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Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
1701
Griffin Asset Management
New York
$413K – – –
CWG
1702
Crown Wealth Group
North Carolina
$412K -$2.83K -15 -0.7%
PIA
1703
Powell Investment Advisors
Florida
$412K – – –
WHCI
1704
W.H. Cornerstone Investments
Massachusetts
$411K -$69.8K -370 -16%
NBWM
1705
North Berkeley Wealth Management
California
$411K -$47.2K -250 -11%
FLP
1706
Financial Life Planners
Arizona
$410K -$17K -90 -4%
RF
1707
Rossby Financial
Florida
$410K +$30.2K +160 +9%
NWA
1708
New World Advisors
Massachusetts
$409K -$69.8K -370 -16%
CSPIA
1709
Cary Street Partners Investment Advisory
Virginia
$406K +$7.55K +40 +2%
FIA
1710
FNY Investment Advisers
New York
$405K -$492K -2,610 -57%
KLCM
1711
KG&L Capital Management
Louisiana
$404K -$703K -3,725 -65%
KIM
1712
Kestra Investment Management
Texas
$404K +$8.49K +45 +2%
MCM
1713
Manchester Capital Management
Vermont
$402K -$95.3K -505 -21%
TP
1714
Tranquility Partners
Tennessee
$402K – – –
UCB
1715
United Community Bank
South Carolina
$400K +$160K +850 +78%
FA
1716
FDx Advisors
Illinois
$399K -$943 -5 -0.3%
GGA
1717
Granite Group Advisors
Connecticut
$399K +$26.4K +140 +8%
SFS
1718
Sharp Financial Services
Pennsylvania
$398K +$67.9K +360 +23%
EFS
1719
Essex Financial Services
Connecticut
$395K +$17.9K +95 +5%
SPWM
1720
Spartan Planning & Wealth Management
North Carolina
$395K +$362K +1,920 New
GLA
1721
Good Life Advisors
Pennsylvania
$393K +$360K +1,910 New
SFG
1722
Seamount Financial Group
Colorado
$392K -$23.6K -125 -6%
WC
1723
Weil Company
California
$392K +$943 +5 +0.3%
RWM
1724
RKL Wealth Management
Pennsylvania
$390K – – –
LOIM
1725
Liberty One Investment Management
Illinois
$389K +$41.5K +220 +13%
67 68
69
70 71