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Name Holding Trade Value Shares
Change 		Change in
Stake
1IA
2076
1834 Investment Advisors
Wisconsin
$413K -$49.6K -3,140 -8%
SWM
2077
Shelton Wealth Management
Texas
$412K +$632 +40 +0.1%
CWM
2078
Curi Wealth Management
North Carolina
$412K +$291K +18,430 +119%
PCMU
2079
Paragon Capital Management (Utah)
Utah
$412K +$7.11K +450 +1%
BIA
2080
Bigelow Investment Advisors
Maine
$411K +$84.4K +5,340 +19%
SPP
2081
Single Point Partners
Massachusetts
$411K +$276K +17,440 +106%
BAWC
2082
Boyce & Associates Wealth Consulting
Texas
$410K +$316 +20 +0.1%
6F
2083
626 Financial
Michigan
$409K +$15K +950 +3%
GIA
2084
Guyasuta Investment Advisors
Pennsylvania
$408K – – –
MLIC
2085
Mandatum Life Insurance Company
Finland
$405K +$1.9K +120 +0.4%
RCA
2086
Riverview Capital Advisers
Massachusetts
$404K +$18.2K +1,150 +4%
BWP
2087
Baldwin Wealth Partners
Massachusetts
$403K – – –
3F
2088
360 Financial
Minnesota
$403K +$240K +15,200 +84%
VBCG
2089
Valley Brook Capital Group
Pennsylvania
$402K +$24.5K +1,550 +5%
FCA
2090
FLC Capital Advisors
California
$401K -$38.9K -2,460 -7%
SC
2091
Sonen Capital
California
$401K +$181K +11,440 +53%
HCM
2092
Hengehold Capital Management
Ohio
$400K +$41.1K +2,600 +9%
MHIC
2093
Marble Harbor Investment Counsel
Massachusetts
$398K – – –
KTC
2094
Kistler-Tiffany Companies
Pennsylvania
$398K +$45.8K +2,900 +10%
MFP
2095
Meridian Financial Partners
Virginia
$397K +$172K +10,870 +44%
SFO
2096
Stokes Family Office
Louisiana
$396K -$125K -7,900 -20%
OFS
2097
OneAscent Financial Services
Alabama
$396K +$7.11K +450 +1%
VCM
2098
Virtue Capital Management
Tennessee
$395K -$53.3K -3,370 -9%
BOM
2099
Bank of Marin
California
$395K -$29.7K -1,880 -5%
CNWM
2100
Clay Northam Wealth Management
California
$394K +$41.9K +2,650 +9%
82 83
84
85 86