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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
3826
Provenance Wealth Advisors
Florida
$130K – – –
MSWA
3827
Marshall & Sterling Wealth Advisors
New York
$129K – – –
LWA
3828
Lowe Wealth Advisors
Maryland
$129K – – –
WWA
3829
Wealth Watch Advisors
Colorado
$129K +$101K +290 New
HIW
3830
Holos Integrated Wealth
Pennsylvania
$128K – – –
CPC
3831
CFC Planning Company
Indiana
$128K +$99.5K +287 New
HCM
3832
Horrell Capital Management
Arkansas
$124K – – –
OAJ
3833
Ogorek Anthony Joseph
New York
$120K +$6.24K +18 +7%
CFO
3834
Capitol Family Office
Oregon
$118K – – –
ARMT
3835
Amica Retiree Medical Trust
Rhode Island
$114K -$188K -542 -68%
PWA
3836
Principia Wealth Advisory
Texas
$112K +$4.51K +13 +5%
UIA
3837
Ulland Investment Advisors
Minnesota
$111K +$26K +75 +43%
SA
3838
Seneschal Advisors
Washington
$107K +$83.2K +240 New
STB
3839
S&T Bank
Pennsylvania
$107K +$24.6K +71 +42%
KSWA
3840
Kathleen S. Wright Associates
Pennsylvania
$106K -$8.32K -24 -9%
TIM
3841
Thompson Investment Management
Wisconsin
$105K – – –
BMC
3842
Bear Mountain Capital
Washington
$103K -$6.24K -18 -7%
DFA
3843
DHJJ Financial Advisors
Illinois
$103K -$3.47K -10 -4%
BCM
3844
Blume Capital Management
California
$101K -$1.73K -5 -2%
OCM
3845
Orion Capital Management
California
$100K +$1.39K +4 +2%
BGC
3846
Beutel, Goodman & Co
Ontario, Canada
$100K – – –
TVWM
3847
Tower View Wealth Management
Wisconsin
$97.8K – – –
MAM
3848
Marquette Asset Management
Minnesota
$96.5K +$75.3K +217 New
RWS
3849
Retirement Wealth Solutions
Wisconsin
$96.1K +$74.9K +216 New
RCM
3850
Richardson Capital Management
Wisconsin
$95.2K +$6.94K +20 +10%
152 153
154
155 156