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Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1876
McLean Asset Management
Virginia
$672K -$104K -300 -14%
VBCG
1877
Valley Brook Capital Group
Pennsylvania
$666K – – –
BBNB
1878
Baker Boyer National Bank
Washington
$665K +$640K +1,850 New
TC
1879
Titleist Capital
Texas
$664K +$639K +1,849 New
SSIM
1880
Sheets Smith Investment Management
Texas
$661K +$636K +1,839 New
KPW
1881
Kore Private Wealth
New York
$659K -$1.04M -3,010 -62%
OPA
1882
Old Port Advisors
Maine
$658K -$5.19K -15 -0.8%
CPA
1883
Capital Planning Advisors
California
$657K -$4.5K -13 -0.7%
MFW
1884
Meristem Family Wealth
Minnesota
$656K -$502K -1,453 -44%
BWP
1885
Baldwin Wealth Partners
Massachusetts
$655K +$51.9K +150 +9%
DI
1886
Diligent Investors
California
$654K +$60.5K +175 +11%
TAM
1887
Taurus Asset Management
New York
$653K – – –
PPP
1888
Private Portfolio Partners
New Jersey
$651K +$1.04K +3 +0.2%
CGA
1889
Crescent Grove Advisors
Illinois
$651K +$190K +548 +43%
AP
1890
Americana Partners
Texas
$650K -$522K -1,508 -45%
TFM
1891
TFC Financial Management
Massachusetts
$650K +$15.6K +45 +3%
LSA
1892
L & S Advisors
California
$649K -$1.73K -5 -0.3%
JSW
1893
Journey Strategic Wealth
New Jersey
$648K +$624K +1,804 New
DWM
1894
Darwin Wealth Management
Florida
$647K +$278K +804 +83%
JC
1895
JCSD Capital
California
$647K +$622K +1,800 New
FLI
1896
Family Legacy Inc
South Carolina
$646K +$103K +299 +20%
PMFA
1897
Plante Moran Financial Advisors
Michigan
$645K +$3.11K +9 +0.5%
CWM
1898
Cordatus Wealth Management
Pennsylvania
$645K +$173K +499 +39%
CMS
1899
Capital Market Strategies
Florida
$645K +$620K +1,794 New
TCWM
1900
Total Clarity Wealth Management
Illinois
$644K -$75K -217 -11%
74 75
76
77 78