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Name Holding Trade Value Shares
Change 		Change in
Stake
KIM
1951
Kestra Investment Management
Texas
$51K -$62.5K -867 -55%
CBT
1952
Crews Bank & Trust
Florida
$51K – – –
PGAM
1953
Princeton Global Asset Management
New Jersey
$51K +$50.4K +700 New
RMC
1954
Resources Management Corp
Connecticut
$50K – – –
C
1955
Covestor
United Kingdom
$50K +$3.17K +44 +7%
PWMG
1956
Private Wealth Management Group
New Jersey
$49.4K +$6.2K +86 +15%
SN
1957
Sittner & Nelson
Oregon
$48.1K +$38.5K +534 +424%
WA
1958
WPG Advisers
Maryland
$47.7K -$4.39K -61 -9%
CSC
1959
Caldwell Sutter Capital
California
$46.6K – – –
DMBA
1960
Deseret Mutual Benefit Administrators
Utah
$45.8K – – –
SFGP
1961
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$45.6K -$46.5K -646 -51%
CCM
1962
Cloud Capital Management
Washington
$45K +$44.8K +622 New
BFPW
1963
BOK Financial Private Wealth
Colorado
$44K -$4.54K -63 -9%
RAM
1964
Ramirez Asset Management
New York
$43.7K – – –
FFO
1965
Fortitude Family Office
Arizona
$42.1K -$15.6K -217 -27%
WA
1966
Whipplewood Advisors
Colorado
$39K -$28.4K -394 -44%
HNW
1967
High Note Wealth
Minnesota
$38.2K +$720 +10 +2%
PP
1968
Pingora Partners
Wyoming
$37.9K +$37.5K +520 New
BAM
1969
Byrne Asset Management
New Jersey
$37.6K +$34.6K +480 +1,333%
RWS
1970
Retirement Wealth Solutions
Wisconsin
$37.2K -$1.15K -16 -3%
EWP
1971
Elevation Wealth Partners
California
$36.5K – – –
MTIC
1972
Missouri Trust & Investment Company
Missouri
$36.4K – – –
LWMI
1973
Legacy Wealth Management (Idaho)
Idaho
$36.1K -$5.04K -70 -12%
FMTCOCP
1974
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$36K – – –
OCM
1975
Osterweis Capital Management
California
$34.1K +$2.16K +30 +7%
77 78
79
80 81