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Name Holding Trade Value Shares
Change 		Change in
Stake
MCWA
2101
Meadow Creek Wealth Advisors
Georgia
$977K +$914K +33,230 New
SFO
2102
Stokes Family Office
Louisiana
$976K +$105K +3,820 +13%
MHIC
2103
Marble Harbor Investment Counsel
Massachusetts
$972K – – –
GIA
2104
Guyasuta Investment Advisors
Pennsylvania
$972K +$44K +1,600 +5%
DU
2105
Delphia (USA)
Ontario, Canada
$972K +$909K +33,040 New
CC
2106
Constitution Capital
Connecticut
$971K +$55K +2,000 +6%
DIM
2107
Delta Investment Management
California
$968K +$30K +1,090 +3%
WAM
2108
Weiss Asset Management
Massachusetts
$968K +$905K +32,900 New
TFA
2109
Toth Financial Advisory
Virginia
$966K -$2.48K -90 -0.3%
KWA
2110
KCS Wealth Advisory
California
$960K -$27.8K -1,010 -3%
DBRC
2111
D.B. Root & Company
Pennsylvania
$959K -$756K -27,480 -46%
AWM
2112
Accurate Wealth Management
Florida
$959K +$12.4K +450 +1%
BWP
2113
Baldwin Wealth Partners
Massachusetts
$958K -$148K -5,390 -14%
GWS
2114
Glassman Wealth Services
Virginia
$956K -$28.9K -1,050 -3%
RWI
2115
Red Wave Investments
Pennsylvania
$954K -$3.85K -140 -0.4%
MSFP
2116
Mark Sheptoff Financial Planning
Connecticut
$954K +$6.88K +250 +0.8%
CIA
2117
Compass Ion Advisors
Pennsylvania
$953K +$2.2K +80 +0.2%
CL
2118
CIM LLC
New York
$952K -$357K -12,960 -23%
AFAS
2119
Acorn Financial Advisory Services
Virginia
$952K -$168K -6,090 -16%
MFG
2120
Monte Financial Group
Connecticut
$951K -$80.1K -2,910 -8%
SAMC
2121
Spectrum Asset Management (California)
California
$950K -$329K -11,950 -27%
NJBEST
2122
New Jersey Better Educational Savings Trust
New Jersey
$947K -$226K -8,200 -20%
PBO
2123
Peoples Bank (Ohio)
Ohio
$947K +$13.8K +500 +2%
BCM
2124
Birmingham Capital Management
Alabama
$946K -$55K -2,000 -6%
JHCP
2125
Jackson Hole Capital Partners
Oklahoma
$946K +$3.3K +120 +0.4%
83 84
85
86 87