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Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
1351
Pallas Capital Advisors
Massachusetts
$579K +$126K +1,449 +30%
TA
1352
TFG Advisers
Michigan
$576K +$2.95K +34 +0.5%
ISFAN
1353
Investor's Fiduciary Advisor Network
Washington
$576K +$114K +1,311 +26%
ML
1354
McAdam LLC
Pennsylvania
$576K +$23.7K +274 +5%
FMP
1355
Financial Management Professionals
Texas
$575K +$107K +1,240 +25%
BA
1356
Birinyi Associates
Connecticut
$573K – – –
ST
1357
Somerset Trust
Pennsylvania
$572K +$20.4K +235 +4%
SJIM
1358
St. Johns Investment Management
Florida
$568K +$91.9K +1,060 +21%
WAG
1359
Wallace Advisory Group
California
$568K +$502K +5,792 New
CT
1360
Clearstead Trust
Maine
$567K +$24.6K +284 +5%
HHRDM
1361
H&H Retirement Design & Management
Nevada
$565K -$2.86K -33 -0.5%
SRC
1362
Shufro Rose & Co
New York
$563K +$251K +2,900 +102%
DI
1363
Diligent Investors
California
$562K +$10.1K +117 +2%
IAIM
1364
International Assets Investment Management
Florida
$562K -$184K -2,119 -26%
OWP
1365
ORG Wealth Partners
Texas
$562K +$147K +1,691 +40%
LW
1366
Linscomb Wealth
Texas
$561K -$116K -1,333 -18%
AFT
1367
Alpha Family Trust
California
$561K -$103K -1,190 -16%
WKWM
1368
Walter & Keenan Wealth Management
Indiana
$560K +$11.9K +137 +2%
BFO
1369
Boston Family Office
Massachusetts
$557K -$8.67K -100 -2%
CPIA
1370
Cornell Pochily Investment Advisors
New York
$557K -$252K -2,904 -32%
TCWM
1371
Total Clarity Wealth Management
Illinois
$556K +$526K +6,071 New
CSC
1372
Caldwell Sutter Capital
California
$554K -$19.9K -230 -4%
EFMC
1373
Empire Financial Management Company
New York
$554K – – –
EB
1374
Emprise Bank
Kansas
$554K +$21.2K +245 +4%
AB
1375
Atlas Brown
Kentucky
$553K +$21.3K +246 +4%
53 54
55
56 57