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Name Holding Trade Value Shares
Change 		Change in
Stake
KOCAA
2576
Knights of Columbus Asset Advisors
Connecticut
$253K -$299K -3,152 -53%
CCM
2577
Cohen Capital Management
California
$253K +$268K +2,830 New
NRC
2578
New Republic Capital
North Carolina
$252K -$9.95K -105 -4%
SFC
2579
Strategic Financial Concepts
Texas
$252K +$25.1K +265 +10%
FPWM
2580
FSB Premier Wealth Management
Iowa
$251K +$2.84K +30 +1%
HNW
2581
High Note Wealth
Minnesota
$251K +$284 +3 +0.1%
CWM
2582
Collaborative Wealth Management
Florida
$250K -$758 -8 -0.3%
CGH
2583
CMG Global Holdings
Texas
$250K – – –
CIC
2584
Chilton Investment Company
Connecticut
$249K +$265K +2,793 New
IAG
2585
Investment Advisory Group
Massachusetts
$249K – – –
JJBC
2586
James J. Burns & Company
New York
$249K +$11.5K +121 +5%
BW
2587
BIP Wealth
Georgia
$248K -$27.8K -293 -10%
NCM
2588
Northwest Capital Management
Oregon
$248K -$31.4K -331 -11%
CSWG
2589
Cardinal Strategic Wealth Guidance
Kentucky
$248K -$189 -2 -0.1%
SGCA
2590
Steel Grove Capital Advisors
Tennessee
$248K +$62.1K +656 +31%
PPW
2591
Parcion Private Wealth
Washington
$248K – – –
PIM
2592
Progressive Investment Management
Oregon
$246K -$947 -10 -0.4%
SFM
2593
Signet Financial Management
New Jersey
$246K -$26.8K -283 -9%
1W
2594
1776 Wealth
Georgia
$245K -$9.95K -105 -4%
CSB
2595
City State Bank
Iowa
$245K -$27.5K -290 -10%
BAM
2596
Bellevue Asset Management
Washington
$244K -$4.74K -50 -2%
TWM
2597
TMD Wealth Management
Arizona
$244K +$66.6K +703 +35%
HFP
2598
Holistic Financial Partners
Indiana
$243K -$2.56K -27 -1%
CAM
2599
CPA Asset Management
Florida
$243K – – –
MIC
2600
Meridian Investment Counsel
California
$243K -$5.49K -58 -2%
102 103
104
105 106