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Name Holding Trade Value Shares
Change 		Change in
Stake
CT
2901
Clearstead Trust
Maine
$184K – – –
BBPWM
2902
Blue Bell Private Wealth Management
Pennsylvania
$180K +$185K +1,119 +895%
IFA
2903
Interactive Financial Advisors
Illinois
$179K – – –
ACM
2904
Antonetti Capital Management
Florida
$178K -$8.27K -50 -4%
MIFH
2905
Migdal Insurance & Financial Holdings
Israel
$178K +$28.6K +173 +16%
BA
2906
Bivin & Associates
Oklahoma
$173K – – –
SGA
2907
Seaport Global Advisors
Massachusetts
$173K +$12.6K +76 +7%
CWM
2908
Curi Wealth Management
North Carolina
$168K +$93.2K +564 +95%
MS
2909
Mizuho Securities
Japan
$165K +$69.8K +422 +43%
SCA
2910
Stuart Chaussee & Associates
California
$157K – – –
BCP
2911
Blue Chip Partners
Michigan
$157K +$24K +145 +15%
PP
2912
PFS Partners
New Jersey
$157K – – –
TAM
2913
Tucker Asset Management
Colorado
$156K -$25.3K -153 -12%
WCMN
2914
Westchester Capital Management (Nebraska)
Nebraska
$154K – – –
PP
2915
PrairieView Partners
Minnesota
$154K +$24.8K +150 +16%
CCM
2916
Cribstone Capital Management
Maine
$153K -$165K -996 -48%
CMP
2917
Coston McIsaac & Partners
Maine
$153K +$174K +1,055 New
PG
2918
Proffitt & Goodson
Tennessee
$151K -$5.46K -33 -3%
FEG
2919
Financial Enhancement Group
Indiana
$149K – – –
LJHT
2920
Laurie J. Hall Trustee
$149K – – –
CCA
2921
Column Capital Advisors
Indiana
$149K +$661 +4 +0.4%
TFA
2922
Toth Financial Advisory
Virginia
$148K +$32.6K +197 +24%
PWMG
2923
Prestige Wealth Management Group
New Jersey
$146K +$4.3K +26 +3%
CSC
2924
Cove Street Capital
California
$145K – – –
SPWM
2925
Spartan Planning & Wealth Management
North Carolina
$145K +$57K +345 +53%
115 116
117
118 119