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Name Holding Trade Value Shares
Change 		Change in
Stake
CMA
1726
Cedar Mountain Advisors
Oregon
$273K +$2.06K +23 +0.7%
IIM
1727
Ipswich Investment Management
Massachusetts
$273K -$22.4K -250 -7%
ATC
1728
Adirondack Trust Company
New York
$272K -$9.22K -103 -3%
SPF
1729
South Plains Financial
Texas
$272K -$985 -11 -0.3%
MTWM
1730
Masso Torrence Wealth Management
New Jersey
$272K +$36.9K +412 +15%
KA
1731
KLCM Advisors
Wisconsin
$271K +$3.4K +38 +1%
VCM
1732
Virtue Capital Management
Tennessee
$271K -$408K -4,559 -60%
GCA
1733
Gradient Capital Advisors
California
$271K +$1.34K +15 +0.5%
BHBT
1734
Burke & Herbert Bank & Trust
Virginia
$269K – – –
RLH
1735
RD Lewis Holdings
Florida
$269K -$8.06K -90 -3%
APA
1736
Astoria Portfolio Advisors
New York
$269K -$281K -3,138 -48%
C1AG
1737
Client 1st Advisory Group
Florida
$269K +$284K +3,178 New
TC
1738
Tacita Capital
Ontario, Canada
$268K – – –
IWA
1739
IVC Wealth Advisors
Pennsylvania
$268K -$51.4K -574 -15%
RS
1740
Retirement Solution
Washington
$268K -$107K -1,197 -27%
CCA
1741
Childress Capital Advisors
Texas
$267K +$59.3K +662 +27%
FBT
1742
First Bank & Trust
South Dakota
$267K -$8.59K -96 -3%
PWM
1743
Palumbo Wealth Management
New York
$267K -$11.5K -129 -4%
RC
1744
Roundview Capital
New Jersey
$266K +$10.2K +114 +4%
AW
1745
Alteri Wealth
California
$266K -$8.23K -92 -3%
CB
1746
CNB Bank
Pennsylvania
$266K -$71.2K -795 -20%
TWM
1747
Tanager Wealth Management
United Kingdom
$266K +$10.1K +113 +4%
EHAM
1748
Eagle Harbor Asset Management
Washington
$265K +$37.2K +416 +15%
LCM
1749
LCM Capital Management
Illinois
$265K -$1.16K -13 -0.4%
MAM
1750
MWA Asset Management
Massachusetts
$264K -$39.6K -442 -12%
68 69
70
71 72