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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2576
CarsonAllaria Wealth Management
Illinois
$252K +$4.95K +119 +2%
OPPS
2577
Obsidian Personal Planning Solutions
Maryland
$252K +$167 +4 +0.1%
EE
2578
EWG Elevate
California
$251K -$2.21K -53 -0.9%
CFG
2579
Cooper Financial Group
California
$251K +$230K +5,536 New
BWA
2580
Bordeaux Wealth Advisors
California
$250K +$13.1K +315 +6%
FWTB
2581
First Western Trust Bank
Colorado
$250K -$28.9K -693 -11%
SRC
2582
Sage Rhino Capital
California
$250K -$15.1K -362 -6%
RC
2583
Rovin Capital
Arizona
$250K +$229K +5,505 New
EFL
2584
ERn Financial LLC
Wisconsin
$250K +$2K +48 +0.9%
SFB
2585
STAR Financial Bank
Indiana
$250K +$5.62K +135 +3%
PWM
2586
Palumbo Wealth Management
New York
$249K +$229K +5,499 New
KAS
2587
KPP Advisory Services
Kentucky
$249K +$228K +5,488 New
MME
2588
Meag Munich Ergo
Germany
$248K – – –
CTB
2589
Country Trust Bank
Illinois
$247K +$3.16K +76 +1%
TPW
2590
Tiller Private Wealth
Pennsylvania
$247K +$167 +4 +0.1%
KPWG
2591
KFA Private Wealth Group
Virginia
$247K +$226K +5,436 New
NCTC
2592
New Covenant Trust Company
Indiana
$247K -$39.9K -959 -15%
CNB
2593
Camden National Bank
Maine
$246K -$36.3K -873 -14%
MPIA
2594
Mountain Pacific Investment Advisers
Idaho
$246K -$20.8K -500 -8%
HIA
2595
HTG Investment Advisors
Connecticut
$245K – – –
PFA
2596
Petra Financial Advisors
Colorado
$245K -$11.9K -285 -5%
WCM
2597
Warburton Capital Management
Oklahoma
$245K +$225K +5,410 New
IFA
2598
Independence Financial Advisors
New Hampshire
$245K +$225K +5,397 New
NCM
2599
Northside Capital Management
Oregon
$245K -$34.3K -825 -13%
RPCA
2600
Running Point Capital Advisors
California
$245K +$225K +5,395 New
102 103
104
105 106