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Name Holding Trade Value Shares
Change 		Change in
Stake
LD
2351
Lipe & Dalton
New York
$779K – – –
RG
2352
Richelieu Gestion
France
$779K +$176K +585 +29%
PPW
2353
Parcion Private Wealth
Washington
$779K +$62.1K +206 +9%
PWA
2354
Physician Wealth Advisors
Utah
$776K – – –
CCFM
2355
Clear Creek Financial Management
Washington
$774K +$263K +872 +51%
ML
2356
McAdam LLC
Pennsylvania
$773K +$129K +427 +20%
DCM
2357
Dudley Capital Management
Virginia
$770K +$80.4K +267 +12%
BCG
2358
Breakwater Capital Group
New Jersey
$770K +$23.2K +77 +3%
LFA
2359
LGT Financial Advisors
Texas
$770K – – –
LRIA
2360
Leonard Rickey Investment Advisors
Washington
$767K -$46.1K -153 -6%
TA
2361
TruWealth Advisors
Louisiana
$766K -$4.82K -16 -0.6%
TW
2362
Towerpoint Wealth
California
$764K -$360K -1,196 -32%
NSB
2363
Norway Savings Bank
Maine
$764K +$64.8K +215 +9%
WSC
2364
Wellington Shields & Co
New York
$763K -$105K -350 -12%
VEA
2365
Virtus ETF Advisers
New York
$762K -$329K -1,091 -30%
FSC
2366
Full Sail Capital
Oklahoma
$762K +$6.63K +22 +0.9%
TWM
2367
Triton Wealth Management
Arizona
$761K – – –
HWP
2368
Heritage Wealth Partners
Ohio
$761K +$303K +1,007 +66%
GA
2369
Greytown Advisors
Florida
$760K +$60.6K +201 +9%
PIA
2370
Panoramic Investment Advisors
Colorado
$760K +$762K +2,530 New
WF
2371
Wayfinding Financial
Washington
$759K -$34.3K -114 -4%
CAM
2372
Chesapeake Asset Management
New York
$756K +$28.6K +95 +4%
SIC
2373
Samalin Investment Counsel
New York
$756K -$51.8K -172 -6%
CA
2374
Crane Advisory
California
$755K -$30.1K -100 -4%
OPA
2375
Old Port Advisors
Maine
$755K +$757K +2,514 New
93 94
95
96 97