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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2726
Palumbo Wealth Management
New York
$294K -$43.6K -495 -11%
PWM
2727
Parkshore Wealth Management
California
$294K +$44K +500 +14%
TCOO
2728
Trust Company of Oklahoma
Oklahoma
$293K +$12K +136 +3%
CNWM
2729
Clay Northam Wealth Management
California
$293K -$176 -2 -0%
MCM
2730
Marathon Capital Management
Maryland
$293K +$361K +4,101 New
CCI
2731
Credit Capital Investments
New Jersey
$293K – – –
4WM
2732
4J Wealth Management
Virginia
$291K – – –
1SB
2733
1ST Source Bank
Indiana
$291K -$2.64K -30 -0.7%
EFH
2734
Eaton Financial Holdings
Florida
$291K +$36.8K +418 +11%
CGA
2735
Crescent Grove Advisors
Illinois
$291K +$155K +1,760 +76%
BAM
2736
Byrne Asset Management
New Jersey
$290K -$15K -170 -4%
BCM
2737
Boreal Capital Management
Florida
$288K -$246K -2,790 -41%
AAG
2738
Asset Advisory Group
New Jersey
$288K +$356K +4,040 New
TDB
2739
Thompson David Blair
$288K -$35K -397 -9%
FPWM
2740
FSB Premier Wealth Management
Iowa
$288K +$18.9K +215 +6%
CWAF
2741
Core Wealth Advisors (Florida)
Florida
$287K +$50.5K +573 +17%
ES
2742
Eagle Strategies
New York
$287K +$8.1K +92 +2%
BAWC
2743
Boyce & Associates Wealth Consulting
Texas
$287K – – –
AWP
2744
Astra Wealth Partners
New Jersey
$287K +$11.2K +127 +3%
PPA
2745
Painted Porch Advisors
California
$286K -$43.1K -489 -11%
TWM
2746
Thryve Wealth Management
Texas
$286K -$1.85K -21 -0.5%
BWM
2747
BigSur Wealth Management
Florida
$286K – – –
MPIA
2748
Mountain Pacific Investment Advisers
Idaho
$286K – – –
NS
2749
Northland Securities
Minnesota
$286K – – –
AWC
2750
Adamsbrown Wealth Consultants
Kansas
$285K -$154K -1,751 -30%
108 109
110
111 112