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Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
2601
Sargent Investment Group
Maryland
$546K +$227K +755 +71%
FIA
2602
FNY Investment Advisers
New York
$545K +$548K +1,818 New
AIA
2603
Alera Investment Advisors
Illinois
$545K +$8.13K +27 +2%
LA
2604
LexAurum Advisors
Kansas
$545K +$15.1K +50 +3%
HWM
2605
Hemington Wealth Management
Virginia
$544K -$114K -378 -17%
CC
2606
Courier Capital
New York
$544K +$118K +390 +27%
BBNB
2607
Baker Boyer National Bank
Washington
$544K +$546K +1,812 New
MRWM
2608
ML&R Wealth Management
Texas
$544K +$3.31K +11 +0.6%
FSA
2609
Financial Security Advisor
Virginia
$543K +$545K +1,808 New
BB
2610
Berkshire Bank
Massachusetts
$542K -$3.01K -10 -0.6%
WCG
2611
Weaver Consulting Group
California
$541K -$22.9K -76 -4%
PM
2612
Penbrook Management
New York
$540K – – –
GIM
2613
Grassi Investment Management
California
$540K +$81.4K +270 +18%
SM
2614
Sweeney & Michel
California
$539K +$1.51K +5 +0.3%
FA
2615
Fermata Advisors
California
$539K +$218K +722 +67%
NB
2616
Northwest Bancshares
Pennsylvania
$539K -$36.2K -120 -6%
LA
2617
Latitude Advisors
Florida
$537K -$6.63K -22 -1%
PWM
2618
PBMares Wealth Management
Virginia
$537K -$38.9K -129 -7%
CSB
2619
City State Bank
Iowa
$535K – – –
JMF
2620
Johnson Midwest Financial
Iowa
$535K – – –
FWTB
2621
First Western Trust Bank
Colorado
$534K -$371K -1,231 -41%
BWAM
2622
Boyd Watterson Asset Management
Ohio
$532K -$457K -1,516 -46%
F4L
2623
Fortune 45 LLC
Louisiana
$532K +$75.9K +252 +17%
RWMG
2624
Redwood Wealth Management Group
New Jersey
$530K +$94.9K +315 +22%
SDH
2625
Sloy Dahl & Holst
Washington
$529K +$49.7K +165 +10%
103 104
105
106 107