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Name Holding Trade Value Shares
Change 		Change in
Stake
CNB
1851
Camden National Bank
Maine
$285K +$51K +480 +20%
BTWM
1852
Brass Tax Wealth Management
Ohio
$284K -$22.7K -214 -7%
CA
1853
Cannon Advisors
North Carolina
$284K -$1.49K -14 -0.5%
V
1854
VeraBank
Texas
$283K -$44K -414 -13%
SGAM
1855
Smith Group Asset Management
Texas
$283K +$303K +2,855 New
OWM
1856
OneAscent Wealth Management
Alabama
$283K -$88.9K -837 -23%
SN
1857
Sittner & Nelson
Oregon
$283K -$74.3K -700 -20%
WAL
1858
W Advisors LLC
Tennessee
$283K -$14.5K -137 -5%
SAM
1859
Sawgrass Asset Management
Florida
$283K +$41.1K +387 +16%
BRWM
1860
Blue Rock Wealth Management
North Carolina
$283K +$302K +2,849 New
WF
1861
Wayfinding Financial
Washington
$282K +$302K +2,846 New
RG
1862
Renaissance Group
Kentucky
$281K +$308K +2,897 New
SNPAM
1863
St. Nicholas Private Asset Management
Florida
$281K +$301K +2,835 New
EA
1864
Everpar Advisors
Oklahoma
$281K -$76.3K -719 -20%
CC
1865
Commons Capital
Massachusetts
$281K +$37.8K +356 +14%
AOWM
1866
Alpha Omega Wealth Management
Virginia
$281K -$17.5K -165 -6%
WPP
1867
Whalerock Point Partners
Rhode Island
$280K +$4.57K +43 +2%
PA
1868
PSI Advisors
Florida
$280K +$57.1K +538 +24%
AIM
1869
Alhambra Investment Management
Florida
$279K +$83.7K +788 +39%
MIM
1870
MTM Investment Management
South Carolina
$279K +$44.1K +415 +17%
FSA
1871
Financial Security Advisor
Virginia
$279K -$7.11K -67 -2%
SJL
1872
Shayne & Jacobs LLC
Tennessee
$279K – – –
PL
1873
Parthenon LLC
Kentucky
$277K – – –
VRM
1874
Vectors Research Management
New York
$277K -$7.11K -67 -2%
LTI
1875
Laffer Tengler Investments
Tennessee
$276K – – –
73 74
75
76 77