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Name Holding Trade Value Shares
Change 		Change in
Stake
KWMG
1501
King Wealth Management Group
Florida
$224K -$7.67K -50 -3%
CAG
1502
Crestwood Advisors Group
Massachusetts
$223K -$3.83K -25 -1%
KPW
1503
Kore Private Wealth
New York
$223K +$44.3K +289 +19%
AIA
1504
Avalon Investment & Advisory
Texas
$222K -$76.5K -499 -21%
WF
1505
Welch & Forbes
Massachusetts
$222K -$5.98K -39 -2%
EBSAM
1506
Eubel Brady & Suttman Asset Management
Ohio
$222K – – –
RHP
1507
Royal Harbor Partners
Texas
$222K – – –
NEWAS
1508
N.E.W. Advisory Services
Wisconsin
$222K +$20.2K +132 +8%
MC
1509
Miramar Capital
Illinois
$220K -$30.4K -198 -13%
MHR
1510
Matthew Hamilton Rosenberg
$220K – – –
CL
1511
COWA LLC
Oklahoma
$220K +$25K +163 +10%
MCM
1512
Morton Capital Management
California
$219K -$16.7K -109 -6%
SC
1513
SouthState Corp
Florida
$218K -$3.53K -23 -1%
ASA
1514
Armstrong Shaw Associates
Connecticut
$218K – – –
NFGCM
1515
Norman Fields Gottscho Capital Management
New York
$218K – – –
EWA
1516
Exencial Wealth Advisors
Oklahoma
$218K +$8.59K +56 +3%
IC
1517
Inverness Counsel
New York
$218K +$276K +1,798 New
BIC
1518
Beach Investment Counsel
Pennsylvania
$217K – – –
MTWM
1519
Masso Torrence Wealth Management
New Jersey
$217K – – –
KWS
1520
Keystone Wealth Services
California
$217K +$15.3K +100 +6%
IFA
1521
Index Fund Advisors
California
$216K – – –
PP
1522
PDS Planning
Ohio
$216K +$40.8K +266 +18%
FCA
1523
FLC Capital Advisors
California
$215K -$222K -1,450 -45%
BFWA
1524
Benchmark Financial Wealth Advisors
Florida
$215K +$3.99K +26 +1%
GWANC
1525
Guardian Wealth Advisors (North Carolina)
North Carolina
$215K +$272K +1,772 New
59 60
61
62 63