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Name Holding Trade Value Shares
Change 		Change in
Stake
CFAM
2651
Coury Firm Asset Management
Pennsylvania
$290K -$328K -1,700 -49%
SW
2652
SlateStone Wealth
Florida
$290K -$98.6K -511 -22%
UIA
2653
UBP Investment Advisors
Switzerland
$290K -$96.5K -500 -22%
HL
2654
HeadInvest LLC
Maine
$290K -$17.7K -92 -5%
RWP
2655
Ridgecrest Wealth Partners
California
$290K – – –
DA
2656
Denali Advisors
California
$290K +$347K +1,800 New
HAIM
2657
Hunter Associates Investment Management
Pennsylvania
$289K +$344K +1,785 New
AA
2658
Advisory Alpha
Michigan
$288K +$10K +52 +3%
ACA
2659
Atlas Capital Advisors
Wyoming
$288K +$152K +786 +79%
T
2660
TCWP
Ohio
$287K -$152K -790 -31%
CWA
2661
Consilio Wealth Advisors
Washington
$287K -$20.8K -108 -6%
CWA
2662
Choice Wealth Advisors
Maine
$287K +$343K +1,778 New
LIA
2663
LBMC Investment Advisors
Tennessee
$286K -$136K -706 -28%
TF
2664
TimeScale Financial
Massachusetts
$286K +$2.51K +13 +0.7%
EA
2665
Echo45 Advisors
California
$285K -$175K -908 -34%
GC
2666
Gruss & Co
Florida
$285K – – –
FNC
2667
First National Corp
Massachusetts
$284K -$31.4K -163 -8%
WIA
2668
World Investment Advisors
California
$284K +$35.5K +184 +12%
CFO
2669
CVA Family Office
Colorado
$282K -$182K -945 -35%
MC
2670
Miramar Capital
Illinois
$281K -$127K -659 -27%
VIM
2671
VELA Investment Management
Ohio
$281K – – –
ATFA
2672
All Terrain Financial Advisors
Minnesota
$281K +$27.8K +144 +9%
RCG
2673
Rock Creek Group
District of Columbia
$280K -$117K -605 -26%
CB
2674
Cadence Bank
Mississippi
$280K -$19.3K -100 -5%
HIP
2675
Harrell Investment Partners
Texas
$280K – – –
105 106
107
108 109