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Name Holding Trade Value Shares
Change 		Change in
Stake
WKWM
1451
Walter & Keenan Wealth Management
Indiana
$259K -$63.1K -800 -20%
PIM
1452
Penobscot Investment Management
Massachusetts
$259K -$3.94K -50 -2%
LFA
1453
Laraway Financial Advisors
Minnesota
$258K -$9.85K -125 -4%
SCA
1454
Stonebridge Capital Advisors
Minnesota
$258K -$16.6K -211 -6%
SVWAG
1455
Sound View Wealth Advisors Group
Georgia
$258K +$6.62K +84 +3%
NCTC
1456
New Covenant Trust Company
Indiana
$258K -$10K -127 -4%
AWA
1457
AGH Wealth Advisors
Kansas
$256K -$35.3K -448 -12%
SC
1458
Sepio Capital
Utah
$256K -$12.5K -159 -5%
LC
1459
Lawood & Co
Pennsylvania
$256K +$254K +3,220 New
FB
1460
First Bancorp
Maine
$255K – – –
EWS
1461
Eagle Wealth Strategies
New Jersey
$254K -$31.1K -394 -11%
FWP
1462
Flatrock Wealth Partners
California
$254K +$252K +3,201 New
SIM
1463
Sentry Investment Management
Wisconsin
$254K – – –
RWP
1464
Revolve Wealth Partners
New Jersey
$254K -$14.6K -185 -5%
GWM
1465
GK Wealth Management
Nevada
$252K -$23.3K -296 -9%
AI
1466
AXS Investments
New York
$252K -$63.3K -803 -20%
HIC
1467
Holderness Investments Company
North Carolina
$251K – – –
PCA
1468
Peddock Capital Advisors
Massachusetts
$250K +$1.02K +13 +0.4%
TWM
1469
Topsail Wealth Management
North Carolina
$250K – – –
TBA
1470
Tower Bridge Advisors
Pennsylvania
$250K – – –
BHWM
1471
Bar Harbor Wealth Management
New Hampshire
$250K +$248K +3,150 New
KCM
1472
Kanawha Capital Management
Virginia
$248K -$43.4K -550 -15%
BAM
1473
Blueshift Asset Management
New Jersey
$248K -$233K -2,960 -49%
CWM
1474
Connecticut Wealth Management
Connecticut
$248K – – –
CM
1475
Cercano Management
Washington
$248K -$20.7K -263 -8%
57 58
59
60 61