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Name Holding Trade Value Shares
Change 		Change in
Stake
CM
1376
Castleark Management
Illinois
$356K – – –
CAM
1377
Claret Asset Management
Quebec, Canada
$356K -$3.47K -10 -1%
MWP
1378
Meriwether Wealth & Planning
Louisiana
$355K -$694 -2 -0.2%
NG
1379
Northstar Group
New York
$355K – – –
NL
1380
NWAM LLC
Washington
$354K -$13.5K -39 -4%
CCM
1381
Check Capital Management
California
$354K -$432K -1,244 -56%
BAM
1382
Belpointe Asset Management
Nevada
$353K -$400K -1,151 -54%
SCA
1383
Stonebridge Capital Advisors
Minnesota
$351K +$4.51K +13 +1%
MFS
1384
Mirabella Financial Services
United Kingdom
$351K -$420K -1,211 -55%
RWM
1385
RBA Wealth Management
California
$350K – – –
CWM
1386
Connecticut Wealth Management
Connecticut
$350K +$341K +983 New
FGWP
1387
Founders Grove Wealth Partners
Virginia
$350K +$32.6K +94 +11%
BIM
1388
Baldwin Investment Management
Pennsylvania
$348K – – –
BI
1389
Ballast Inc
Kentucky
$348K – – –
CCAM
1390
Cascades Capital Asset Management
North Carolina
$348K -$66.3K -191 -16%
WSCM
1391
Wellington Shields Capital Management
New York
$347K -$130K -375 -28%
IRP
1392
Investment Research Partners
Pennsylvania
$347K -$694 -2 -0.2%
RPWA
1393
Regent Peak Wealth Advisors
Georgia
$347K +$1.74K +5 +0.5%
SL
1394
Summitry LLC
California
$347K +$2.78K +8 +0.8%
BWM
1395
BCS Wealth Management
Tennessee
$346K -$336K -968 -50%
WA
1396
Wealth Architects
California
$346K +$1.74K +5 +0.5%
OF
1397
Optimize Financial
California
$345K -$152K -439 -31%
RFP
1398
Root Financial Partners
California
$345K +$119K +343 +55%
MPWT
1399
MassMutual Private Wealth & Trust
Connecticut
$345K -$30.2K -87 -8%
GCA
1400
Gradient Capital Advisors
California
$344K – – –
54 55
56
57 58