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Name Holding Trade Value Shares
Change 		Change in
Stake
CSC
1876
Caldwell Sutter Capital
California
$292K – – –
FFA
1877
Fragasso Financial Advisors
Pennsylvania
$292K +$13.7K +117 +5%
SCM
1878
Schnieders Capital Management
California
$291K +$1.75K +15 +0.6%
FWM
1879
FFT Wealth Management
Pennsylvania
$290K -$13.3K -114 -4%
CCA
1880
Conestoga Capital Advisors
Pennsylvania
$290K -$64.3K -550 -17%
SW
1881
SlateStone Wealth
Florida
$290K – – –
PAG
1882
Paladin Advisory Group
Iowa
$290K – – –
EBSAM
1883
Eubel Brady & Suttman Asset Management
Ohio
$288K +$112K +961 +58%
BC
1884
Brookfield Corp
Ontario, Canada
$288K -$4.05M -34,640 -93%
JF
1885
JSF Financial
California
$287K -$40.1K -343 -12%
OL
1886
Optas LLC
Texas
$287K -$4.56K -39 -1%
RW
1887
Rede Wealth
Virginia
$286K +$351 +3 +0.1%
OHWA
1888
Oak Hill Wealth Advisors
Virginia
$285K -$11.7K -100 -4%
MA
1889
MJP Associates
Connecticut
$285K -$40.2K -344 -12%
CAAS
1890
Capital Asset Advisory Services
Michigan
$284K +$1.87K +16 +0.6%
GA
1891
Goldstein Advisors
Wisconsin
$284K -$15.1K -129 -5%
PWM
1892
Palumbo Wealth Management
New York
$284K +$60.6K +518 +25%
SCA
1893
Sage Capital Advisors
South Dakota
$283K -$585 -5 -0.2%
HP
1894
HT Partners
Connecticut
$283K – – –
MA
1895
MBA Advisors
Pennsylvania
$282K -$42.1K -360 -12%
GWM
1896
GSB Wealth Management
Connecticut
$281K +$65.1K +557 +28%
JFA
1897
JNBA Financial Advisors
Minnesota
$281K -$65.6K -561 -18%
LF
1898
Lantz Financial
Illinois
$281K +$53.4K +457 +22%
OWA
1899
Opal Wealth Advisors
New York
$281K +$12.6K +108 +4%
MG
1900
Marex Group
$281K -$381K -3,255 -56%
74 75
76
77 78