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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
2176
Perennial Advisors
New York
$307K +$13.1K +574 +4%
PIM
2177
Provident Investment Management
Michigan
$307K +$321K +14,127 New
CFO
2178
Collective Family Office
Pennsylvania
$306K -$180K -7,926 -36%
MAG
2179
Mayfair Advisory Group
Alabama
$306K -$8.44K -371 -3%
GIP
2180
Greatmark Investment Partners
Georgia
$305K +$3K +132 +1%
GAM
2181
Garrison Asset Management
Arkansas
$304K +$5.75K +253 +2%
HCM
2182
Harvey Capital Management
Florida
$302K -$149K -6,554 -32%
SC
2183
Steph & Co
Wisconsin
$302K -$20.2K -888 -6%
PCH
2184
PGIM Custom Harvest
New Jersey
$302K – – –
CCM
2185
Community Capital Management
Florida
$302K +$316K +13,902 New
HWA
2186
HHM Wealth Advisors
Tennessee
$301K -$74.4K -3,269 -19%
PSB
2187
Piscataqua Savings Bank
New Hampshire
$301K -$24.9K -1,095 -7%
CRWM
2188
Castle Rock Wealth Management
California
$300K -$248K -10,883 -44%
WCF
2189
West Coast Financial
California
$300K +$4.44K +195 +1%
SFS
2190
Strategic Financial Services
New York
$299K +$1.98K +87 +0.6%
GTAM
2191
Global Trust Asset Management
Florida
$299K +$60.1K +2,640 +24%
APC
2192
Aspire Private Capital
North Carolina
$297K -$149K -6,550 -32%
HA
2193
Harborview Advisors
Maine
$297K +$13.6K +600 +5%
IAS
2194
IMA Advisory Services
Colorado
$296K – – –
AWM
2195
Altus Wealth Management
Kentucky
$295K +$614 +27 +0.2%
BWFA
2196
Baltimore-Washington Financial Advisors
Maryland
$295K +$3.84K +169 +1%
KP
2197
Keel Point
Alabama
$293K -$52.3K -2,301 -15%
SW
2198
StrongBox Wealth
Missouri
$293K +$569 +25 +0.2%
RIA
2199
RPG Investment Advisory
California
$292K -$7.33M -322,239 -96%
WA
2200
Wealth Advisors
California
$292K -$90.1K -3,963 -22%
86 87
88
89 90