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Name Holding Trade Value Shares
Change 		Change in
Stake
CF
2476
Corrigan Financial
Rhode Island
$242K -$8.83K -224 -3%
CWP
2477
Curated Wealth Partners
California
$242K +$17.7K +450 +8%
MIM
2478
Merrion Investment Management
New Jersey
$242K -$1.18K -30 -0.5%
JWM
2479
JGP Wealth Management
Oregon
$242K -$451K -11,442 -65%
TI
2480
Truepoint Inc
Ohio
$241K +$11.1K +282 +5%
AA
2481
Aire Advisors
California
$241K -$25.4K -645 -9%
VPP
2482
Vertex Planning Partners
Illinois
$241K -$63.9K -1,620 -21%
CCA
2483
Column Capital Advisors
Indiana
$241K -$23.6K -599 -9%
PFWA
2484
Paces Ferry Wealth Advisors
Georgia
$240K +$244K +6,180 New
SFG
2485
Socha Financial Group
New York
$240K +$244K +6,176 New
KCM
2486
KRS Capital Management
Michigan
$240K -$37.7K -955 -13%
FPCP
2487
Fort Point Capital Partners
California
$239K +$243K +6,155 New
TPW
2488
Tiller Private Wealth
Pennsylvania
$239K -$81K -2,054 -25%
PTB
2489
Pioneer Trust Bank
Oregon
$239K -$986 -25 -0.4%
FBFS
2490
First Business Financial Services
Wisconsin
$239K +$1.22K +31 +0.5%
VWA
2491
VERITY Wealth Advisors
United States
$239K +$16.1K +407 +7%
HGWM
2492
Horst & Graben Wealth Management
Oregon
$238K -$4.5K -114 -2%
PIM
2493
Profit Investment Management
Maryland
$238K -$45.5K -1,154 -16%
MTIM
2494
Marathon Trading Investment Management
Pennsylvania
$238K +$241K +6,111 New
CCM
2495
Crew Capital Management
Ohio
$238K -$39.4K -1,000 -14%
ACH
2496
ArrowMark Colorado Holdings
Colorado
$238K – – –
TFGT
2497
TS Financial Group (TSFG)
Illinois
$237K +$513 +13 +0.2%
CL
2498
CIM LLC
New York
$236K +$35K +887 +17%
BCMLT
2499
Beacon Capital Management LLC (Tennessee)
Tennessee
$235K -$31.4K -796 -12%
DLCIG
2500
D.L. Carlson Investment Group
New Hampshire
$235K -$17.9K -455 -7%
98 99
100
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