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Name Holding Trade Value Shares
Change 		Change in
Stake
IA
2451
IFC Advisors
California
$1.87M -$277K -862 -14%
BDF
2452
Black Diamond Financial
Maryland
$1.86M -$55.9K -174 -3%
CAS
2453
Coppell Advisory Solutions
Texas
$1.86M +$2.07M +6,445 New
TWM
2454
Trueblood Wealth Management
Ohio
$1.85M -$15.1K -47 -0.9%
ESBC
2455
E.S. Barr & Co
Kentucky
$1.85M – – –
SAM
2456
Summit Asset Management
Tennessee
$1.85M – – –
LWM
2457
Lodestone Wealth Management
Washington
$1.84M -$46.9K -146 -3%
TPWM
2458
Twelve Points Wealth Management
Massachusetts
$1.84M -$21.2K -66 -1%
GIA
2459
Guyasuta Investment Advisors
Pennsylvania
$1.84M -$19.9K -62 -1%
IG
2460
Ithaka Group
Virginia
$1.83M – – –
BCG
2461
Breakwater Capital Group
New Jersey
$1.83M -$321 -1 -0%
RPWA
2462
Regent Peak Wealth Advisors
Georgia
$1.83M +$39.5K +123 +2%
CPSC
2463
Carl P. Sherr & Co
Massachusetts
$1.83M -$55.9K -174 -3%
SIG
2464
Sargent Investment Group
Maryland
$1.83M -$87K -271 -5%
CC
2465
Cadinha & Co
Hawaii
$1.82M +$56.5K +176 +3%
SC
2466
Stance Capital
Massachusetts
$1.82M +$1.71M +5,313 New
CFCS
2467
CDM Financial Counseling Services
Connecticut
$1.82M -$25K -78 -1%
NFG
2468
Northbridge Financial Group
Florida
$1.82M -$57.5K -179 -3%
LAM
2469
Lewis Asset Management
California
$1.82M +$176K +549 +12%
PNFS
2470
PW Nova Financial Services
Pennsylvania
$1.82M +$7.38K +23 +0.4%
MAM
2471
Mirabaud Asset Management
United Kingdom
$1.82M +$1.71M +5,317 New
MCWS
2472
McKinley Carter Wealth Services
West Virginia
$1.81M -$29.9K -93 -2%
AWCI
2473
Alpine Woods Capital Investors
New York
$1.81M +$1.7M +5,284 New
HCG
2474
Haven Capital Group
California
$1.81M +$93.1K +290 +6%
CWM
2475
Chemistry Wealth Management
New York
$1.81M +$195K +608 +13%
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