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Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1051
AlphaCore Capital
California
$424K +$79.4K +1,805 +21%
TFA
1052
TPG Financial Advisors
Oregon
$424K +$8.14K +185 +2%
BIA
1053
Bigelow Investment Advisors
Maine
$423K -$34K -773 -7%
CIM
1054
Cambria Investment Management
California
$419K +$616 +14 +0.1%
APW
1055
Axim Planning & Wealth
Ohio
$418K +$191K +4,337 +74%
CWMGO
1056
Capstone Wealth Management Group (Oregon)
Oregon
$414K -$55.1K -1,253 -11%
WBC
1057
Westpac Banking Corp
Australia
$412K -$44.3K -1,006 -9%
PS
1058
Principal Securities
Iowa
$411K -$6.03K -137 -1%
MLL
1059
Moody Lynn & Lieberson
Massachusetts
$411K -$440 -10 -0.1%
PCC
1060
Park Circle Company
Maryland
$411K – – –
LCM
1061
Leisure Capital Management
California
$410K -$442K -10,047 -50%
TTIC
1062
Tower Trust & Investment Company
Iowa
$410K -$38K -865 -8%
DWA
1063
Douglass Winthrop Advisors
New York
$405K -$53.9M -1,225,272 -99%
HIC
1064
Holderness Investments Company
North Carolina
$404K -$140K -3,194 -25%
PTC
1065
Private Trust Company
Ohio
$402K -$11.8K -269 -3%
HW
1066
Hamilton Wealth
California
$400K +$179K +4,079 +72%
CANC
1067
Culbertson A N & Co
Virginia
$400K +$13.6K +309 +3%
CA
1068
Callahan Advisors
Texas
$399K -$335K -7,626 -44%
WAM
1069
Weatherly Asset Management
California
$398K -$237K -5,394 -36%
SC
1070
SouthState Corp
Florida
$397K -$1.25M -28,370 -75%
CIA
1071
Choate Investment Advisors
Massachusetts
$396K -$49.6K -1,127 -10%
NGA
1072
Naples Global Advisors
Florida
$396K -$30.7K -699 -7%
PH
1073
Pinnacle Holdings
Oklahoma
$396K -$18.3K -417 -4%
NG
1074
Norden Group
Utah
$394K +$174K +3,946 +70%
OCA
1075
OpenArc Corporate Advisory
Georgia
$394K +$34.9K +794 +9%
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