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CB

Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
1351
KPP Advisory Services
Kentucky
$372K -$4.72K -17 -1%
WE
1352
Wealth Effects
Massachusetts
$371K -$11.4K -41 -3%
KWA
1353
Kingswood Wealth Advisors
California
$371K -$111K -401 -25%
PEA
1354
Park Edge Advisors
Ohio
$370K – – –
BC
1355
Broadwater Capital
Massachusetts
$368K – – –
PCWA
1356
Pacific Capital Wealth Advisors
California
$368K – – –
ECM
1357
Elgethun Capital Management
South Dakota
$368K – – –
SCP
1358
Sivia Capital Partners
California
$368K +$16.4K +59 +5%
SCM
1359
Sterling Capital Management
North Carolina
$367K -$18.1K -65 -5%
SFC
1360
SYM Financial Corp
Indiana
$366K -$6.95K -25 -2%
BHPW
1361
Beverly Hills Private Wealth
California
$366K +$104K +375 +45%
FNB
1362
Farmers National Bank
Kentucky
$365K -$5.56K -20 -2%
BHBT
1363
Burke & Herbert Bank & Trust
Virginia
$365K – – –
PA
1364
Promethium Advisors
Maryland
$364K -$161K -579 -32%
DWS
1365
Discipline Wealth Solutions
South Carolina
$364K – – –
BAWM
1366
Bennett Associates Wealth Management
Pennsylvania
$364K -$3.61K -13 -1%
MLL
1367
Moody Lynn & Lieberson
Massachusetts
$363K -$122K -438 -27%
TPA
1368
Trivium Point Advisory
Connecticut
$363K -$16.9K -61 -5%
EWM
1369
Empirical Wealth Management
Washington
$362K -$217K -782 -39%
CA
1370
Cornerstone Advisory
Maryland
$362K -$61.4K -221 -15%
RBWA
1371
RFG - Bristol Wealth Advisors
Massachusetts
$361K +$278 +1 +0.1%
MP
1372
Moment Partners
California
$361K -$2.78K -10 -0.8%
FMLI
1373
Fukoku Mutual Life Insurance
Japan
$360K – – –
CAM
1374
Carret Asset Management
New York
$360K -$11.1K -40 -3%
ACP
1375
Argyle Capital Partners
California
$359K – – –
53 54
55
56 57