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Name Holding Trade Value Shares
Change 		Change in
Stake
FFC
2401
First Financial Corp
Indiana
$653K +$11K +63 +2%
SCM
2402
SOL Capital Management
Maryland
$652K -$26.2K -150 -4%
BWA
2403
Blodgett Wealth Advisors
California
$652K -$175K -1,000 -22%
CRIG
2404
Charter Research & Investment Group
Connecticut
$652K – – –
RPA
2405
Rock Point Advisors
Vermont
$649K -$8.72K -50 -1%
LF
2406
LifeSteps Financial
California
$647K +$133K +764 +27%
WC
2407
Whitney & Co
New York
$647K -$17.5K -100 -3%
SXL
2408
Summit X LLC
Missouri
$646K -$66.8K -383 -8%
SIM
2409
SSI Investment Management
California
$644K -$349 -2 -0.1%
WCM
2410
Wedge Capital Management
North Carolina
$641K -$25.6M -146,871 -98%
KA
2411
Klingman & Associates
New York
$640K -$29.5K -169 -5%
BHWM
2412
Beaird Harris Wealth Management
Texas
$639K -$61.8K -354 -9%
GDP
2413
Great Diamond Partners
Maine
$638K -$873 -5 -0.1%
KFA
2414
Kapstone Financial Advisors
Ohio
$638K +$659K +3,774 New
VLC
2415
Van Leeuwen & Company
New Jersey
$637K +$16.4K +94 +3%
NF
2416
Nikulski Financial
Iowa
$634K +$58.5K +335 +10%
TWP
2417
Tower Wealth Partners
Pennsylvania
$633K -$8.38K -48 -1%
GF
2418
Gries Financial
Ohio
$632K +$116K +666 +23%
ACA
2419
Aspire Capital Advisors
Washington
$630K +$36.6K +210 +6%
TCWM
2420
Total Clarity Wealth Management
Illinois
$630K +$86.9K +498 +17%
SRC
2421
Sage Rhino Capital
California
$630K +$5.41K +31 +0.9%
AFT
2422
Alpha Family Trust
California
$629K +$64.6K +370 +12%
SAIG
2423
Semper Augustus Investments Group
Colorado
$629K -$18.7K -107 -3%
AWA
2424
Aaron Wealth Advisors
Illinois
$628K +$338K +1,938 +124%
BFO
2425
Biltmore Family Office
North Carolina
$628K +$40.3K +231 +7%
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