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Name Holding Trade Value Shares
Change 		Change in
Stake
PCWA
1726
Pacific Capital Wealth Advisors
California
$23.1K -$10.7K -152 -33%
CPA
1727
Capital Performance Advisors
California
$23K +$21.5K +306 New
CIAS
1728
CBIZ Investment Advisory Services
Ohio
$22.5K – – –
WOC
1729
West Oak Capital
California
$22.5K – – –
PGAM
1730
Princeton Global Asset Management
New Jersey
$22.3K +$20.9K +297 New
CNBT
1731
Cornerstone National Bank & Trust
Illinois
$21.8K +$20.4K +290 New
S
1732
Sachetta
Massachusetts
$21K -$4.08K -58 -17%
DF
1733
Dunhill Financial
United Kingdom
$20.3K +$16.3K +231 +592%
GIA
1734
GHP Investment Advisors
Colorado
$19.7K -$6.55K -93 -26%
FWM
1735
FSA Wealth Management
Massachusetts
$18.8K +$17.6K +250 New
OIA
1736
Optimum Investment Advisors
Illinois
$18.4K +$4.58K +65 +36%
POIA
1737
Pin Oak Investment Advisors
Texas
$18K – – –
CCMW
1738
Cypress Capital Management (Wyoming)
Wyoming
$17.7K – – –
ME
1739
McIlrath & Eck
Washington
$17.7K +$2.46K +35 +18%
NSIM
1740
North Star Investment Management
Illinois
$17.6K – – –
FA
1741
Financial Avengers
California
$17.6K +$16.5K +234 New
SC
1742
SouthState Corp
Florida
$17.5K +$11.6K +165 +243%
PPA
1743
Painted Porch Advisors
California
$17.3K – – –
AW
1744
Avion Wealth
Texas
$17K +$2.39K +34 +18%
CTWM
1745
Cherry Tree Wealth Management
Minnesota
$16.5K – – –
CWM
1746
CarsonAllaria Wealth Management
Illinois
$16.2K -$8.1K -115 -35%
CJ
1747
Caitlin John
Michigan
$16.1K +$3.52K +50 +28%
CAM
1748
Creekmur Asset Management
Illinois
$15.6K +$5.77K +82 +65%
CB
1749
CNB Bank
Pennsylvania
$15.4K +$13.7K +194 +1,764%
T
1750
Tidemark
California
$15.3K +$1.76K +25 +14%
68 69
70
71 72