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Name Holding Trade Value Shares
Change 		Change in
Stake
CIG
2726
Cascade Investment Group
Colorado
$361K – – –
CCA
2727
Clearwater Capital Advisors
Illinois
$361K +$1.7K +25 +0.5%
CWM
2728
C2C Wealth Management
Arizona
$361K – – –
BHIA
2729
Birch Hill Investment Advisors
Massachusetts
$361K +$359K +5,269 New
CWG
2730
Crown Wealth Group
North Carolina
$359K +$14.1K +207 +4%
PMG
2731
ProVise Management Group
Florida
$359K +$341 +5 +0.1%
CAM
2732
CPA Asset Management
Florida
$359K – – –
RCP
2733
Rothschild Capital Partners
New York
$359K – – –
HCA
2734
Harbour Capital Advisors
Virginia
$358K – – –
MFP
2735
Meridian Financial Partners
Virginia
$358K -$6.07K -89 -2%
NC
2736
North Capital
Utah
$358K +$68 +1 +0%
LAM
2737
LECAP Asset Management
United Kingdom
$357K +$356K +5,224 New
CFGA
2738
Cambridge Financial Group (Arizona)
Arizona
$357K – – –
SIG
2739
Spinnaker Investment Group
California
$357K +$21.9K +322 +7%
RPCA
2740
Running Point Capital Advisors
California
$357K +$90.1K +1,322 +34%
MWM
2741
Mattern Wealth Management
Kansas
$356K – – –
SCM
2742
Spreng Capital Management
Ohio
$356K +$6.34K +93 +2%
PHIC
2743
Pine Haven Investment Counsel
Massachusetts
$355K – – –
LWM
2744
Lakeridge Wealth Management
Ohio
$355K -$682 -10 -0.2%
RFG
2745
RFP Financial Group
Georgia
$355K +$9K +132 +3%
TFO
2746
Tarbox Family Office
California
$355K -$5.11K -75 -1%
SI
2747
Saxon Interests
Texas
$354K -$6K -88 -2%
CFA
2748
Capstone Financial Advisors
Illinois
$354K +$92.9K +1,363 +36%
ACM
2749
Armbruster Capital Management
New York
$354K -$40.9K -600 -10%
CB
2750
Centennial Bank
Arkansas
$354K -$13K -190 -4%
108 109
110
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