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Name Holding Trade Value Shares
Change 		Change in
Stake
CC
2751
Courier Capital
New York
$652K +$10.1K +31 +2%
FF
2752
Francis Financial
$648K +$53.1K +163 +10%
PSC
2753
Prentiss Smith & Co
Vermont
$648K – – –
PWM
2754
PBMares Wealth Management
Virginia
$646K +$12K +37 +2%
WCG
2755
Weaver Consulting Group
California
$645K +$6.51K +20 +1%
MRWM
2756
ML&R Wealth Management
Texas
$644K +$2.93K +9 +0.5%
FWTB
2757
First Western Trust Bank
Colorado
$644K +$12.7K +39 +2%
W
2758
WealthCollab
Washington
$643K +$592K +1,817 New
FA
2759
Fermata Advisors
California
$643K +$6.51K +20 +1%
OPWM
2760
Oxinas Partners Wealth Management
Indiana
$642K +$158K +485 +36%
SHFA
2761
SC&H Financial Advisors
Maryland
$642K -$4.23K -13 -0.7%
YCG
2762
Yeomans Consulting Group
Georgia
$641K +$590K +1,812 New
BBNB
2763
Baker Boyer National Bank
Washington
$641K – – –
HKIMG
2764
Hutchens & Kramer Investment Management Group
Indiana
$641K +$90.5K +278 +18%
FSA
2765
Financial Security Advisor
Virginia
$640K – – –
LA
2766
Latitude Advisors
Florida
$639K +$4.88K +15 +0.8%
FZCM
2767
Flynn Zito Capital Management
New York
$637K -$14.7K -45 -2%
DWA
2768
Dougherty Wealth Advisers
Minnesota
$637K -$14.3K -44 -2%
PM
2769
Penbrook Management
New York
$637K – – –
EFI
2770
EHP Funds Inc
Canada
$637K +$586K +1,800 New
GIM
2771
Grassi Investment Management
California
$637K – – –
BWM
2772
Baystate Wealth Management
Massachusetts
$636K +$103K +315 +21%
WCM
2773
Weik Capital Management
Pennsylvania
$635K -$7.49K -23 -1%
HWM
2774
Hemington Wealth Management
Virginia
$635K -$6.51K -20 -1%
VAM
2775
Vienna Asset Management
California
$635K +$597K +1,833 New
109 110
111
112 113