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Name Holding Trade Value Shares
Change 		Change in
Stake
CVM
3251
Cheviot Value Management
California
$438K – – –
RTC
3252
Riverview Trust Company
Washington
$438K +$817 +2 +0.2%
DBIA
3253
Dumont & Blake Investment Advisors
New Jersey
$437K +$4.49K +11 +1%
AIM
3254
AHL Investment Management
Florida
$436K -$4.08K -10 -0.9%
CWG
3255
Crown Wealth Group
North Carolina
$436K +$9.4K +23 +2%
GPWA
3256
Great Point Wealth Advisors
Massachusetts
$436K – – –
RA
3257
Riversedge Advisors
Delaware
$435K +$48.6K +119 +12%
OFO
3258
OneAscent Family Office
Alabama
$435K +$457K +1,118 New
CH
3259
Canton Hathaway
Rhode Island
$434K – – –
SCM
3260
Sollinda Capital Management
Florida
$434K +$11K +27 +2%
QFPS
3261
Quantum Financial Planning Services
Washington
$434K +$455K +1,114 New
IF
3262
Intrua Financial
Texas
$432K -$80.1K -196 -15%
RIM
3263
RW Investment Management
Idaho
$432K +$15.9K +39 +4%
OPW
3264
Oxler Private Wealth
New York
$432K +$2.45K +6 +0.5%
IFS
3265
Ifrah Financial Services
Arkansas
$432K -$15.9K -39 -3%
ML
3266
Mayport LLC
Massachusetts
$432K +$4.9K +12 +1%
G
3267
GenTrust
Florida
$432K +$62.9K +154 +16%
MSA
3268
Marino Stram & Associates
Massachusetts
$431K +$10.2K +25 +2%
PAM
3269
Peak Asset Management
Colorado
$431K -$3.68K -9 -0.8%
MBI
3270
May Barnhard Investments
Maryland
$431K +$409 +1 +0.1%
CWA
3271
Consilio Wealth Advisors
Washington
$431K +$4.08K +10 +0.9%
HCM
3272
Hutchinson Capital Management
California
$430K +$409 +1 +0.1%
PMG
3273
Private Management Group
California
$430K +$18.4K +45 +4%
CPIA
3274
Cornell Pochily Investment Advisors
New York
$429K +$409 +1 +0.1%
PWMG
3275
Private Wealth Management Group
New Jersey
$428K – – –
129 130
131
132 133