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Name Holding Trade Value Shares
Change 		Change in
Stake
WLIM
2376
White Lighthouse Investment Management
Massachusetts
$337K +$257K +1,287 New
CC
2377
Cannell & Co
New York
$336K -$13K -65 -5%
HTC
2378
Haverford Trust Company
Pennsylvania
$336K -$58.8K -294 -19%
PIAS
2379
PCA Investment Advisory Services
Ohio
$335K – – –
GA
2380
Gateway Advisory
New Jersey
$334K -$54.8K -274 -18%
TPWM
2381
Twelve Points Wealth Management
Massachusetts
$333K – – –
TLA
2382
Tanglewood Legacy Advisors
Texas
$332K -$80K -400 -24%
MWA
2383
Meridian Wealth Advisors
Texas
$332K -$28.2K -141 -10%
TCM
2384
Tradewinds Capital Management
Washington
$332K – – –
NG
2385
Northstar Group
New York
$331K – – –
APG
2386
Abacus Planning Group
South Carolina
$331K -$53.6K -268 -17%
FA
2387
Fermata Advisors
California
$330K -$132K -658 -34%
HIP
2388
Harrell Investment Partners
Texas
$330K +$252K +1,259 New
ESCM
2389
Echo Street Capital Management
New York
$329K -$341K -1,707 -58%
SC
2390
SouthState Corp
Florida
$329K – – –
EWM
2391
Elevatus Welath Management
New York
$328K +$251K +1,254 New
TCM
2392
TD Capital Management
Tennessee
$328K – – –
CHC
2393
City Holding Co
West Virginia
$328K -$34.8K -174 -12%
CA
2394
Callahan Advisors
Texas
$327K -$13K -65 -5%
GG
2395
Greenwood Gearhart
Arkansas
$326K -$1K -5 -0.4%
TCPG
2396
Trivant Custom Portfolio Group
California
$326K +$35K +175 +16%
CPA
2397
Capital Performance Advisors
California
$325K +$249K +1,243 New
MFG
2398
Menard Financial Group
Texas
$325K +$248K +1,242 New
BHB
2399
Bank Hapoalim BM
Israel
$325K -$800 -4 -0.3%
CCM
2400
Carlson Capital Management
Minnesota
$324K -$16.4K -82 -6%
94 95
96
97 98