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Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
2376
Premier Asset Management
Illinois
$725K -$103K -640 -12%
WAOI
2377
Wealth Advisors of Iowa
Iowa
$723K -$6.46K -40 -0.8%
KCA
2378
Karn Couzens & Associates
Connecticut
$723K +$242K +1,496 +47%
LFA
2379
Laraway Financial Advisors
Minnesota
$723K +$754K +4,670 New
RP
2380
Riverwater Partners
Wisconsin
$722K +$753K +4,662 New
MA
2381
MJP Associates
Connecticut
$719K -$3.71K -23 -0.5%
GCIA
2382
Gabelli & Co Investment Advisers
New York
$719K +$1.61K +10 +0.2%
BC
2383
Brookfield Corp
Ontario, Canada
$719K +$750K +4,644 New
CNBT
2384
Cornerstone National Bank & Trust
Illinois
$718K -$35.4K -219 -5%
HZ
2385
Hixon Zuercher
Ohio
$715K +$16.1K +100 +2%
CSA
2386
Cottage Street Advisors
Massachusetts
$714K -$272K -1,686 -27%
WDG
2387
Wealth Dimensions Group
Ohio
$714K +$109K +673 +17%
WA
2388
Wealth Architects
California
$711K -$12.6K -78 -2%
ATWA
2389
Arbor Trust Wealth Advisors
Michigan
$709K +$5.98K +37 +0.8%
GSEP
2390
Golden State Equity Partners
California
$708K -$303K -1,877 -29%
RPWA
2391
Regent Peak Wealth Advisors
Georgia
$708K – – –
SAM
2392
SP Asset Management
California
$705K +$49.6K +307 +7%
TFO
2393
Tarbox Family Office
California
$704K -$196K -1,212 -21%
FMI
2394
F/M Investments
District of Columbia
$704K – – –
MAM
2395
Marotta Asset Management
Virginia
$702K +$7.59K +47 +1%
PCM
2396
Poehling Capital Management
Wisconsin
$700K – – –
D
2397
Diversified
Delaware
$699K – – –
EWA
2398
Evolution Wealth Advisors
Florida
$698K – – –
KAH
2399
Kathryn A. Hall
$698K – – –
SC
2400
Shay Capital
New York
$697K -$242K -1,500 -25%
94 95
96
97 98