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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2576
Tanager Wealth Management
United Kingdom
$709K +$565K +1,756 New
HC
2577
Hamilton Capital
Ohio
$708K -$29.3K -91 -5%
MHC
2578
May Hill Capital
Massachusetts
$706K +$563K +1,749 New
WIM
2579
Warwick Investment Management
Texas
$706K +$14.2K +44 +3%
CASB
2580
Cape Ann Savings Bank
Massachusetts
$705K +$15.8K +49 +3%
RIS
2581
Richmond Investment Services
Wisconsin
$705K +$562K +1,746 New
1NWS
2582
1 North Wealth Services
Maryland
$705K +$561K +1,745 New
PWM
2583
Power Wealth Management
Georgia
$704K +$561K +1,743 New
EP
2584
EPIQ Partners
Minnesota
$703K -$64.3K -200 -10%
BFIM
2585
Beese Fulmer Investment Management
Ohio
$703K +$23.5K +73 +4%
CWM
2586
Cherrydale Wealth Management
New Jersey
$701K -$1.8M -5,583 -76%
FLP
2587
Financial Life Planners
Arizona
$701K +$559K +1,736 New
NFG
2588
Norris Financial Group
South Carolina
$701K +$238K +741 +75%
BWP
2589
Baldwin Wealth Partners
Massachusetts
$700K -$1.79M -5,569 -76%
LI
2590
LVZ Inc
Michigan
$699K +$2.9K +9 +0.5%
APG
2591
Abacus Planning Group
South Carolina
$698K +$1.61K +5 +0.3%
FPL
2592
Fortress Private Ledger
North Carolina
$698K +$556K +1,728 New
DFA
2593
DHJJ Financial Advisors
Illinois
$697K -$6.76K -21 -1%
IWA
2594
Inspirion Wealth Advisors
Illinois
$696K -$166K -515 -23%
LCM
2595
Leisure Capital Management
California
$695K +$298K +927 +117%
RSC
2596
Red Spruce Capital
Pennsylvania
$693K -$79.8K -248 -13%
KL
2597
KilterHowling LLC
Colorado
$692K -$122K -379 -16%
RBWA
2598
RFG - Bristol Wealth Advisors
Massachusetts
$691K +$551K +1,712 New
AP
2599
Atwood & Palmer
Missouri
$691K – – –
BIG
2600
Builder Investment Group
Georgia
$690K – – –
102 103
104
105 106