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Name Holding Trade Value Shares
Change 		Change in
Stake
CW
2626
Curio Wealth
Maryland
$529K -$16K -205 -3%
CA
2627
Claris Advisors
Missouri
$528K -$7.04K -90 -1%
UB
2628
Umpqua Bank
Oregon
$528K -$185K -2,365 -26%
WC
2629
Westerkirk Capital
$528K – – –
CA
2630
Cortland Associates
Missouri
$526K – – –
NLP
2631
Next Level Private
New York
$526K +$97.1K +1,241 +22%
KCFA
2632
Key Client Fiduciary Advisors
New Jersey
$525K -$1.8K -23 -0.3%
NIA
2633
NIA Impact Advisors
California
$525K -$247K -3,157 -32%
CWA
2634
Canvas Wealth Advisors
Kansas
$524K -$24.1K -308 -4%
FWP
2635
Firethorn Wealth Partners
Georgia
$524K +$2.58K +33 +0.5%
AFA
2636
American Financial Advisors
Georgia
$524K +$1.72K +22 +0.3%
BI
2637
Bolthouse Investments
California
$523K – – –
ITIM
2638
Indiana Trust & Investment Management
Indiana
$523K +$37.2K +475 +8%
CCWM
2639
Correct Capital Wealth Management
Missouri
$522K +$176K +2,245 +50%
TDB
2640
Thompson David Blair
$521K +$229K +2,923 +77%
BFA
2641
Beacon Financial Advisory
Ohio
$521K +$27.6K +352 +6%
TDC
2642
Thompson Davis & Co
Virginia
$521K -$9.79K -125 -2%
PAW
2643
Plan A Wealth
Nebraska
$520K +$34.6K +442 +7%
GRWP
2644
Green Ridge Wealth Planning
New Jersey
$520K +$3.68K +47 +0.7%
BC
2645
Barrett & Company
Rhode Island
$518K -$14.2K -182 -3%
SWM
2646
Sterling Wealth Management
Illinois
$518K -$368K -4,700 -41%
WSCM
2647
Wellington Shields Capital Management
New York
$518K +$137K +1,750 +36%
GW
2648
Griffith & Werner
Georgia
$518K +$78 +1 +0%
WLIM
2649
White Lighthouse Investment Management
Massachusetts
$518K +$5.32K +68 +1%
MIP
2650
Marietta Investment Partners
Wisconsin
$517K – – –
104 105
106
107 108