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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2126
Continuum Advisory
Idaho
$3.01M +$313K +609 +13%
WPWM
2127
Western Pacific Wealth Management
Illinois
$3M +$500K +971 +23%
APW
2128
Aurora Private Wealth
New Jersey
$3M +$102K +199 +4%
ATC
2129
Adirondack Trust Company
New York
$2.99M -$12.3K -24 -0.5%
WRPWM
2130
Werba Rubin Papier Wealth Management
California
$2.99M +$99.8K +194 +4%
WAM
2131
Weinberger Asset Management
California
$2.98M -$2.57K -5 -0.1%
OCM
2132
Olstein Capital Management
New York
$2.98M -$412K -800 -13%
MFS
2133
Monetta Financial Services
Illinois
$2.98M – – –
APP
2134
Avantax Planning Partners
Iowa
$2.98M -$1.57M -3,043 -37%
ESB
2135
Essex Savings Bank
Connecticut
$2.97M +$38.1K +74 +1%
DWA
2136
Douglass Winthrop Advisors
New York
$2.96M – – –
WAM
2137
WealthTrust Asset Management
Florida
$2.96M -$278K -540 -9%
CC
2138
Commons Capital
Massachusetts
$2.94M +$32.9K +64 +1%
NDSI
2139
Newman Dignan & Sheerar Inc
Rhode Island
$2.94M +$83.4K +162 +3%
CPA
2140
Capital Performance Advisors
California
$2.94M +$243K +472 +10%
MSFS
2141
Main Street Financial Solutions
Pennsylvania
$2.93M -$1.32M -2,564 -33%
LCGC
2142
Legacy Capital Group California
California
$2.93M -$27.3K -53 -1%
VAM
2143
Vienna Asset Management
California
$2.93M -$83.9K -163 -3%
BAM
2144
Byrne Asset Management
New Jersey
$2.93M -$121K -235 -4%
AWP
2145
Accretive Wealth Partners
New Jersey
$2.93M -$131K -254 -5%
TPW
2146
Transatlantique Private Wealth
New York
$2.93M +$167K +324 +7%
WIC
2147
Woodmont Investment Counsel
Tennessee
$2.92M +$2.06K +4 +0.1%
SIC
2148
Shoker Investment Counsel
Ohio
$2.92M +$112K +217 +4%
SFP
2149
Sandbox Financial Partners
Maryland
$2.91M -$226K -439 -8%
PCG
2150
PFC Capital Group
California
$2.91M +$54K +105 +2%
84 85
86
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