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Name Holding Trade Value Shares
Change 		Change in
Stake
PIAS
2426
PCA Investment Advisory Services
Ohio
$321K – – –
KCM
2427
Kathmere Capital Management
Pennsylvania
$320K +$106K +414 +48%
BDWCC
2428
B&D White Capital Company
Texas
$319K -$27K -105 -8%
TPWM
2429
Twelve Points Wealth Management
Massachusetts
$319K – – –
COCM
2430
Charter Oak Capital Management
New Hampshire
$318K +$26.7K +104 +9%
PHAM
2431
Palisades Hudson Asset Management
Florida
$318K +$69.6K +271 +27%
TLA
2432
Tanglewood Legacy Advisors
Texas
$318K – – –
MSA
2433
Marino Stram & Associates
Massachusetts
$317K -$20.6K -80 -6%
TCM
2434
Tradewinds Capital Management
Washington
$317K – – –
AF
2435
Aldebaran Financial
$317K +$7.71K +30 +2%
HIP
2436
Harrell Investment Partners
Texas
$317K – – –
MCA
2437
Millennium Capital Advisors
Arkansas
$316K +$20.6K +80 +7%
JF
2438
JSF Financial
California
$316K -$16.7K -65 -5%
APG
2439
Abacus Planning Group
South Carolina
$316K -$771 -3 -0.2%
WFS
2440
Weitzel Financial Services
Iowa
$316K – – –
CCC
2441
Chelsea Counsel Company
California
$315K +$308K +1,200 +2,000%
SC
2442
SouthState Corp
Florida
$315K +$514 +2 +0.2%
CSB
2443
City State Bank
Iowa
$315K +$10.3K +40 +3%
AFO
2444
Arrowroot Family Office
California
$315K -$186K -725 -37%
TCM
2445
TD Capital Management
Tennessee
$314K – – –
FNBOMD
2446
First National Bank of Mount Dora
Florida
$312K +$11.8K +46 +4%
RC
2447
Rovin Capital
Arizona
$311K +$38.3K +149 +14%
SCP
2448
Stevens Capital Partners
Nebraska
$311K +$2.06K +8 +0.6%
MWA
2449
Meridian Wealth Advisors
Texas
$310K -$7.71K -30 -2%
FPWM
2450
FSB Premier Wealth Management
Iowa
$310K +$9.76K +38 +3%
96 97
98
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