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Name Holding Trade Value Shares
Change 		Change in
Stake
W
2301
WealthStone
Ohio
$340K +$319K +1,648 New
CA
2302
Crewe Advisors
Utah
$338K -$143K -739 -31%
SC
2303
Solstein Capital
California
$337K +$318K +1,643 New
CTA
2304
Colonial Trust Advisors
South Carolina
$336K +$65.3K +337 +26%
MCM
2305
Maple Capital Management
Vermont
$334K -$19.8K -102 -6%
HKAM
2306
Horizon Kinetics Asset Management
New York
$333K -$52.9K -273 -14%
TFA
2307
Toth Financial Advisory
Virginia
$331K +$239K +1,235 +325%
HIM
2308
Hillsdale Investment Management
Ontario, Canada
$330K -$31K -160 -9%
EDRIA
2309
Edmonds Duncan Registered Investment Advisors
Kansas
$330K – – –
LB
2310
Legacy Bridge
Iowa
$330K +$24.2K +125 +8%
SCA
2311
Sage Capital Advisors
South Dakota
$329K +$7.17K +37 +2%
FFC
2312
First Financial Corp
Indiana
$328K – – –
GA
2313
Greytown Advisors
Florida
$327K -$6.2K -32 -2%
RCA
2314
Ranch Capital Advisors
Florida
$324K -$26.3K -136 -8%
TTWM
2315
TCV Trust & Wealth Management
Virginia
$324K – – –
PC
2316
Pecaut & Co
Iowa
$323K – – –
MSR
2317
Main Street Research
Connecticut
$323K +$34.5K +178 +13%
AWC
2318
Abundance Wealth Counselors
Pennsylvania
$321K +$63.9K +330 +27%
FFW
2319
Fusion Family Wealth
New York
$320K – – –
KA
2320
KLCM Advisors
Wisconsin
$319K -$38.7K -200 -11%
FGAM
2321
Financial Gravity Asset Management
Texas
$318K -$32.2K -166 -15%
PEA
2322
Pacific Edge Advisors
California
$318K +$6.97K +36 +2%
CW
2323
CreativeOne Wealth
Kansas
$316K +$47.5K +245 +19%
SPP
2324
Single Point Partners
Massachusetts
$316K +$300K +1,549 New
CCM
2325
Colorado Capital Management
Colorado
$315K +$6.58K +34 +2%
91 92
93
94 95