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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
2751
Evermay Wealth Management
Virginia
$830K -$63.1K -346 -8%
PWM
2752
Palumbo Wealth Management
New York
$829K +$43.2K +237 +6%
PAS
2753
Professional Advisory Services
Florida
$828K – – –
OFO
2754
OneAscent Family Office
Alabama
$828K +$68.2K +374 +10%
BCFD
2755
Boit C.F. David
$828K – – –
SCP
2756
Sivia Capital Partners
California
$827K +$37.4K +205 +5%
HSG
2757
Helen Stephens Group
Texas
$826K +$61.1K +335 +9%
PMSA
2758
Patrick M. Sweeney & Associates
Illinois
$826K +$182 +1 +0%
SP
2759
Stonebrook Private
Michigan
$825K +$9.85K +54 +1%
WTA
2760
Washington Trust Advisors
Massachusetts
$823K -$62.7K -344 -8%
E
2761
Evansbrook
Illinois
$823K +$182 +1 +0%
DWM
2762
DWR Wealth Management
California
$820K +$3.1K +17 +0.4%
GWM
2763
GK Wealth Management
Nevada
$820K +$129K +706 +22%
KSB
2764
Kennebec Savings Bank
Maine
$819K -$9.12K -50 -1%
SIA
2765
SeaBridge Investment Advisors
New Jersey
$819K +$15.7K +86 +2%
VAM
2766
Verity Asset Management
North Carolina
$818K +$25.7K +141 +4%
BWM
2767
BigSur Wealth Management
Florida
$817K – – –
TAM
2768
Trillium Asset Management
Massachusetts
$817K – – –
PFM
2769
Potomac Fund Management
Florida
$813K -$18.1K -99 -2%
PP
2770
PFS Partners
New Jersey
$813K +$10.8K +59 +2%
AT
2771
Arlington Trust
Alabama
$813K +$85.7K +470 +14%
PA
2772
Perennial Advisors
New York
$812K -$182 -1 -0%
CA
2773
Crumly & Associates
Illinois
$812K +$57.6K +316 +9%
JTF
2774
J. Team Financial
Texas
$812K -$393K -2,153 -35%
RCG
2775
Ridge Creek Global
Ohio
$810K -$14.6K -80 -2%
109 110
111
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