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CSCO

Name Holding Trade Value Shares
Change 		Change in
Stake
ABWM
3651
Alpine Bank Wealth Management
Colorado
$256K +$228K +2,182 New
MIM
3652
Marshall Investment Management
Colorado
$256K +$35.7K +341 +19%
WWM
3653
Waterway Wealth Management
Texas
$256K +$228K +2,180 New
CA
3654
Centerpoint Advisors
Massachusetts
$256K – – –
RMC
3655
Ring Mountain Capital
California
$256K +$228K +2,178 New
RA
3656
Riversedge Advisors
Delaware
$256K +$228K +2,177 New
TC
3657
TwinBeech Capital
New York
$256K -$1.53M -14,628 -87%
QC
3658
Quadrature Capital
United Kingdom
$255K -$982K -9,392 -81%
EFN
3659
Equita Financial Network
Pennsylvania
$255K -$144K -1,379 -39%
OWM
3660
OneAscent Wealth Management
Alabama
$255K +$227K +2,173 New
MSWM
3661
Mowery & Schoenfeld Wealth Management
Illinois
$254K – – –
KLCM
3662
KG&L Capital Management
Louisiana
$254K +$226K +2,165 New
FB
3663
Finward Bancorp
Indiana
$254K +$226K +2,159 New
DWAM
3664
Duncan Williams Asset Management
Tennessee
$253K +$226K +2,157 New
DWA
3665
Dougherty Wealth Advisers
Minnesota
$253K – – –
TI
3666
tru Independence
Oregon
$253K +$225K +2,153 New
CC
3667
Constitution Capital
Connecticut
$253K +$225K +2,150 New
PWA
3668
Peterson Wealth Advisors
Utah
$252K +$225K +2,147 New
EIP
3669
Essential Investment Partners
Colorado
$252K – – –
FCM
3670
Firestone Capital Management
Florida
$251K +$224K +2,141 New
LSIA
3671
LaSalle St. Investment Advisors
Illinois
$251K +$224K +2,141 New
SA
3672
SJBenen ADVISORY
North Carolina
$251K +$233K +2,231 New
FFO
3673
Fortitude Family Office
Arizona
$250K +$15K +143 +7%
OA
3674
Operose Advisors
Wisconsin
$250K -$80.3K -768 -27%
CG
3675
Clarus Group
Texas
$249K +$222K +2,122 New
145 146
147
148 149