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Name Holding Trade Value Shares
Change 		Change in
Stake
GFWA
1201
Grey Fox Wealth Advisors
Delaware
$13.5K +$12.3K +221 New
CSB
1202
City State Bank
Iowa
$13.4K – – –
OC
1203
Oakworth Capital
Alabama
$13.2K – – –
CMP
1204
Coston McIsaac & Partners
Maine
$13K – – –
SWP
1205
SIMA Wealth Partners
Virginia
$13K – – –
MWM
1206
Mascoma Wealth Management
New Hampshire
$12.9K – – –
MHIP
1207
Mountain Hill Investment Partners
New Jersey
$12.9K -$5.58K -100 -32%
HHMI
1208
Howard Hughes Medical Institute
Maryland
$12.5K -$558 -10 -5%
APW
1209
Aventura Private Wealth
Florida
$12.4K – – –
TSMHT
1210
Thurston Springer Miller Herd & Titak
Indiana
$12.4K -$81.2K -1,457 -88%
AWM
1211
Abound Wealth Management
Tennessee
$12.3K +$56 +1 +0.5%
HHGA
1212
Halbert Hargrove Global Advisors
California
$12.3K +$11.2K +201 New
MTIC
1213
Missouri Trust & Investment Company
Missouri
$12.2K – – –
PFSC
1214
Peoples Financial Services Corp
Pennsylvania
$12.2K – – –
WBWA
1215
William B. Walkup & Associates
South Carolina
$12.2K – – –
NC
1216
North Capital
Utah
$12K +$56 +1 +0.5%
CAL
1217
Capital Advisors Ltd
Ohio
$12K – – –
BP
1218
BNP Paribas
France
$11.8K – – –
KG
1219
Kilter Group
New York
$11.4K +$1.11K +20 +12%
OP
1220
ORG Partners
Indiana
$11.3K +$5.58K +100 +118%
MPW
1221
MASECO Private Wealth
$11.1K – – –
CCM
1222
Cloud Capital Management
Washington
$11K +$10.6K +190 New
CHC
1223
City Holding Co
West Virginia
$10.7K +$502 +9 +5%
SC
1224
SouthState Corp
Florida
$10.6K -$6.3K -113 -39%
MSG
1225
Main Street Group
Virginia
$9.57K – – –
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