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Name Holding Trade Value Shares
Change 		Change in
Stake
FLPIM
1726
F.L. Putnam Investment Management
Massachusetts
$351K +$19K +221 +6%
HIC
1727
Holderness Investments Company
North Carolina
$351K -$12.8K -149 -4%
WPP
1728
Whalerock Point Partners
Rhode Island
$351K – – –
PJSIMP
1729
P.J. Schmidt Investment Management (PJS)
Wisconsin
$350K -$106K -1,230 -26%
CCT
1730
Chemung Canal Trust
New York
$350K +$308K +3,591 New
RC
1731
Roundview Capital
New Jersey
$350K +$16.1K +188 +6%
SCM
1732
Soros Capital Management
New York
$350K -$87.4K -1,019 -22%
KWM
1733
Kolinsky Wealth Management
New Jersey
$349K +$34.4K +401 +13%
SL
1734
Sentry LLC
Tennessee
$346K – – –
A
1735
Allianz
Germany
$346K – – –
PA
1736
PFG Advisors
Arizona
$344K +$21.1K +246 +7%
RWI
1737
Red Wave Investments
Pennsylvania
$343K +$6.35K +74 +2%
TWM
1738
Tanager Wealth Management
United Kingdom
$342K +$3.17K +37 +1%
6F
1739
626 Financial
Michigan
$341K -$14.1K -164 -4%
SC
1740
SouthState Corp
Florida
$341K -$448K -5,218 -60%
CW
1741
Channel Wealth
California
$341K -$20.9K -244 -7%
FHA
1742
Flagship Harbor Advisors
Massachusetts
$340K -$145K -1,686 -33%
GCA
1743
Gradient Capital Advisors
California
$340K +$11.1K +129 +4%
AR
1744
Apeiron RIA
Texas
$340K +$11.4K +133 +4%
TFA
1745
Tranquilli Financial Advisor
New Jersey
$339K +$1.72K +20 +0.6%
IIM
1746
Ipswich Investment Management
Massachusetts
$338K +$8.92K +104 +3%
ATC
1747
Adirondack Trust Company
New York
$337K – – –
FBT
1748
First Bank & Trust
South Dakota
$335K – – –
SWA
1749
SOA Wealth Advisors
New York
$334K +$601 +7 +0.2%
EWM
1750
Executive Wealth Management
Michigan
$334K +$294K +3,421 New
68 69
70
71 72