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Name Holding Trade Value Shares
Change 		Change in
Stake
CTWM
3201
Cherry Tree Wealth Management
Minnesota
$545K +$529K +1,193 +6,279%
NDSI
3202
Newman Dignan & Sheerar Inc
Rhode Island
$544K +$3.1K +7 +0.6%
CWP
3203
Curated Wealth Partners
California
$543K +$24.4K +55 +5%
LWAM
3204
Legacy Wealth Asset Management
Minnesota
$542K -$826K -1,864 -61%
SSWG
3205
Seven Springs Wealth Group
Tennessee
$542K +$49.6K +112 +10%
HHCP
3206
Hilton Head Capital Partners
South Carolina
$542K +$534K +1,205 New
FM
3207
Family Management
New York
$541K +$291K +657 +120%
BBNB
3208
Baker Boyer National Bank
Washington
$541K +$61.2K +138 +13%
KIA
3209
Kraematon Investment Advisors
Massachusetts
$540K – – –
CA
3210
Clune & Associates
Illinois
$540K +$1.33K +3 +0.3%
BP
3211
BBR Partners
New York
$539K +$62.1K +140 +13%
TI
3212
Truepoint Inc
Ohio
$539K +$531K +1,198 New
SWM
3213
Stark Wealth Management
Pennsylvania
$538K -$72.3K -163 -12%
SPWG
3214
Sage Private Wealth Group
Illinois
$538K +$4.88K +11 +0.9%
WLPWM
3215
Walled Lake Planning & Wealth Management
Illinois
$537K -$270K -608 -34%
OWM
3216
OneAscent Wealth Management
Alabama
$537K +$66.9K +151 +14%
ISFAN
3217
Investor's Fiduciary Advisor Network
Washington
$537K +$54.1K +122 +11%
MWP
3218
Meriwether Wealth & Planning
Louisiana
$537K -$24.8K -56 -4%
CNBT
3219
Canandaigua National Bank & Trust
New York
$537K – – –
SL
3220
SFM LLC
New Hampshire
$536K +$178K +401 +51%
LWANC
3221
Laurel Wealth Advisors (North Carolina)
North Carolina
$535K -$2.22K -5 -0.4%
LTL
3222
Lowery Thomas LLC
California
$534K -$443K -1,000 -46%
EP
3223
EPIQ Partners
Minnesota
$533K +$2.22K +5 +0.4%
CIAS
3224
CBIZ Investment Advisory Services
Ohio
$533K +$19.5K +44 +4%
NECFA
3225
New England Capital Financial Advisors
Connecticut
$533K +$10.2K +23 +2%
127 128
129
130 131