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Name Holding Trade Value Shares
Change 		Change in
Stake
CT
2576
Clearstead Trust
Maine
$444K +$8.19K +81 +3%
CFM
2577
Cornerstone Financial Management
Massachusetts
$444K +$25.8K +255 +9%
CAC
2578
Certified Advisory Corp
Florida
$442K +$320K +3,167 New
CPA
2579
Capital Performance Advisors
California
$441K -$1.66M -16,376 -84%
FFL
2580
Financial Freedom LLC
Ohio
$440K – – –
CA
2581
Callahan Advisors
Texas
$439K +$318K +3,147 New
OCWP
2582
Owl Creek Wealth Partners
Colorado
$438K +$24.7K +244 +8%
SWMP
2583
Signature Wealth Management Partners
New Jersey
$438K +$317K +3,137 New
LOAMU
2584
Lombard Odier Asset Management (USA)
New York
$438K +$317K +3,135 New
KFP
2585
Kerr Financial Planning
California
$437K +$52.1K +515 +20%
FBB
2586
Fulton Breakefield Broenniman
Maryland
$436K +$316K +3,123 New
TW
2587
Traveka Wealth
California
$435K +$315K +3,115 New
CRI
2588
Colonial River Investments
Virginia
$434K +$314K +3,105 New
UBG
2589
United Bank (Georgia)
Georgia
$433K -$574K -5,675 -65%
AWM
2590
Avaii Wealth Management
Wisconsin
$433K +$314K +3,103 New
SHGA
2591
Sand Hill Global Advisors
California
$433K +$314K +3,102 New
AFG
2592
Artesa Financial Group
Texas
$431K +$312K +3,089 New
CFS
2593
Commonwealth Financial Services
West Virginia
$431K +$553K +5,470 New
BC
2594
BDFS Capital
Delaware
$430K +$312K +3,083 New
TCM
2595
Teza Capital Management
Illinois
$430K +$311K +3,078 New
ES
2596
Eagle Strategies
New York
$429K +$310K +3,070 New
TWA
2597
Talisman Wealth Advisors
New Jersey
$428K +$310K +3,068 New
PWM
2598
Purus Wealth Management
California
$428K +$310K +3,065 New
T
2599
TrustBank
Illinois
$427K +$309K +3,060 New
NSB
2600
Norway Savings Bank
Maine
$427K +$309K +3,059 New
102 103
104
105 106