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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2501
Armbruster Capital Management
New York
$422K +$17.8K +124 +5%
TIA
2502
Tiemann Investment Advisors
California
$420K -$10.8K -75 -3%
SIA
2503
SeaBridge Investment Advisors
New Jersey
$419K +$369K +2,574 New
LF
2504
LifeSteps Financial
California
$418K -$10K -70 -3%
PWM
2505
Palumbo Wealth Management
New York
$416K +$3.15K +22 +0.9%
ODG
2506
O'Dell Group
Ohio
$414K -$10K -70 -3%
APW
2507
Acima Private Wealth
Virginia
$413K – – –
SC
2508
Solstein Capital
California
$413K – – –
BPCE
2509
Bank Pictet & Cie (Europe)
Germany
$412K – – –
SA
2510
SRH Advisors
Kansas
$411K -$115K -800 -24%
SNBOSCI
2511
Security National Bank of Sioux City Iowa
Iowa
$411K +$21.5K +150 +6%
VCM
2512
Vivaldi Capital Management
Illinois
$410K +$2.01K +14 +0.6%
WIC
2513
Wilkins Investment Counsel
Massachusetts
$409K -$71.7K -500 -17%
ABLA
2514
Alan B. Lancz & Associates
Ohio
$408K – – –
DMC
2515
Drexel Morgan & Co
Pennsylvania
$407K – – –
OCM
2516
Objective Capital Management
Ohio
$407K +$10K +70 +3%
AWAP
2517
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$406K -$557K -3,887 -61%
HFP
2518
Holistic Financial Partners
Indiana
$406K -$149K -1,036 -29%
HWM
2519
HFR Wealth Management
New York
$406K -$13.1K -91 -4%
HHGA
2520
Halbert Hargrove Global Advisors
California
$406K +$5.16K +36 +1%
RFN
2521
Redwood Financial Network
Ohio
$406K +$357K +2,490 New
OIM
2522
Oder Investment Management
California
$405K -$114K -798 -24%
SIS
2523
Sound Income Strategies
Florida
$404K +$63.5K +443 +22%
CWM
2524
Cedar Wealth Management
California
$403K -$758K -5,286 -68%
ECM
2525
ExodusPoint Capital Management
New York
$403K +$355K +2,474 New
99 100
101
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