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Name Holding Trade Value Shares
Change
Change in
Stake
GPA
1951
Guerra Pan Advisors
New Jersey
$1.14M
AWM
1952
Avior Wealth Management
Nebraska
$1.14M -$53.4K -518 -4%
CYG
1953
Clean Yield Group
Vermont
$1.14M -$16.6K -161 -1%
PIM
1954
Pullen Investment Management
Florida
$1.14M -$139K -1,348 -11%
PCA
1955
Peddock Capital Advisors
Massachusetts
$1.14M -$638K -6,190 -35%
CP
1956
Canopy Partners
Ohio
$1.14M +$150K +1,455 +15%
MCCA
1957
Mill Creek Capital Advisors
Pennsylvania
$1.14M +$165K +1,601 +16%
WMA
1958
Wealth Management Associates
New Jersey
$1.13M -$89.8K -871 -7%
PSFG
1959
Prairie Sky Financial Group
Illinois
$1.13M
NSAM
1960
North Star Asset Management
Wisconsin
$1.13M +$27.8K +270 +2%
BTWM
1961
Baker Tilly Wealth Management
Wisconsin
$1.13M -$166K -1,615 -12%
ICP
1962
Impact Capital Partners
Colorado
$1.13M +$1.17M +11,362 New
TE
1963
Tema ETFs
New York
$1.13M +$1.17M +11,342 New
ZIG
1964
Zullo Investment Group
Pennsylvania
$1.13M +$4.54K +44 +0.4%
MAWA
1965
Moss Adams Wealth Advisors
Washington
$1.13M +$381K +3,691 +49%
CAM
1966
Cidel Asset Management
Ontario, Canada
$1.13M +$80.9K +785 +7%
MI
1967
Motiv8 Investments
Florida
$1.12M +$449K +4,354 +63%
RWPA
1968
Richard W. Paul & Associates
Michigan
$1.12M +$67.5K +655 +6%
AA
1969
Apriem Advisors
California
$1.12M +$168K +1,632 +17%
LC
1970
Lavaca Capital
Texas
$1.12M +$40.3K +391 +4%
TC
1971
Trust Company
Kansas
$1.12M +$923K +8,955 +394%
ADIM
1972
Alpha DNA Investment Management
Maryland
$1.12M -$680K -6,598 -37%
CBT
1973
CoreFirst Bank & Trust
Kansas
$1.12M -$39.3K -381 -3%
GDP
1974
Great Diamond Partners
Maine
$1.12M -$150K -1,451 -11%
WFS
1975
Widmann Financial Services
Maryland
$1.11M -$56.7K -550 -5%