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Name Holding Trade Value Shares
Change 		Change in
Stake
CL
1201
Choreo LLC
Illinois
$711K +$8.94K +86 +1%
SWA
1202
SOA Wealth Advisors
New York
$711K +$1.77K +17 +0.3%
MC
1203
Machina Capital
France
$711K +$112K +1,074 +21%
LWCFA
1204
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$709K – – –
EIM
1205
Essex Investment Management
Massachusetts
$709K +$647K +6,225 New
UAML
1206
US Asset Management LLC
Pennsylvania
$708K +$151K +1,453 +31%
AIP
1207
Almanack Investment Partners
Pennsylvania
$707K -$24.3K -234 -4%
LIA
1208
LS Investment Advisors
Michigan
$707K – – –
BWG
1209
Beta Wealth Group
California
$706K +$83.2K +800 +15%
SW
1210
SlateStone Wealth
Florida
$706K +$645K +6,202 New
RIA
1211
Realta Investment Advisors
Delaware
$704K -$63.3K -609 -9%
SCA
1212
Sage Capital Advisors
South Dakota
$704K -$1.46K -14 -0.2%
SXL
1213
Summit X LLC
Missouri
$700K -$327K -3,146 -34%
CS
1214
Comerica Securities
Michigan
$700K -$102K -979 -14%
MPCL
1215
My Personal CFO LLC
Washington
$695K +$1.46K +14 +0.2%
CA
1216
Clearstead Advisors
Ohio
$695K +$239K +2,296 +60%
FCA
1217
Fortis Capital Advisors
Kansas
$695K +$119K +1,144 +23%
KWA
1218
Kingswood Wealth Advisors
California
$693K +$633K +6,083 New
ARG
1219
Advisory Resource Group
Oklahoma
$693K -$125K -1,200 -16%
WIS
1220
Wright Investors Service
Connecticut
$692K -$337K -3,240 -35%
BSW
1221
Buckingham Strategic Wealth
Missouri
$690K +$204K +1,962 +48%
HBT
1222
Hills Bank & Trust
Iowa
$686K -$212K -2,036 -25%
WSTAM
1223
Wilbanks Smith & Thomas Asset Management
Virginia
$685K +$302K +2,901 +93%
CPA
1224
Cardiff Park Advisors
California
$683K +$52.2K +502 +9%
AG
1225
Artal Group
Luxembourg
$683K +$624K +6,000 New
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