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Name Holding Trade Value Shares
Change 		Change in
Stake
CFM
751
Cornerstone Financial Management
Massachusetts
$11.5K +$5.76K +35 +125%
WA
752
Westfuller Advisors
New York
$11.2K -$164 -1 -2%
PGAM
753
Princeton Global Asset Management
New Jersey
$11.2K – – –
QWM
754
Quaker Wealth Management
New Jersey
$11.2K – – –
MP
755
McDonald Partners
Ohio
$11K +$9.87K +60 New
CT
756
Clearstead Trust
Maine
$10.6K – – –
WTA
757
Washington Trust Advisors
Massachusetts
$9.63K – – –
SIC
758
SJS Investment Consulting
Ohio
$9.34K +$3.78K +23 +82%
PWAM
759
Private Wealth Asset Management
Iowa
$9.16K -$8.22K -50 -50%
CSB
760
City State Bank
Iowa
$9.16K – – –
TFA
761
Toth Financial Advisory
Virginia
$9.16K +$3.62K +22 +79%
SRCM
762
Signature Resources Capital Management
California
$8.97K – – –
CWA
763
Carolina Wealth Advisors
South Carolina
$8.79K – – –
SC
764
SouthState Corp
Florida
$7.69K +$493 +3 +8%
WPA
765
West Paces Advisors
Georgia
$7.69K +$6.91K +42 New
MAM
766
Marquette Asset Management
Minnesota
$7.51K -$493 -3 -7%
MCM
767
MV Capital Management
Maryland
$7.33K +$987 +6 +18%
CB
768
Centennial Bank
Arkansas
$7.32K – – –
BFS
769
Beacon Financial Strategies
North Carolina
$7.14K – – –
IAIM
770
International Assets Investment Management
Florida
$6.99K -$12.3K -75 -66%
HNW
771
High Note Wealth
Minnesota
$6.96K +$1.65K +10 +36%
SSG
772
Summit Securities Group
New York
$6.78K -$62.8K -382 -91%
BHWM
773
Bay Harbor Wealth Management
Maryland
$6.78K +$822 +5 +16%
LI
774
LRI Investments
Florida
$6.41K +$1.65K +10 +40%
FC
775
Financial Consulate
Maryland
$6.23K +$329 +2 +6%
29 30
31
32 33