Carolina
$238K +$215K +671 +3,195%
EHC
1957
Everett Harris & Co
California
$238K +$226K +707 New
BG
1958
Bahl & Gaynor
Ohio
$237K +$225K +705 New
CPIA
1959
Cornell Pochily Investment Advisors
New York
$236K -$42.2K -132 -16%
CPSC
1960
Carl P. Sherr & Co
Massachusetts
$236K -$72.9K -228 -25%
PFG
1961
Prosperity Financial Group
California
$235K +$223K +698 New
PTP
1962
Platform Technology Partners
New York
$235K -$72.3K -226 -24%
RIA
1963
Richwood Investment Advisors
Ohio
$234K -$45.1K -141 -17%
IC
1964
Inscription Capital
Texas
$233K -$14.7K -46 -6%
PFA
1965
Pathway Financial Advisors
Vermont
$233K -$15.4K -48 -6%
FOA
1966
Five Oceans Advisors
California
$233K +$221K +691 New
CIC
1967
Chilton Investment Company
Connecticut
$232K +$221K +690 New
CT
1968
Clearstead Trust
Maine
$232K +$67.2K +210 +44%
QPW
1969
Quantum Private Wealth
Florida
$231K +$220K +687 New
SFG
1970
Summit Financial Group
West Virginia
$231K +$219K +686 New
AAM
1971
Auxier Asset Management
Oregon
$230K +$219K +684 New
ST
1972
Spinnaker Trust
Maine
$230K -$3.6M -11,253 -94%
CWM
1973
Centric Wealth Management
Illinois
$229K -$41.3K -129 -16%
CWM
1974
Castle Wealth Management
Florida
$228K -$65.6K -205 -23%
WHCI
1975
W.H. Cornerstone Investments
Massachusetts
$228K -$117K -365 -36%
77 78
79
80 81