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Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
2601
Weik Capital Management
Pennsylvania
$546K -$29.2K -97 -5%
SIG
2602
Sargent Investment Group
Maryland
$546K +$227K +755 +71%
FIA
2603
FNY Investment Advisers
New York
$545K +$548K +1,818 New
AIA
2604
Alera Investment Advisors
Illinois
$545K +$8.13K +27 +2%
LA
2605
LexAurum Advisors
Kansas
$545K +$15.1K +50 +3%
HWM
2606
Hemington Wealth Management
Virginia
$544K -$114K -378 -17%
CC
2607
Courier Capital
New York
$544K +$118K +390 +27%
BBNB
2608
Baker Boyer National Bank
Washington
$544K +$546K +1,812 New
MRWM
2609
ML&R Wealth Management
Texas
$544K +$3.31K +11 +0.6%
FSA
2610
Financial Security Advisor
Virginia
$543K +$545K +1,808 New
BB
2611
Berkshire Bank
Massachusetts
$542K -$3.01K -10 -0.6%
WCG
2612
Weaver Consulting Group
California
$541K -$22.9K -76 -4%
PM
2613
Penbrook Management
New York
$540K – – –
GIM
2614
Grassi Investment Management
California
$540K +$81.4K +270 +18%
SM
2615
Sweeney & Michel
California
$539K +$1.51K +5 +0.3%
FA
2616
Fermata Advisors
California
$539K +$218K +722 +67%
NB
2617
Northwest Bancshares
Pennsylvania
$539K -$36.2K -120 -6%
LA
2618
Latitude Advisors
Florida
$537K -$6.63K -22 -1%
PWM
2619
PBMares Wealth Management
Virginia
$537K -$38.9K -129 -7%
CSB
2620
City State Bank
Iowa
$535K – – –
JMF
2621
Johnson Midwest Financial
Iowa
$535K – – –
FWTB
2622
First Western Trust Bank
Colorado
$534K -$371K -1,231 -41%
BWAM
2623
Boyd Watterson Asset Management
Ohio
$532K -$457K -1,516 -46%
F4L
2624
Fortune 45 LLC
Louisiana
$532K +$75.9K +252 +17%
RWMG
2625
Redwood Wealth Management Group
New Jersey
$530K +$94.9K +315 +22%
103 104
105
106 107