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Name Holding Trade Value Shares
Change 		Change in
Stake
VBCG
1876
Valley Brook Capital Group
Pennsylvania
$666K – – –
BBNB
1877
Baker Boyer National Bank
Washington
$665K +$640K +1,850 New
TC
1878
Titleist Capital
Texas
$664K +$639K +1,849 New
SSIM
1879
Sheets Smith Investment Management
Texas
$661K +$636K +1,839 New
KPW
1880
Kore Private Wealth
New York
$659K -$1.04M -3,010 -62%
OPA
1881
Old Port Advisors
Maine
$658K -$5.19K -15 -0.8%
CPA
1882
Capital Planning Advisors
California
$657K -$4.5K -13 -0.7%
MFW
1883
Meristem Family Wealth
Minnesota
$656K -$502K -1,453 -44%
BWP
1884
Baldwin Wealth Partners
Massachusetts
$655K +$51.9K +150 +9%
DI
1885
Diligent Investors
California
$654K +$60.5K +175 +11%
TAM
1886
Taurus Asset Management
New York
$653K – – –
PPP
1887
Private Portfolio Partners
New Jersey
$651K +$1.04K +3 +0.2%
CGA
1888
Crescent Grove Advisors
Illinois
$651K +$190K +548 +43%
AP
1889
Americana Partners
Texas
$650K -$522K -1,508 -45%
TFM
1890
TFC Financial Management
Massachusetts
$650K +$15.6K +45 +3%
LSA
1891
L & S Advisors
California
$649K -$1.73K -5 -0.3%
JSW
1892
Journey Strategic Wealth
New Jersey
$648K +$624K +1,804 New
DWM
1893
Darwin Wealth Management
Florida
$647K +$278K +804 +83%
JC
1894
JCSD Capital
California
$647K +$622K +1,800 New
FLI
1895
Family Legacy Inc
South Carolina
$646K +$103K +299 +20%
PMFA
1896
Plante Moran Financial Advisors
Michigan
$645K +$3.11K +9 +0.5%
CWM
1897
Cordatus Wealth Management
Pennsylvania
$645K +$173K +499 +39%
CMS
1898
Capital Market Strategies
Florida
$645K +$620K +1,794 New
TCWM
1899
Total Clarity Wealth Management
Illinois
$644K -$75K -217 -11%
CIC
1900
Crawford Investment Counsel
Georgia
$639K -$27K -78 -4%
74 75
76
77 78