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Name Holding Trade Value Shares
Change 		Change in
Stake
BCFD
2576
Boit C.F. David
$324K -$179K -1,050 -41%
PCA
2577
Pallas Capital Advisors
Massachusetts
$323K +$259K +1,518 New
SCM
2578
Stonebridge Capital Management
California
$323K +$259K +1,522 New
MTC
2579
McDaniel Terry & Co
Texas
$323K +$260K +1,526 New
PHS
2580
Pekin Hardy Strauss
Illinois
$322K -$55.3K -325 -18%
CCM
2581
Campbell Capital Management
Florida
$322K -$284K -1,670 -52%
CT
2582
Cambridge Trust
Massachusetts
$322K -$31.8K -187 -11%
MHR
2583
Matthew Hamilton Rosenberg
$321K +$170 +1 +0.1%
MPW
2584
Monterey Private Wealth
California
$320K +$257K +1,511 New
FPWM
2585
FSB Premier Wealth Management
Iowa
$320K -$121K -713 -32%
GWA
2586
Geometric Wealth Advisors
District of Columbia
$320K +$228K +1,340 New
SCM
2587
Sitrin Capital Management
California
$319K +$256K +1,506 New
ANBT
2588
American National Bank & Trust
Texas
$319K -$23K -135 -8%
GIP
2589
Greatmark Investment Partners
Georgia
$319K +$256K +1,505 New
WFAG
2590
Worth Financial Advisory Group
North Carolina
$319K +$256K +1,504 New
CL
2591
CSS LLC
Illinois
$318K -$434K -2,550 -63%
AWC
2592
Adamsbrown Wealth Consultants
Kansas
$318K +$255K +1,499 New
QCIG
2593
Quad-Cities Investment Group
Iowa
$317K +$255K +1,497 New
MWP
2594
Meredith Wealth Planning
Illinois
$317K -$60.1K -353 -19%
SL
2595
Sentinus LLC
Illinois
$317K +$255K +1,495 New
CAM
2596
Congress Asset Management
Massachusetts
$317K +$254K +1,494 New
MFWP
2597
Mosaic Family Wealth Partners
Missouri
$317K +$254K +1,494 New
SAS
2598
Stelac Advisory Services
New York
$316K -$5.62K -33 -2%
LCGC
2599
Legacy Capital Group California
California
$316K +$254K +1,492 New
EFG
2600
Ethos Financial Group
Pennsylvania
$316K +$254K +1,489 New
102 103
104
105 106