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Name Holding Trade Value Shares
Change 		Change in
Stake
KPF
1901
K2 Principal Fund
Ontario, Canada
$659K +$504K +2,518 New
WBC
1902
West Branch Capital
Massachusetts
$658K -$24.4K -122 -5%
NL
1903
Navalign LLC
California
$658K -$16.4K -82 -3%
EPA
1904
Element Pointe Advisors
Florida
$658K – – –
MCM
1905
Maple Capital Management
Vermont
$658K -$121K -607 -19%
CWA
1906
Consilium Wealth Advisory
Texas
$657K +$502K +2,510 New
GWP
1907
Gateway Wealth Partners
Wisconsin
$657K -$86.4K -432 -15%
BFS
1908
Bradley Foster & Sargent
Connecticut
$656K +$20.2K +101 +4%
WA
1909
Wealthstream Advisors
New York
$656K +$55K +275 +12%
NFAM
1910
North Fourth Asset Management
New Jersey
$654K +$500K +2,500 New
CT
1911
Caldwell Trust
Florida
$653K -$6K -30 -1%
MCC
1912
Money Concepts Capital
Florida
$653K -$246K -1,228 -33%
AC
1913
ASB Consultores
Florida
$652K -$16.6K -83 -3%
SIG
1914
Sargent Investment Group
Maryland
$652K +$17K +85 +4%
WIM
1915
Westside Investment Management
California
$650K -$60K -300 -11%
CWMU
1916
Caliber Wealth Management (Utah)
Utah
$650K +$30.2K +151 +6%
MCI
1917
MRP Capital Investments
Georgia
$647K -$91K -455 -16%
M
1918
MYeCFO
California
$646K +$131K +653 +36%
DBT
1919
Dubuque Bank & Trust
Iowa
$645K -$2.2K -11 -0.4%
HGWM
1920
Horst & Graben Wealth Management
Oregon
$643K -$6K -30 -1%
HW
1921
Hamilton Wealth
California
$641K -$261K -1,306 -35%
ESB
1922
Essex Savings Bank
Connecticut
$641K +$1.6K +8 +0.3%
BAM
1923
Bosun Asset Management
Illinois
$641K +$129K +647 +36%
TF
1924
TimeScale Financial
Massachusetts
$639K +$10.8K +54 +2%
SB
1925
Simmons Bank
Arkansas
$638K +$487K +2,436 New
75 76
77
78 79