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Name Holding Trade Value Shares
Change 		Change in
Stake
FC
2576
Fulcrum Capital
Washington
$769K -$6.56M -19,761 -90%
SAM
2577
Seelaus Asset Management
New Jersey
$769K +$201K +605 +36%
EWM
2578
Endurance Wealth Management
Rhode Island
$768K – – –
TF
2579
TimeScale Financial
Massachusetts
$768K +$92.6K +279 +14%
HWM
2580
Howard Wealth Management
Connecticut
$765K -$4.98K -15 -0.7%
RGC
2581
Roberts, Glore & Co
Illinois
$762K -$18.3K -55 -2%
LC
2582
Lavaca Capital
Texas
$760K – – –
ASBI
2583
American State Bank (Iowa)
Iowa
$759K -$53.1K -160 -7%
LFG
2584
Larson Financial Group
Missouri
$756K +$27.9K +84 +4%
EMFAT
2585
Emerald Mutual Fund Advisers Trust
Pennsylvania
$754K – – –
TAM
2586
Taurus Asset Management
New York
$753K – – –
SDWMA
2587
Schneider Downs Wealth Management Advisors
Pennsylvania
$751K -$24.9K -75 -3%
EWM
2588
Echo Wealth Management
Minnesota
$750K +$159K +480 +27%
BDF
2589
Black Diamond Financial
Maryland
$748K +$738K +2,223 New
SSCA
2590
South Shore Capital Advisors
Massachusetts
$747K +$18.3K +55 +3%
CPIA
2591
Cornell Pochily Investment Advisors
New York
$743K -$84.7K -255 -10%
P
2592
&Partners
Tennessee
$743K -$31.2K -94 -4%
EWS
2593
Evergreen Wealth Solutions
Pennsylvania
$743K +$733K +2,209 New
FPWM
2594
FSB Premier Wealth Management
Iowa
$742K +$452K +1,361 +161%
AIM
2595
Alhambra Investment Management
Florida
$741K -$89.6K -270 -11%
CWM
2596
Connecticut Wealth Management
Connecticut
$741K -$52.5K -158 -7%
ACM
2597
AUA Capital Management
Pennsylvania
$740K +$29.9K +90 +4%
LNWTC
2598
Laird Norton Wetherby Trust Company
Washington
$740K +$32.5K +98 +5%
CIA
2599
Cladis Investment Advisory
Montana
$740K +$730K +2,200 New
CCFM
2600
Clear Creek Financial Management
Washington
$739K -$4.06M -12,243 -85%
102 103
104
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