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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2976
Centerpoint Advisors
Massachusetts
$486K +$30.6K +94 +7%
RCM
2977
Raleigh Capital Management
North Carolina
$485K +$153K +469 +52%
OWA
2978
ORBA Wealth Advisors
Illinois
$485K +$446K +1,371 New
TCMP
2979
Thrive Capital Management (Pennsylvania)
Pennsylvania
$483K +$181K +557 +69%
RMCM
2980
Reynders McVeigh Capital Management
Massachusetts
$482K -$12.7K -39 -3%
HIM
2981
Hanlon Investment Management
New Jersey
$482K +$26.4K +81 +6%
CCM
2982
Chiron Capital Management
Florida
$481K -$293K -900 -40%
PAWA
2983
Palo Alto Wealth Advisors
California
$481K +$4.88K +15 +1%
LAM
2984
Lakewood Asset Management
Illinois
$480K – – –
GF
2985
Gries Financial
Ohio
$480K -$55.4K -170 -11%
MPW
2986
Monterey Private Wealth
California
$480K – – –
HCM
2987
Hilton Capital Management
New York
$479K – – –
GSIS
2988
Global Strategic Investment Solutions
Arizona
$479K +$14.3K +44 +3%
PMSA
2989
Patrick M. Sweeney & Associates
Illinois
$478K +$440K +1,350 New
SWM
2990
StoneCrest Wealth Management
Arizona
$478K +$440K +1,350 New
MFC
2991
Mechanics Financial Corp
Ohio
$476K +$438K +1,344 New
SCM
2992
Sebold Capital Management
Illinois
$475K -$13K -40 -3%
AWM
2993
Activest Wealth Management
Florida
$475K -$334K -1,025 -43%
HNW
2994
High Note Wealth
Minnesota
$474K – – –
ESBC
2995
E.S. Barr & Co
Kentucky
$474K – – –
DP
2996
Dearborn Partners
Illinois
$474K +$2.28K +7 +0.5%
IPW
2997
Impact Partnership Wealth
Georgia
$473K -$212K -650 -33%
WPA
2998
West Paces Advisors
Georgia
$473K -$69K -212 -14%
AWS
2999
Aspen Wealth Strategies
Colorado
$473K -$4.23K -13 -1%
TFO
3000
Tarbox Family Office
California
$473K +$1.95K +6 +0.5%
118 119
120
121 122