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Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
1901
Cooper Financial Group
California
$914K +$72.9K +1,276 +9%
CWA
1902
CM Wealth Advisors
Ohio
$913K – – –
IP
1903
Investment Partners
Ohio
$912K +$91.4K +1,600 +12%
CIM
1904
CIM Investment Management
Pennsylvania
$909K +$4K +70 +0.5%
ML
1905
McAdam LLC
Pennsylvania
$908K +$132K +2,313 +18%
ZIG
1906
Zullo Investment Group
Pennsylvania
$907K -$14.3K -250 -2%
WDC
1907
Woodward Diversified Capital
California
$905K -$397K -6,945 -31%
TPM
1908
Triasima Portfolio Management
Quebec, Canada
$904K +$872K +15,272 New
KA
1909
KDT Advisors
New York
$903K +$871K +15,259 New
NBT
1910
Northwest Bank & Trust
Iowa
$902K -$6.45K -113 -0.7%
GLA
1911
Good Life Advisors
Pennsylvania
$901K -$1.36M -23,823 -61%
SB
1912
Sunflower Bank
Texas
$901K +$23.3K +408 +3%
PA
1913
Promethium Advisors
Maryland
$900K +$7.37K +129 +0.9%
KFA
1914
Kelleher Financial Advisors
New York
$900K -$165K -2,895 -16%
MSFS
1915
Main Street Financial Solutions
Pennsylvania
$900K -$449K -7,870 -34%
CP
1916
Canopy Partners
Ohio
$898K +$337K +5,909 +64%
PWM
1917
Paulson Wealth Management
Illinois
$897K -$95.7K -1,675 -10%
SAA
1918
Southeast Asset Advisors
Georgia
$897K -$27.1K -475 -3%
AA
1919
Armis Advisers
Georgia
$895K +$863K +15,114 New
DIM
1920
Delta Investment Management
California
$892K +$1.77K +31 +0.2%
PWA
1921
Phoenix Wealth Advisors
North Carolina
$892K -$12.3K -215 -1%
DTC
1922
Davidson Trust Company
Washington
$891K -$5.71K -100 -0.7%
RP
1923
Rice Partnership
Hawaii
$890K -$34.3K -600 -4%
GBT
1924
Grove Bank & Trust
Florida
$889K +$69.7K +1,221 +9%
SBF
1925
Sara-Bay Financial
Florida
$889K -$20K -351 -2%
75 76
77
78 79