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Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
2151
TFC Financial Management
Massachusetts
$96.5K +$47.8K +621 +86%
OCM
2152
Osterweis Capital Management
California
$95.6K -$26.2K -340 -20%
FIM
2153
FWL Investment Management
Texas
$94.2K -$15.2K -198 -13%
TC
2154
Truvestments Capital
Florida
$88K +$38.5K +500 +69%
DAM
2155
Delta Asset Management
Tennessee
$86.3K – – –
WPWM
2156
Western Pacific Wealth Management
Illinois
$86.3K – – –
PH
2157
Pinnacle Holdings
Oklahoma
$84.9K +$46.2K +600 +103%
SIM
2158
Synergy Investment Management
Florida
$83.9K +$89.8K +1,167 New
MEG
2159
Millstone Evans Group
Colorado
$83.4K – – –
JWM
2160
JPL Wealth Management
Colorado
$83.2K +$89K +1,157 New
1L
2161
10Elms LLP
Oklahoma
$82.7K – – –
MCM
2162
MV Capital Management
Maryland
$82.3K -$7.77K -101 -8%
WA
2163
Westfuller Advisors
New York
$80.3K -$7.08K -92 -8%
GWS
2164
Greykasell Wealth Strategies
California
$78.5K +$4.23K +55 +5%
CAL
2165
Capital Advisors Ltd
Ohio
$78K +$11.3K +147 +16%
GFL
2166
Granite FO LLC
New Hampshire
$75.9K – – –
PB
2167
Prosperity Bancshares
Texas
$75.1K +$10.3K +134 +15%
CYG
2168
Clean Yield Group
Vermont
$75K – – –
SEP
2169
Signature Equity Partners
Ohio
$74.2K -$4.7K -61 -6%
BAM
2170
Byrne Asset Management
New Jersey
$74.1K +$39.9K +519 +102%
FG
2171
Fairman Group
Pennsylvania
$71.9K – – –
AW
2172
Avion Wealth
Texas
$70K +$11.2K +145 +17%
SWA
2173
SOA Wealth Advisors
New York
$69.8K -$73.1K -950 -49%
AAG
2174
Armstrong Advisory Group
Massachusetts
$69.1K +$2.08K +27 +3%
ACA
2175
Atlas Capital Advisors
Wyoming
$69.1K -$72.5K -942 -50%
85 86
87
88 89