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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1576
Connecticut Wealth Management
Connecticut
$280K -$5.74K -77 -2%
PWMAG
1577
Pinnacle Wealth Management Advisory Group
New Jersey
$279K +$4.99K +67 +2%
MW
1578
MBL Wealth
North Carolina
$278K -$2.98K -40 -1%
DAM
1579
Doheny Asset Management
California
$278K – – –
AWE
1580
Avidian Wealth Enterprises
Texas
$278K -$104K -1,397 -26%
APG
1581
Abacus Planning Group
South Carolina
$277K -$233K -3,133 -44%
PFM
1582
Patton Fund Management
Texas
$277K – – –
TH
1583
TCTC Holdings
Texas
$277K -$16K -215 -5%
PWW
1584
Pettyjohn Wood & White
Virginia
$276K – – –
AWP
1585
Ascent Wealth Partners
New York
$276K -$7.68K -103 -3%
BTD
1586
BankPlus Trust Department
Mississippi
$276K -$4.92K -66 -2%
HIP
1587
HUB Investment Partners
Texas
$275K -$27.4K -367 -9%
PM
1588
Penbrook Management
New York
$274K +$293K +3,935 New
CIAS
1589
CFS Investment Advisory Services
New Jersey
$274K +$30.9K +415 +12%
HA
1590
Hamel Associates
New Jersey
$274K – – –
SCM
1591
Stevens Capital Management
Pennsylvania
$272K +$40.8K +547 +16%
EA
1592
Everpar Advisors
Oklahoma
$272K +$12.1K +162 +4%
NSIM
1593
North Star Investment Management
Illinois
$269K +$11.9K +160 +4%
GHA
1594
Granite Harbor Advisors
Texas
$269K +$4.17K +56 +1%
MP
1595
McDonald Partners
Ohio
$268K -$464K -6,229 -62%
KCM
1596
Kathmere Capital Management
Pennsylvania
$268K +$22.8K +306 +9%
EWA
1597
EverSource Wealth Advisors
Alabama
$267K -$7.6K -102 -3%
SIG
1598
Sky Investment Group
Connecticut
$267K -$17.1K -230 -6%
SWA
1599
SOA Wealth Advisors
New York
$267K -$46.2K -620 -14%
MCCP
1600
Mission Creek Capital Partners
California
$266K -$7.83K -105 -3%
62 63
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65 66