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Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
2576
Gibson Wealth Advisors
Texas
$251K – – –
TPM
2577
Triasima Portfolio Management
Quebec, Canada
$251K +$10.2K +26 +4%
KA
2578
Kerrisdale Advisers
Florida
$250K -$2.43M -6,202 -89%
LG
2579
Leuthold Group
Minnesota
$250K +$290K +740 New
AWP
2580
Astra Wealth Partners
New Jersey
$249K +$289K +738 New
BCA
2581
Bay Colony Advisors
Massachusetts
$249K -$622K -1,589 -68%
FF
2582
Francis Financial
$249K +$288K +736 New
GEA
2583
Glen Eagle Advisors
New Jersey
$249K +$76.4K +195 +36%
SFO
2584
Stokes Family Office
Louisiana
$248K -$149K -380 -34%
B
2585
BetterWealth
California
$248K -$112K -287 -28%
CWA
2586
Crusonia Wealth Advisors
Colorado
$246K +$286K +729 New
CSW
2587
Cogent Strategic Wealth
Illinois
$246K +$286K +729 New
MLL
2588
Moody Lynn & Lieberson
Massachusetts
$246K – – –
PFM
2589
Phillips Financial Management
Indiana
$246K +$285K +727 New
CAM
2590
Clark Asset Management
New Hampshire
$245K +$284K +726 New
VP
2591
Verum Partners
North Carolina
$244K +$283K +723 New
AW
2592
Avion Wealth
Texas
$244K -$77.6K -198 -21%
NFG
2593
Nadler Financial Group
Illinois
$243K +$282K +720 New
WB
2594
Webster Bank
Connecticut
$243K – – –
MIM
2595
Macroview Investment Management
Maryland
$243K -$119K -305 -30%
DIM
2596
Delta Investment Management
California
$243K -$34.5K -88 -11%
FPTW
2597
Franklin, Parlapiano, Turner & Welch
Texas
$242K +$197K +503 New
CA
2598
Claris Advisors
Missouri
$242K – – –
LWM
2599
Luminvest Wealth Management
Arizona
$241K – – –
SCM
2600
Silvant Capital Management
Georgia
$240K +$278K +710 New
102 103
104
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