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Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
3201
Osterweis Capital Management
California
$75.2K +$64K +899 +548%
CAM
3202
Chesapeake Asset Management
New York
$74.9K -$1.5K -21 -2%
CAM
3203
Clarity Asset Management
Iowa
$72.3K -$2.42K -34 -3%
BBPWM
3204
Blue Bell Private Wealth Management
Pennsylvania
$70.8K +$1.07K +15 +2%
MCA
3205
Maryland Capital Advisors
Maryland
$70.8K – – –
NSG
3206
Nalls Sherbakoff Group
Tennessee
$70.5K +$71 +1 +0.1%
TLA
3207
Tanglewood Legacy Advisors
Texas
$70.3K – – –
KSB
3208
Kennebec Savings Bank
Maine
$70.3K – – –
MFC
3209
Mechanics Financial Corp
Ohio
$69.3K – – –
SO
3210
Sierra Ocean
California
$69.3K -$5.06K -71 -7%
TCM
3211
Tradewinds Capital Management
Washington
$69.1K -$11.4K -160 -14%
VIS
3212
Vega Investment Solutions
France
$68.6K – – –
FFO
3213
Fortitude Family Office
Arizona
$67.6K -$14K -196 -17%
MSWM
3214
Mowery & Schoenfeld Wealth Management
Illinois
$67.6K – – –
HWM
3215
HighMark Wealth Management
Minnesota
$67.4K +$427 +6 +0.6%
HAP
3216
Harbor Asset Planning
Massachusetts
$65.5K +$65.9K +925 New
HNW
3217
High Note Wealth
Minnesota
$65.4K – – –
PP
3218
PrairieView Partners
Minnesota
$64K +$71 +1 +0.1%
AWM
3219
Activest Wealth Management
Florida
$63.9K -$37K -519 -36%
SC
3220
Swan Capital
Florida
$63.7K +$49.9K +700 +350%
MAFA
3221
MJT & Associates Financial Advisory
Minnesota
$62.3K – – –
FA
3222
Financial Avengers
California
$62.1K +$499 +7 +0.8%
BDPWM
3223
Barnes Dennig Private Wealth Management
Ohio
$61.9K -$3.85K -54 -6%
FFA
3224
Frazier Financial Advisors
Ohio
$60.2K +$26.9K +378 +80%
HHMI
3225
Howard Hughes Medical Institute
Maryland
$59.1K +$59.6K +836 New
127 128
129
130 131