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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1776
ProCore Advisors
California
$371K +$101K +1,372 +36%
BFPW
1777
BOK Financial Private Wealth
Colorado
$370K -$105K -1,427 -22%
RCS
1778
R2 Capital Strategies
Nebraska
$370K +$376K +5,126 New
VWM
1779
Vigil Wealth Management
Florida
$369K – – –
NCTC
1780
New Covenant Trust Company
Indiana
$368K +$159K +2,165 +74%
BDL
1781
Banque de Luxembourg
Luxembourg
$366K +$13.9K +190 +4%
SCM
1782
Sterneck Capital Management
Missouri
$366K +$7.92K +108 +2%
KCP
1783
Kera Capital Partners
California
$363K +$67K +914 +22%
CWP
1784
Cyndeo Wealth Partners
Florida
$363K -$3.67K -50 -1%
HPWM
1785
High Point Wealth Management
New Jersey
$361K -$49.5K -675 -12%
IWA
1786
Invera Wealth Advisors
Oregon
$361K +$367K +5,007 New
FCM
1787
Firsthand Capital Management
California
$361K -$1.47M -20,000 -80%
VCP
1788
Verus Capital Partners
Arizona
$360K +$366K +4,990 New
CNB
1789
Camden National Bank
Maine
$360K +$7.7K +105 +2%
NRC
1790
New Republic Capital
North Carolina
$359K -$1.9M -25,869 -84%
ESB
1791
Essex Savings Bank
Connecticut
$359K – – –
DC
1792
Diametric Capital
Massachusetts
$359K +$365K +4,975 New
AFA
1793
American Financial Advisors
Georgia
$359K -$27.3K -372 -7%
WC
1794
Wynn Capital
Georgia
$359K +$34.9K +476 +11%
SAM
1795
Seelaus Asset Management
New Jersey
$359K +$364K +4,970 New
UAG
1796
United Advisor Group
Ohio
$356K +$1.91K +26 +0.5%
RA
1797
Range Advisory
Virginia
$354K -$9.97K -136 -3%
CAC
1798
Core Alternative Capital
Georgia
$354K +$38.3K +522 +12%
CA
1799
Continuum Advisory
Idaho
$354K +$83.7K +1,142 +30%
IC
1800
Inscription Capital
Texas
$354K +$75.1K +1,024 +26%
70 71
72
73 74