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Name Holding Trade Value Shares
Change 		Change in
Stake
CM
1776
Cercano Management
Washington
$252K -$27.4M -306,486 -99%
BOH
1777
Bank of Hawaii
Hawaii
$252K -$29.1K -325 -10%
OC
1778
Oakworth Capital
Alabama
$252K -$1.43K -16 -0.5%
FFG
1779
Frisch Financial Group
New York
$251K -$4.21K -47 -2%
MWM
1780
Marion Wealth Management
Pennsylvania
$251K -$68.6K -766 -20%
MS
1781
Marshall & Sullivan
Washington
$250K -$4.92K -55 -2%
QC
1782
Quent Capital
New York
$250K -$2.24K -25 -0.8%
PA
1783
PSI Advisors
Florida
$250K – – –
ICP
1784
Impact Capital Partners
Colorado
$250K -$131K -1,467 -33%
TF
1785
Tudor Financial
Ohio
$250K -$26.8K -299 -9%
AF
1786
Aviso Financial
Ontario, Canada
$250K +$1.07K +12 +0.4%
M
1787
MOTCO
Texas
$249K – – –
AFA
1788
AA Financial Advisors
Ohio
$249K -$806 -9 -0.3%
JJBC
1789
James J. Burns & Company
New York
$248K -$1.7K -19 -0.6%
AM
1790
Atwater Malick
Pennsylvania
$247K +$12.1K +135 +5%
JSA
1791
Jacobson & Schmitt Advisors
Wisconsin
$247K +$261K +2,915 New
EWA
1792
Evolution Wealth Advisors
Florida
$246K -$8.68K -97 -3%
ALA
1793
Atlas Legacy Advisors
California
$246K +$260K +2,904 New
LA
1794
LVW Advisors
New York
$245K -$31.1K -347 -11%
NRWA
1795
North Ridge Wealth Advisors
Oregon
$245K +$67.1K +750 +35%
PFM
1796
Potomac Fund Management
Florida
$245K +$259K +2,896 New
MAG
1797
M3 Advisory Group
Massachusetts
$245K +$5.19K +58 +2%
FHA
1798
Flagship Harbor Advisors
Massachusetts
$245K -$23.8K -266 -8%
RIA
1799
Realta Investment Advisors
Delaware
$245K +$259K +2,893 New
JBA
1800
Johnson Bixby & Associates
Washington
$244K – – –
70 71
72
73 74