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Name Holding Trade Value Shares
Change 		Change in
Stake
OPA
2376
Old Port Advisors
Maine
$755K +$757K +2,514 New
SG
2377
Sharper & Granite
California
$752K – – –
CIC
2378
Chase Investment Counsel
Virginia
$751K -$405K -1,345 -35%
OFS
2379
OneAscent Financial Services
Alabama
$751K +$206K +684 +38%
CPM
2380
Connective Portfolio Management
New York
$751K +$753K +2,500 New
MWM
2381
Merriman Wealth Management
Washington
$750K +$154K +510 +26%
CRI
2382
Colonial River Investments
Virginia
$750K +$12.7K +42 +2%
BP
2383
BBR Partners
New York
$747K +$290K +962 +63%
WA
2384
Waddell & Associates
Tennessee
$745K +$98.2K +326 +15%
CPSC
2385
Carl P. Sherr & Co
Massachusetts
$744K – – –
SXL
2386
Summit X LLC
Missouri
$744K -$976K -3,239 -57%
KWM
2387
Kolinsky Wealth Management
New Jersey
$742K +$72.3K +240 +11%
OC
2388
Oarsman Capital
Wisconsin
$740K +$8.74K +29 +1%
OAM
2389
Oak Asset Management
California
$740K – – –
PPP
2390
Private Portfolio Partners
New Jersey
$739K +$10.8K +36 +1%
VW
2391
Vance Wealth
California
$739K +$72.3K +240 +11%
TCM
2392
Tufton Capital Management
Maryland
$739K +$113K +375 +18%
AWA
2393
Amplius Wealth Advisors
Pennsylvania
$738K -$114K -380 -13%
MWAM
2394
Manhattan West Asset Management
California
$738K +$6.33K +21 +0.9%
WKWM
2395
Walter & Keenan Wealth Management
Indiana
$738K -$1.51K -5 -0.2%
LA
2396
Lifeworks Advisors
Michigan
$737K -$266K -884 -26%
PP
2397
Patten & Patten
Tennessee
$737K -$43.1K -143 -6%
BA
2398
Birinyi Associates
Connecticut
$736K +$226K +750 +44%
EWS
2399
Evergreen Wealth Solutions
Pennsylvania
$735K -$73.2K -243 -9%
FAFN
2400
First Affirmative Financial Network
Colorado
$733K +$9.94K +33 +1%
94 95
96
97 98