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Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
2826
STALEY CAPITAL ADVISERS
Pennsylvania
$882K -$45.1K -101 -5%
DIM
2827
Delta Investment Management
California
$882K +$57.5K +129 +8%
OWA
2828
Outlook Wealth Advisors
Texas
$881K +$809K +1,814 New
SHFA
2829
SC&H Financial Advisors
Maryland
$881K – – –
SFS
2830
Sharp Financial Services
Pennsylvania
$880K +$124K +279 +18%
BBNB
2831
Baker Boyer National Bank
Washington
$880K – – –
PSC
2832
Prentiss Smith & Co
Vermont
$879K -$8.92K -20 -1%
HA
2833
Hamel Associates
New Jersey
$879K -$29K -65 -3%
ACC
2834
Acorn Creek Capital
Colorado
$878K +$46.4K +104 +6%
CAM
2835
Concorde Asset Management
Michigan
$877K -$237K -532 -23%
PFA
2836
Pathway Financial Advisors
Vermont
$877K +$87K +195 +12%
HWP
2837
Heritage Wealth Partners
Ohio
$877K – – –
PM
2838
Penbrook Management
New York
$874K – – –
PWM
2839
Prentice Wealth Management
New York
$873K +$31.2K +70 +4%
BSB
2840
Bangor Savings Bank
Maine
$873K +$148K +332 +23%
EMAM
2841
Encompass More Asset Management
California
$871K +$13.4K +30 +2%
BWAM
2842
Boyd Watterson Asset Management
Ohio
$871K +$25.9K +58 +3%
HP
2843
HT Partners
Connecticut
$870K +$446 +1 +0.1%
F4L
2844
Fortune 45 LLC
Louisiana
$870K +$17.8K +40 +2%
LA
2845
LexAurum Advisors
Kansas
$869K +$446 +1 +0.1%
GIM
2846
Grassi Investment Management
California
$869K -$4.46K -10 -0.6%
LRPA
2847
L. Roy Papp & Associates
Arizona
$868K -$58K -130 -7%
RWA
2848
Rooted Wealth Advisors
Illinois
$867K +$17K +38 +2%
HWA
2849
Heritage Wealth Advisors
Virginia
$866K -$49.5K -111 -6%
EWS
2850
Evergreen Wealth Solutions
Pennsylvania
$862K -$245K -550 -24%
112 113
114
115 116