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Name Holding Trade Value Shares
Change 		Change in
Stake
WWA
2576
Wingate Wealth Advisors
Massachusetts
$339K -$95.9K -392 -22%
SC
2577
Schiavi & Co
Delaware
$336K – – –
CMBA
2578
C.M. Bidwell & Associates
Hawaii
$335K -$5.87K -24 -2%
SCM
2579
Sollinda Capital Management
Florida
$335K -$36.9K -151 -10%
KWM
2580
Keebeck Wealth Management
Illinois
$335K +$46.5K +190 +16%
GA
2581
Goldstein Advisors
Wisconsin
$334K -$144K -587 -30%
EL
2582
EWA LLC
Pennsylvania
$334K +$16.9K +69 +5%
CP
2583
Canopy Partners
Ohio
$334K +$2.45K +10 +0.7%
TAM
2584
Townsend Asset Management
North Carolina
$333K -$32.5K -133 -9%
HWA
2585
HHM Wealth Advisors
Tennessee
$333K -$24.9K -102 -7%
CW
2586
Channel Wealth
California
$333K +$7.34K +30 +2%
RW
2587
RVW Wealth
California
$333K +$42.6K +174 +15%
WWC
2588
Waypoint Wealth Counsel
Georgia
$333K +$3.18K +13 +1%
PW
2589
PUREfi Wealth
Massachusetts
$332K +$11K +45 +3%
BFPW
2590
BOK Financial Private Wealth
Colorado
$331K -$3.91K -16 -1%
BWM
2591
Boyd Wealth Management
California
$331K – – –
VFG
2592
Victory Financial Group
Texas
$331K +$72.6K +297 +28%
SL
2593
SWMG LLC
Texas
$331K +$41.3K +169 +13%
NC
2594
Napatree Capital
Rhode Island
$330K +$325K +1,329 New
WHC
2595
Wulff, Hansen & Co
California
$330K – – –
BWFA
2596
Baltimore-Washington Financial Advisors
Maryland
$330K +$36.7K +150 +13%
LC
2597
Landaas & Company
Wisconsin
$329K +$734 +3 +0.2%
SNB
2598
Security National Bank
Nebraska
$328K – – –
LGG
2599
Luts & Greenleigh Group
Maryland
$328K +$10.3K +42 +3%
CCC
2600
Compass Capital Corp
Massachusetts
$327K -$149K -611 -30%
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