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Name Holding Trade Value Shares
Change 		Change in
Stake
WF
1526
WoodTrust Financial
Wisconsin
$299K +$293K +1,320 New
PPW
1527
Parcion Private Wealth
Washington
$298K -$21.8K -98 -7%
UAS
1528
United Asset Strategies
New York
$298K -$6.67K -30 -2%
GG
1529
Golden Green
South Carolina
$296K -$8.44K -38 -3%
NW
1530
NewEdge Wealth
Pennsylvania
$296K +$24K +108 +9%
PC
1531
Permit Capital
Pennsylvania
$295K +$165K +741 +133%
CA
1532
Cullinan Associates
Kentucky
$295K +$289K +1,300 New
CBA
1533
Coastal Bridge Advisors
Connecticut
$294K +$10K +45 +4%
HFA
1534
Hoover Financial Advisors
Pennsylvania
$293K -$27.1K -122 -9%
APW
1535
Aurora Private Wealth
New Jersey
$293K +$18.9K +85 +7%
MSR
1536
Main Street Research
Connecticut
$291K -$13.2M -59,333 -98%
GA
1537
GoalVest Advisory
New York
$291K -$927K -4,173 -76%
CWM
1538
CCG Wealth Management
California
$291K +$5.33K +24 +2%
CCWA
1539
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$291K +$285K +1,284 New
FMTC
1540
Farmers & Merchants Trust Company
California
$291K +$285K +1,284 New
PP
1541
Professional Planning
California
$290K -$232K -1,045 -45%
AIM
1542
Alhambra Investment Management
Florida
$290K +$17.3K +78 +7%
SCM
1543
Shelton Capital Management
Colorado
$289K – – –
WCM
1544
Windward Capital Management
California
$289K +$3.78K +17 +1%
SCG
1545
Sonata Capital Group
Washington
$288K -$323K -1,456 -53%
SIA
1546
SkyView Investment Advisors
New Jersey
$287K – – –
FH
1547
FWG Holdings
Florida
$287K +$281K +1,265 New
BFS
1548
Bickling Financial Services
Massachusetts
$286K +$281K +1,263 New
QSS
1549
Quantitative Systematic Strategies
Florida
$285K +$279K +1,255 New
BOTW
1550
Bank of the West
California
$284K +$20.2K +91 +8%
60 61
62
63 64