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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2626
Sandro Wealth Management
New Jersey
$231K +$230K +5,680 New
SPI
2627
Santori & Peters Inc
Pennsylvania
$231K -$1.14K -28 -0.5%
RIM
2628
Rockbridge Investment Management
New York
$231K -$2.35K -58 -1%
PWM
2629
Palumbo Wealth Management
New York
$231K -$21.6K -533 -9%
PBF
2630
Petix & Botte Financial
California
$230K – – –
LEA
2631
Legacy Edge Advisors
New York
$230K -$9.57K -236 -4%
FAT
2632
First American Trust
California
$230K -$10.7K -264 -4%
TW
2633
Traveka Wealth
California
$230K -$24.1K -595 -10%
FDDB
2634
Fidelity D&D Bancorp
Pennsylvania
$230K – – –
CG
2635
Curat Global
New Hampshire
$230K -$4.06K -100 -2%
LFGO
2636
Legacy Financial Group (Oklahoma)
Oklahoma
$229K -$6.98K -172 -3%
DIM
2637
DLK Investment Management
California
$229K +$1.74K +43 +0.8%
APC
2638
Aspire Private Capital
North Carolina
$229K -$6.49K -160 -3%
E
2639
Evansbrook
Illinois
$228K +$227K +5,607 New
MFC
2640
Mechanics Financial Corp
Ohio
$228K -$61K -1,505 -21%
NCTC
2641
New Covenant Trust Company
Indiana
$228K +$4.71K +116 +2%
CWM
2642
Centurion Wealth Management
Virginia
$227K -$37K -911 -14%
OLA
2643
Oliver Luxxe Assets
New Jersey
$227K +$4.62K +114 +2%
OWG
2644
Oxford Wealth Group
Florida
$226K +$225K +5,559 New
FZCM
2645
Flynn Zito Capital Management
New York
$226K -$13K -320 -5%
RA
2646
Range Advisory
Virginia
$225K +$224K +5,534 New
1C
2647
111 Capital
France
$225K -$120K -2,963 -35%
PFM
2648
Patton Fund Management
Texas
$225K +$11.1K +273 +5%
AWM
2649
Activest Wealth Management
Florida
$225K -$36.1K -891 -14%
WN
2650
Williams & Novak
California
$225K +$224K +5,526 New
104 105
106
107 108