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Name Holding Trade Value Shares
Change 		Change in
Stake
GDP
3501
Great Diamond Partners
Maine
$270K +$175K +234 New
RC
3502
Resolute Capital
South Carolina
$270K +$175K +234 New
FFC
3503
Frederick Financial Consultants
Maryland
$269K +$175K +233 New
BST
3504
Bath Savings Trust
Maine
$268K +$174K +232 New
FPH
3505
Financial Planning Hawaii
Hawaii
$268K +$174K +232 New
OWP
3506
ORG Wealth Partners
Texas
$268K +$166K +222 +2,220%
CTA
3507
Colonial Trust Advisors
South Carolina
$266K +$29.2K +39 +20%
KPP
3508
Kings Path Partners
Texas
$265K -$525K -700 -75%
THL
3509
Tillman Hartley LLC
Colorado
$265K -$319K -426 -65%
CFIA
3510
Cantor Fitzgerald Investment Advisors
New York
$265K +$172K +230 New
LW
3511
Livet Wealth
Utah
$265K +$172K +230 New
TFP
3512
Tilia Fiduciary Partners
North Carolina
$265K +$172K +230 New
SCA
3513
Scott Capital Advisors
Oregon
$265K +$172K +230 New
FNBTCON
3514
First National Bank & Trust Co of Newtown
Pennsylvania
$265K +$241K +322 New
CPW
3515
Catalyst Private Wealth
California
$264K +$172K +229 New
VC
3516
VarCov Co
Connecticut
$264K +$172K +229 New
TCPW
3517
Twin City Private Wealth
North Carolina
$263K +$171K +228 New
WFA
3518
WMG Financial Advisors
Tennessee
$263K +$171K +228 New
FFA
3519
Frazier Financial Advisors
Ohio
$263K -$75K -100 -30%
RWM
3520
Raffa Wealth Management
District of Columbia
$262K +$9K +12 +6%
TP
3521
Trailhead Planners
Minnesota
$262K +$170K +227 New
LAM
3522
Lountzis Asset Management
Pennsylvania
$262K +$170K +227 New
FPCG
3523
Forum Private Client Group
Indiana
$261K +$169K +226 New
NB
3524
NBT Bank
New York
$261K +$7.5K +10 +5%
ICP
3525
Ironvine Capital Partners
Nebraska
$261K +$169K +226 New
139 140
141
142 143