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Name Holding Trade Value Shares
Change 		Change in
Stake
CNBT
2551
Canandaigua National Bank & Trust
New York
$344K – – –
SL
2552
Summitry LLC
California
$344K -$73.2K -321 -20%
ECM
2553
Element Capital Management
New York
$343K +$299K +1,312 New
GCP
2554
GSA Capital Partners
United Kingdom
$343K -$171K -750 -36%
APW
2555
Axim Planning & Wealth
Ohio
$343K +$299K +1,311 New
CWA
2556
Carolina Wealth Advisors
South Carolina
$343K +$18.7K +82 +7%
VC
2557
Veery Capital
Delaware
$342K -$48.3K -212 -14%
SWM
2558
Segment Wealth Management
Texas
$340K +$8.67K +38 +3%
RBFC
2559
Roman Butler Fullerton & Co
Missouri
$340K -$19.6K -86 -5%
JFA
2560
JNBA Financial Advisors
Minnesota
$340K -$49K -215 -14%
RWA
2561
River Wealth Advisors
Pennsylvania
$339K -$136K -597 -32%
RCI
2562
RS Crum Inc
California
$339K +$6.84K +30 +2%
SAM
2563
S.A. Mason
Michigan
$339K +$18.7K +82 +7%
TIM
2564
Tortoise Investment Management
New York
$339K – – –
IFA
2565
Index Fund Advisors
California
$338K -$3.42K -15 -1%
SCP
2566
Stevens Capital Partners
Nebraska
$338K +$53.6K +235 +22%
SIA
2567
SGL Investment Advisors
Montana
$337K +$247K +1,083 New
CAM
2568
Covenant Asset Management
New Jersey
$337K +$37.6K +165 +15%
PIWA
2569
Prevail Innovative Wealth Advisors
Kansas
$336K +$9.58K +42 +3%
PWM
2570
Palumbo Wealth Management
New York
$336K -$2.05K -9 -0.7%
CMS
2571
Capital Market Strategies
Florida
$335K +$3.42K +15 +1%
VPWA
2572
Vestia Personal Wealth Advisors
Indiana
$334K +$3.88K +17 +1%
MGWM
2573
Marks Group Wealth Management
Minnesota
$334K -$1.51M -6,634 -84%
TC
2574
Truvestments Capital
Florida
$334K +$291K +1,275 New
WF
2575
Whelan Financial
California
$333K +$22.6K +99 +8%
101 102
103
104 105