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Name Holding Trade Value Shares
Change 		Change in
Stake
VP
2526
Verum Partners
North Carolina
$608K +$56.4K +102 +10%
GKWIM
2527
Gerber Kawasaki Wealth & Investment Management
California
$606K +$26K +47 +5%
BCM
2528
Becker Capital Management
Oregon
$606K -$27.1K -49 -4%
M
2529
MATAURO
New York
$606K +$597K +1,079 New
FA
2530
Fountainhead AM
New Jersey
$605K +$61.4K +111 +12%
WSC
2531
Wellington Shields & Co
New York
$604K -$10.5K -19 -2%
ZIG
2532
Zullo Investment Group
Pennsylvania
$603K +$23.8K +43 +4%
PNC
2533
Park National Corp
Ohio
$603K +$11.6K +21 +2%
OPWM
2534
Oregon Pacific Wealth Management
Oregon
$602K -$107K -194 -15%
MWM
2535
Mindset Wealth Management
Indiana
$601K +$553 +1 +0.1%
PPWM
2536
Paragon Private Wealth Management
Kentucky
$600K +$45.9K +83 +8%
MPI
2537
Mairs & Power Inc
Minnesota
$598K +$27.7K +50 +5%
ATS
2538
Ashton Thomas Securities
New York
$596K +$553 +1 +0.1%
GAM
2539
Grandview Asset Management
Pennsylvania
$595K -$2.21K -4 -0.4%
CIAS
2540
CFS Investment Advisory Services
New Jersey
$594K +$24.9K +45 +4%
FAG
2541
Fortitude Advisory Group
Washington
$594K -$12.7K -23 -2%
OIS
2542
OneAscent Investment Solutions
Alabama
$593K +$3.87K +7 +0.7%
CCA
2543
Conestoga Capital Advisors
Pennsylvania
$593K – – –
SAMT
2544
Select Asset Management & Trust
Pennsylvania
$590K -$5.53K -10 -0.9%
PWP
2545
Phillips Wealth Planners
Mississippi
$589K -$3.87K -7 -0.7%
DTC
2546
Davidson Trust Company
Washington
$588K – – –
PWP
2547
Perfromance Wealth Partners
Illinois
$586K +$111K +200 +24%
BBW
2548
Blue Barn Wealth
Utah
$586K +$28.8K +52 +5%
WPWM
2549
Western Pacific Wealth Management
Illinois
$585K +$34.3K +62 +6%
SRC
2550
Sage Rhino Capital
California
$584K -$3.87K -7 -0.7%
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102
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