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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2551
Centerpoint Advisors
Massachusetts
$326K -$24.7K -104 -7%
TAM
2552
Tucker Asset Management
Colorado
$325K +$87.9K +370 +40%
DWMG
2553
DB Wealth Management Group
California
$323K -$96K -404 -24%
D
2554
Diversified
Delaware
$323K +$309K +1,301 New
PIAS
2555
PCA Investment Advisory Services
Ohio
$323K +$4.28K +18 +1%
BC
2556
Bridgefront Capital
Texas
$323K +$308K +1,298 New
SEM
2557
Suncoast Equity Management
Florida
$322K -$4.99K -21 -2%
JWA
2558
JFS Wealth Advisors
Pennsylvania
$322K +$15.7K +66 +5%
VCM
2559
Vision Capital Management
Oregon
$322K +$308K +1,296 New
SCP
2560
Stevens Capital Partners
Nebraska
$322K +$12.6K +53 +4%
SPM
2561
Symmetry Peak Management
Pennsylvania
$320K -$763K -3,211 -71%
TCPG
2562
Trivant Custom Portfolio Group
California
$320K – – –
CNBT
2563
Canandaigua National Bank & Trust
New York
$320K -$2.14K -9 -0.7%
CC
2564
Cannell & Co
New York
$319K – – –
RA
2565
Rise Advisors
New York
$318K +$107K +450 +54%
COCM
2566
Charter Oak Capital Management
New Hampshire
$316K +$475 +2 +0.2%
FNBOMD
2567
First National Bank of Mount Dora
Florida
$316K +$5.94K +25 +2%
MSA
2568
Marino Stram & Associates
Massachusetts
$316K +$951 +4 +0.3%
APG
2569
Abacus Planning Group
South Carolina
$316K +$2.38K +10 +0.8%
FCA
2570
Fortis Capital Advisors
Kansas
$316K -$5.65M -23,794 -92%
TW
2571
Towerpoint Wealth
California
$316K -$138K -582 -31%
HPWM
2572
High Pines Wealth Management
Massachusetts
$316K +$34.7K +146 +13%
TLA
2573
Tanglewood Legacy Advisors
Texas
$316K – – –
LIA
2574
LBMC Investment Advisors
Tennessee
$314K -$59.7K -251 -17%
RFA
2575
Register Financial Advisors
Georgia
$314K +$273K +1,147 +980%
101 102
103
104 105