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Name Holding Trade Value Shares
Change 		Change in
Stake
GCA
1776
Gradient Capital Advisors
California
$292K -$2.95K -34 -1%
BHBT
1777
Burke & Herbert Bank & Trust
Virginia
$292K – – –
LWM
1778
LJI Wealth Management
Indiana
$291K – – –
WDG
1779
Wealth Dimensions Group
Ohio
$291K +$87 +1 +0%
BIM
1780
Bridges Investment Management
Nebraska
$290K -$35.5K -410 -11%
TC
1781
Tacita Capital
Ontario, Canada
$290K – – –
KA
1782
KLCM Advisors
Wisconsin
$290K -$4.51K -52 -2%
MFA
1783
Mayflower Financial Advisors
Massachusetts
$290K -$5.03K -58 -2%
FHA
1784
Flagship Harbor Advisors
Massachusetts
$290K +$8.41K +97 +3%
SB
1785
Strategic Blueprint
Georgia
$289K +$6.67K +77 +3%
RLH
1786
RD Lewis Holdings
Florida
$289K -$19.9K -230 -7%
LCM
1787
LCM Capital Management
Illinois
$288K +$4.77K +55 +2%
DLCIG
1788
D.L. Carlson Investment Group
New Hampshire
$288K -$2.6K -30 -0.9%
FFBTD
1789
First Financial Bank - Trust Division
Ohio
$288K -$9.97K -115 -4%
FTUS
1790
Flow Traders U.S.
New York
$288K +$273K +3,148 New
LIM
1791
Leavell Investment Management
Alabama
$288K -$13.8K -159 -5%
PSIWM
1792
Paradigm Strategies in Wealth Management
Minnesota
$288K – – –
PW
1793
PUREfi Wealth
Massachusetts
$286K +$271K +3,126 New
LPAM
1794
Lodestar Private Asset Management
California
$285K -$75.7K -874 -22%
SCA
1795
Scott Capital Advisors
Oregon
$284K – – –
SCP
1796
Stevens Capital Partners
Nebraska
$283K +$276K +3,180 New
NFSG
1797
Newbridge Financial Services Group
Florida
$282K -$623K -7,192 -70%
LWL
1798
Leo Wealth LLC
Texas
$282K +$267K +3,079 New
CNBOF
1799
City National Bank of Florida
Florida
$281K +$266K +3,071 New
OCG
1800
Opus Capital Group
Ohio
$281K -$14.3K -165 -5%
70 71
72
73 74