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Name Holding Trade Value Shares
Change 		Change in
Stake
IFAM
2576
Institutional & Family Asset Management
Colorado
$1.34M -$53K -109 -4%
DAL
2577
Delta Accumulation LLC
California
$1.33M +$1.29M +2,647 New
AWA
2578
Amplius Wealth Advisors
Pennsylvania
$1.33M +$8.26K +17 +0.6%
WF
2579
Wayfinding Financial
Washington
$1.33M -$9.72K -20 -0.8%
BFA
2580
Beacon Financial Advisory
Ohio
$1.33M +$482K +992 +60%
ATWA
2581
Arbor Trust Wealth Advisors
Michigan
$1.33M +$10.7K +22 +0.8%
WQ
2582
Wealth Quarterback
New Jersey
$1.32M +$153K +314 +14%
PIC
2583
Portland Investment Counsel
Ontario, Canada
$1.32M -$11.2K -23 -0.9%
CPSC
2584
Carl P. Sherr & Co
Massachusetts
$1.32M – – –
BCM
2585
BluePointe Capital Management
California
$1.32M +$19.9K +41 +2%
AMG
2586
Asset Management Group
Connecticut
$1.32M – – –
CASB
2587
Cape Ann Savings Bank
Massachusetts
$1.32M +$623K +1,282 +96%
PCA
2588
Peddock Capital Advisors
Massachusetts
$1.32M +$64.2K +132 +5%
PM
2589
Phraction Management
Connecticut
$1.31M +$486 +1 +0%
IWP
2590
Invenio Wealth Partners
Florida
$1.31M +$1.27M +2,605 New
HMS
2591
Hanseatic Management Services
New Mexico
$1.31M +$22.8K +47 +2%
CFM
2592
Catalyst Funds Management
Australia
$1.31M -$5.35M -11,000 -81%
SAM
2593
SignalPoint Asset Management
Missouri
$1.31M +$24.3K +50 +2%
AF
2594
Aldebaran Financial
$1.31M +$2.43K +5 +0.2%
OCPWS
2595
One Charles Private Wealth Services
Massachusetts
$1.3M -$34K -70 -3%
PW
2596
Peninsula Wealth
California
$1.3M +$972 +2 +0.1%
EHWM
2597
Eads & Heald Wealth Management
Georgia
$1.3M -$79.7K -164 -6%
SB
2598
Sunflower Bank
Texas
$1.3M -$168K -346 -12%
TWM
2599
Triton Wealth Management
Arizona
$1.3M +$109K +224 +9%
BAM
2600
Bayshore Asset Management
Florida
$1.3M – – –
102 103
104
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