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Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1676
Coastline Trust
Rhode Island
$14.4M +$586K +4,869 +5%
RWM
1677
RKL Wealth Management
Pennsylvania
$14.4M +$5.09M +42,344 +64%
GD
1678
Grandfield & Dodd
New York
$14.4M -$522K -4,340 -4%
HIP
1679
Harrell Investment Partners
Texas
$14.4M +$988K +8,218 +8%
PWMG
1680
Prestige Wealth Management Group
New Jersey
$14.4M +$381K +3,170 +3%
AFP
1681
Ausdal Financial Partners
Iowa
$14.3M +$2.12M +17,647 +17%
NHC
1682
Nicholas Hoffman & Company
Georgia
$14.3M -$387K -3,218 -3%
AWM
1683
Absher Wealth Management
North Carolina
$14.3M +$596K +4,958 +5%
TAM
1684
Trust Asset Management
Texas
$14.3M +$2.87M +23,857 +28%
AM
1685
Atwater Malick
Pennsylvania
$14.3M -$83.2K -692 -0.6%
BOS
1686
Bingham Osborn & Scarborough
California
$14.2M -$17M -141,553 -57%
FMI
1687
F/M Investments
District of Columbia
$14.2M +$12.9M +107,045 New
ERWM
1688
Elk River Wealth Management
Colorado
$14.2M +$12.9M +106,931 New
WF
1689
WoodTrust Financial
Wisconsin
$14.2M +$838K +6,964 +7%
TGCMU
1690
Titan Global Capital Management USA
New York
$14.2M +$12.9M +106,895 New
SAM
1691
Smithbridge Asset Management
Pennsylvania
$14.2M -$1.57M -13,084 -11%
BIM
1692
Baldwin Investment Management
Pennsylvania
$14.2M +$745K +6,193 +6%
UCMOK
1693
United Capital Management of KS
Kansas
$14.1M -$174K -1,449 -1%
RPWA
1694
Regent Peak Wealth Advisors
Georgia
$14.1M +$773K +6,430 +6%
RC
1695
RBO & Co
California
$14.1M -$120K -1,000 -0.9%
VBFG
1696
Vishria Bird Financial Group
Tennessee
$14.1M -$160K -1,329 -1%
GBT
1697
Grove Bank & Trust
Florida
$14.1M +$502K +4,176 +4%
BTWM
1698
Baker Tilly Wealth Management
Wisconsin
$14.1M +$12.7M +105,903 New
VAS
1699
Vestmark Advisory Solutions
Massachusetts
$14M -$354K -2,941 -3%
MPA
1700
Marvin & Palmer Associates
Delaware
$14M +$1.75M +14,584 +16%
66 67
68
69 70