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Name Holding Trade Value Shares
Change 		Change in
Stake
HVIA
2526
Hudson Valley Investment Advisors
New York
$609K – – –
VP
2527
Verum Partners
North Carolina
$608K +$56.4K +102 +10%
GKWIM
2528
Gerber Kawasaki Wealth & Investment Management
California
$606K +$26K +47 +5%
BCM
2529
Becker Capital Management
Oregon
$606K -$27.1K -49 -4%
M
2530
MATAURO
New York
$606K +$597K +1,079 New
FA
2531
Fountainhead AM
New Jersey
$605K +$61.4K +111 +12%
WSC
2532
Wellington Shields & Co
New York
$604K -$10.5K -19 -2%
ZIG
2533
Zullo Investment Group
Pennsylvania
$603K +$23.8K +43 +4%
PNC
2534
Park National Corp
Ohio
$603K +$11.6K +21 +2%
OPWM
2535
Oregon Pacific Wealth Management
Oregon
$602K -$107K -194 -15%
MWM
2536
Mindset Wealth Management
Indiana
$601K +$553 +1 +0.1%
PPWM
2537
Paragon Private Wealth Management
Kentucky
$600K +$45.9K +83 +8%
MPI
2538
Mairs & Power Inc
Minnesota
$598K +$27.7K +50 +5%
ATS
2539
Ashton Thomas Securities
New York
$596K +$553 +1 +0.1%
GAM
2540
Grandview Asset Management
Pennsylvania
$595K -$2.21K -4 -0.4%
CIAS
2541
CFS Investment Advisory Services
New Jersey
$594K +$24.9K +45 +4%
FAG
2542
Fortitude Advisory Group
Washington
$594K -$12.7K -23 -2%
OIS
2543
OneAscent Investment Solutions
Alabama
$593K +$3.87K +7 +0.7%
CCA
2544
Conestoga Capital Advisors
Pennsylvania
$593K – – –
SAMT
2545
Select Asset Management & Trust
Pennsylvania
$590K -$5.53K -10 -0.9%
PWP
2546
Phillips Wealth Planners
Mississippi
$589K -$3.87K -7 -0.7%
DTC
2547
Davidson Trust Company
Washington
$588K – – –
PWP
2548
Perfromance Wealth Partners
Illinois
$586K +$111K +200 +24%
BBW
2549
Blue Barn Wealth
Utah
$586K +$28.8K +52 +5%
WPWM
2550
Western Pacific Wealth Management
Illinois
$585K +$34.3K +62 +6%
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