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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2401
Clarity Wealth Advisors
California
$790K -$3.91K -7 -0.5%
NAM
2402
NTV Asset Management
West Virginia
$788K -$5.59K -10 -0.7%
BFS
2403
Baskin Financial Services
Ontario, Canada
$788K – – –
WSC
2404
Wellington Shields & Co
New York
$787K +$170K +304 +28%
PIC
2405
Portland Investment Counsel
Ontario, Canada
$787K – – –
CIS
2406
Custom Index Systems
New York
$783K -$234K -419 -23%
OIS
2407
OneAscent Investment Solutions
Alabama
$783K – – –
NFG
2408
Nadler Financial Group
Illinois
$782K +$4.47K +8 +0.6%
RF
2409
Rossby Financial
Florida
$782K -$260K -465 -25%
CAM
2410
Claret Asset Management
Quebec, Canada
$781K +$23.5K +42 +3%
WP
2411
Westmount Partners
California
$778K -$559 -1 -0.1%
NA
2412
Nordwand Advisors
Pennsylvania
$776K -$20.7K -37 -3%
PWM
2413
Power Wealth Management
Georgia
$775K +$20.1K +36 +3%
RDWM
2414
Red Door Wealth Management
Tennessee
$774K +$38K +68 +5%
RFG
2415
Range Financial Group
Oregon
$773K +$60.9K +109 +9%
GIP
2416
Granite Investment Partners
California
$772K – – –
MC
2417
Matisse Capital
Oregon
$772K +$2.79K +5 +0.4%
MWA
2418
Midland Wealth Advisors
Illinois
$772K -$50.9K -91 -6%
MCCP
2419
Mission Creek Capital Partners
California
$772K +$304K +544 +67%
MF
2420
Montis Financial
Massachusetts
$771K +$39.1K +70 +5%
TCM
2421
Tuttle Capital Management
Connecticut
$770K +$100K +179 +15%
EW
2422
Expressive Wealth
Illinois
$770K +$754K +1,349 New
ESC
2423
Eurizon SLJ Capital
$770K +$754K +1,348 New
TC
2424
TwinBeech Capital
New York
$769K +$753K +1,347 New
APA
2425
Astoria Portfolio Advisors
New York
$767K -$1.06M -1,894 -55%
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97
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