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Name Holding Trade Value Shares
Change 		Change in
Stake
CL
1726
Choreo LLC
Illinois
$279K +$5.24K +19 +2%
CA
1727
Cornerstone Advisory
Maryland
$277K -$17.6K -64 -6%
LF
1728
Lantz Financial
Illinois
$277K +$11K +40 +4%
SVWAG
1729
Sound View Wealth Advisors Group
Georgia
$276K -$1.38K -5 -0.5%
PFBT
1730
Parkside Financial Bank & Trust
Missouri
$275K +$110K +400 +65%
F
1731
F3Logic
Minnesota
$274K -$662K -2,403 -71%
CWM
1732
Campbell Wealth Management
Virginia
$273K – – –
CPC
1733
Congress Park Capital
New York
$272K – – –
CCM
1734
Crossvault Capital Management
Texas
$272K – – –
GC
1735
Grace Capital
Massachusetts
$272K – – –
SFS
1736
Strategic Financial Services
New York
$272K – – –
ACM
1737
Adalta Capital Management
New York
$272K +$276K +1,000 New
CA
1738
CapWealth Advisors
Tennessee
$272K +$276K +1,000 New
NMC
1739
Nine Masts Capital
Hong Kong
$270K +$274K +995 New
CW
1740
CreativeOne Wealth
Kansas
$269K +$38K +138 +16%
WAM
1741
Weiss Asset Management
Massachusetts
$269K +$54.3K +197 +25%
CA
1742
Crewe Advisors
Utah
$267K -$332K -1,203 -55%
AWCI
1743
Alpine Woods Capital Investors
New York
$267K – – –
TC
1744
Truvestments Capital
Florida
$267K +$276 +1 +0.1%
CA
1745
Claro Advisors
Massachusetts
$267K +$13.2K +48 +5%
WP
1746
WealthPLAN Partners
Nebraska
$267K +$20.7K +75 +8%
MSFP
1747
Mark Sheptoff Financial Planning
Connecticut
$267K +$44.1K +160 +19%
SMH
1748
Sanders Morris Harris
Texas
$266K – – –
CCM
1749
Cadence Capital Management
Massachusetts
$265K -$704K -2,553 -72%
ESBC
1750
E.S. Barr & Co
Kentucky
$264K – – –
68 69
70
71 72