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Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
2526
Crawford Investment Counsel
Georgia
$352K -$102K -601 -27%
CCA
2527
Cora Capital Advisors
New Jersey
$351K -$1.11M -6,504 -80%
TF
2528
Trek Financial
Arizona
$351K -$21.6K -127 -7%
WF
2529
WoodTrust Financial
Wisconsin
$349K +$281K +1,648 New
CWP
2530
Curated Wealth Partners
California
$347K +$279K +1,636 New
BDF
2531
Black Diamond Financial
Maryland
$346K +$278K +1,633 New
BFO
2532
Boston Family Office
Massachusetts
$346K -$34.9K -205 -11%
MWAM
2533
Manhattan West Asset Management
California
$346K +$278K +1,632 New
GCIA
2534
Gabelli & Co Investment Advisers
New York
$345K -$137K -805 -33%
FNC
2535
First National Corp
Massachusetts
$345K +$278K +1,630 New
RWI
2536
Red Wave Investments
Pennsylvania
$344K +$276K +1,623 New
EA
2537
Echo45 Advisors
California
$343K -$39.3K -231 -12%
GA
2538
Greenspring Advisors
Maryland
$342K -$49.9K -293 -15%
IIM
2539
InTrack Investment Management
Vermont
$342K -$1.1M -6,439 -80%
RWRC
2540
R.W. Roge & Company
New York
$342K +$276K +1,618 New
XF
2541
XML Financial
Maryland
$342K +$275K +1,613 New
HPWM
2542
High Pines Wealth Management
Massachusetts
$342K +$275K +1,612 New
NCM
2543
New Capital Management
Texas
$341K +$274K +1,608 New
RIP
2544
RAM Investment Partners
Washington
$341K +$274K +1,607 New
KC
2545
Kingfisher Capital
North Carolina
$340K +$273K +1,605 New
TWM
2546
Trevian Wealth Management
Massachusetts
$340K -$50.6K -297 -16%
CCMI
2547
Creative Capital Management Investments
California
$340K -$45.3K -266 -14%
FFA
2548
Fragasso Financial Advisors
Pennsylvania
$340K +$273K +1,602 New
CD
2549
Chapin Davis
Maryland
$339K +$272K +1,600 New
SWM
2550
Seed Wealth Management
Illinois
$339K +$272K +1,600 New
100 101
102
103 104