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Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
1401
Directional Asset Management
Illinois
$448K – – –
CTI
1402
Community Trust & Investment
Kentucky
$448K +$473K +5,000 New
MG
1403
Marex Group
$448K -$1.76M -18,563 -79%
CPW
1404
Cove Private Wealth
New York
$446K +$68.9K +728 +17%
MSFS
1405
Main Street Financial Solutions
Pennsylvania
$445K +$32.6K +345 +7%
NG
1406
Navigation Group
California
$445K +$470K +4,970 New
LOWM
1407
Laurel Oak Wealth Management
New Jersey
$445K -$8.99K -95 -2%
SGI
1408
Summit Global Investments
Utah
$444K +$95 +1 +0%
SLG
1409
Sanchez Levi Garrett
$442K +$467K +4,938 New
RDWM
1410
Red Door Wealth Management
Tennessee
$442K +$8.89K +94 +2%
AIM
1411
Alhambra Investment Management
Florida
$442K -$50.6K -535 -10%
SCA
1412
Sage Capital Advisors
South Dakota
$442K +$2.84K +30 +0.6%
CSPIA
1413
Cary Street Partners Investment Advisory
Virginia
$442K +$95.7K +1,012 +26%
BCM
1414
Bourgeon Capital Management
Connecticut
$442K +$378 +4 +0.1%
MWM
1415
Manske Wealth Management
Texas
$440K +$2.37K +25 +0.5%
BOPW
1416
Brandywine Oak Private Wealth
Pennsylvania
$440K +$9.08K +96 +2%
CPWA
1417
Cerro Pacific Wealth Advisors
California
$439K +$143K +1,516 +45%
LCS
1418
Levin Capital Strategies
New York
$437K – – –
PCM
1419
Palisade Capital Management
New Jersey
$437K +$203K +2,149 +79%
TGAM
1420
TBH Global Asset Management
Tennessee
$436K -$16.2K -171 -3%
PT
1421
Plimoth Trust
Massachusetts
$436K -$97.3K -1,029 -17%
ISFAN
1422
Investor's Fiduciary Advisor Network
Washington
$435K -$35.1K -371 -7%
BEAM
1423
Baker Ellis Asset Management
Washington
$435K -$9.46K -100 -2%
HCWM
1424
Hidden Cove Wealth Management
Washington
$435K +$9.08K +96 +2%
MCM
1425
Marathon Capital Management
Maryland
$434K -$946 -10 -0.2%
55 56
57
58 59