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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2651
Pines Wealth Management
North Carolina
$231K -$2.75K -66 -1%
CPA
2652
Capital Performance Advisors
California
$231K +$212K +5,084 New
ITIM
2653
Indiana Trust & Investment Management
Indiana
$230K +$8.95K +215 +4%
GG
2654
Gleason Group
Kentucky
$230K +$3.58K +86 +2%
NCM
2655
Noesis Capital Mangement
Florida
$230K +$211K +5,075 New
RMCM
2656
Reynders McVeigh Capital Management
Massachusetts
$230K -$33.3K -800 -14%
LFG
2657
Lockerman Financial Group
California
$230K +$1.83K +44 +0.9%
AWM
2658
Activest Wealth Management
Florida
$229K +$12.4K +299 +6%
FHB
2659
First Hawaiian Bank
Hawaii
$229K -$1.11M -26,625 -84%
ABWM
2660
Alpine Bank Wealth Management
Colorado
$229K +$210K +5,045 New
FAM
2661
Flaharty Asset Management
Florida
$228K – – –
MPW
2662
Monterey Private Wealth
California
$228K -$19.9K -477 -9%
BL
2663
Balentine LLC
Georgia
$228K +$209K +5,024 New
TIM
2664
Total Investment Management
Arizona
$227K -$4.33K -104 -2%
BSSFA
2665
Baron Silver Stevens Financial Advisors
Florida
$227K – – –
CCA
2666
Cora Capital Advisors
New Jersey
$227K +$208K +5,008 New
LCM
2667
Leisure Capital Management
California
$227K – – –
ALA
2668
Atlas Legacy Advisors
California
$227K -$5.79K -139 -3%
HWM
2669
HFR Wealth Management
New York
$226K +$208K +4,993 New
WC
2670
Wynn Capital
Georgia
$226K +$208K +4,992 New
AFS
2671
AFG Fiduciary Services
Massachusetts
$226K -$24K -576 -10%
MWP
2672
Meriwether Wealth & Planning
Louisiana
$226K +$208K +4,985 New
RFA
2673
Reyes Financial Architecture
California
$226K -$59.6K -1,431 -22%
FMTCOCP
2674
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$226K +$30K +720 +17%
SPP
2675
Single Point Partners
Massachusetts
$226K +$208K +4,990 New
105 106
107
108 109