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Name Holding Trade Value Shares
Change 		Change in
Stake
SB
2776
SIG Brokerage
New York
$654K -$1.13M -6,095 -61%
BFPW
2777
BOK Financial Private Wealth
Colorado
$654K -$14.7K -79 -2%
PMSA
2778
Patrick M. Sweeney & Associates
Illinois
$653K -$8.93K -48 -1%
LJAC
2779
L.J. Altfest & Co
New York
$652K +$72.4K +389 +11%
FFO
2780
Fiduciary Family Office
Florida
$652K -$55.5K -298 -7%
PFM
2781
Potomac Fund Management
Florida
$650K -$2.23K -12 -0.3%
BSB
2782
Bangor Savings Bank
Maine
$649K -$28.7K -154 -4%
DBIA
2783
Dumont & Blake Investment Advisors
New Jersey
$649K -$57.5K -309 -7%
ACM
2784
AUA Capital Management
Pennsylvania
$649K – – –
BWM
2785
BankPlus Wealth Management
Mississippi
$648K +$201K +1,079 +38%
WSA
2786
Warm Springs Advisors
California
$648K – – –
CI
2787
CacheTech Inc
Utah
$647K +$415K +2,227 +133%
FC
2788
Financial Consulate
Maryland
$646K +$25.7K +138 +4%
KSB
2789
Kennebec Savings Bank
Maine
$646K -$12.1K -65 -2%
RLIM
2790
Red Lighthouse Investment Management
New York
$645K +$4.84K +26 +0.7%
CFA
2791
Capstone Financial Advisors
Illinois
$645K +$51.6K +277 +8%
MFS
2792
Miller Financial Services
Michigan
$644K +$723K +3,887 New
MWP
2793
Madison Wealth Partners
Wisconsin
$643K +$103K +552 +17%
FCM
2794
Fortis Capital Management
Washington
$643K +$46.2K +248 +7%
PCMC
2795
Paragon Capital Management (Colorado)
Colorado
$642K -$43.9K -236 -6%
EWP
2796
Elevation Wealth Partners
California
$642K +$26.6K +143 +4%
AT
2797
Arlington Trust
Alabama
$640K -$12.1K -65 -2%
LWM
2798
Lakeridge Wealth Management
Ohio
$640K -$8.38K -45 -1%
MCA
2799
Maryland Capital Advisors
Maryland
$640K +$718K +3,859 New
CSI
2800
Clark & Stuart Inc
Maine
$640K +$14.5K +78 +2%
110 111
112
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