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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1526
PDS Planning
Ohio
$355K +$12.4K +76 +4%
MHR
1527
Matthew Hamilton Rosenberg
$353K +$5.4K +33 +2%
WG
1528
Welch Group
Alabama
$352K -$49.1K -300 -14%
CB
1529
Community Bank
New York
$352K -$25.4K -155 -8%
KWMG
1530
King Wealth Management Group
Florida
$352K – – –
WW
1531
Waterfront Wealth
Kansas
$352K -$6.05K -37 -2%
MWM
1532
Massachusetts Wealth Management
Massachusetts
$351K +$270K +1,650 New
EBSAM
1533
Eubel Brady & Suttman Asset Management
Ohio
$351K +$1.8K +11 +0.6%
OQS
1534
Occudo Quantitative Strategies
Florida
$350K +$301K +1,839 New
TCM
1535
Tradewinds Capital Management
Washington
$350K -$17.5K -107 -6%
AUB
1536
Atlantic Union Bankshares
Virginia
$349K -$14.7K -90 -5%
RHP
1537
Royal Harbor Partners
Texas
$349K – – –
CPA
1538
Cardiff Park Advisors
California
$348K +$299K +1,828 New
NCM
1539
Novare Capital Management
North Carolina
$347K -$24.5K -150 -8%
NSB
1540
Norway Savings Bank
Maine
$347K -$4.91K -30 -2%
KWS
1541
Keystone Wealth Services
California
$346K +$4.09K +25 +1%
SC
1542
SouthState Corp
Florida
$344K – – –
SA
1543
Strategic Advisors
New York
$344K -$10.8K -66 -4%
NFGCM
1544
Norman Fields Gottscho Capital Management
New York
$343K – – –
4WM
1545
44 Wealth Management
Oregon
$343K +$294K +1,799 New
P
1546
Pitcairn
Pennsylvania
$343K +$294K +1,798 New
RTC
1547
Riverview Trust Company
Washington
$342K -$40.6K -248 -12%
SAM
1548
Secure Asset Management
Michigan
$341K +$8.18K +50 +3%
WOC
1549
West Oak Capital
California
$341K -$10.1K -62 -3%
BIC
1550
Beach Investment Counsel
Pennsylvania
$341K – – –
60 61
62
63 64