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Name Holding Trade Value Shares
Change
Change in
Stake
CAC
2151
Certified Advisory Corp
Florida
$358K +$4.39K +15 +1%
ORC
2152
O'Rourke & Company
Massachusetts
$358K -$17.3K -59 -4%
HTHT
2153
Hemenway Trust Hemenway Trust
New Hampshire
$358K +$57.6K +197 +19%
FAFN
2154
First Affirmative Financial Network
Colorado
$358K +$22.2K +76 +6%
Chilton Investment Company
2155
Chilton Investment Company
Connecticut
$357K -$1.62M -5,521 -81%
TFP
2156
Tilia Fiduciary Partners
North Carolina
$356K +$585 +2 +0.2%
HVIA
2157
Hudson Valley Investment Advisors
New York
$355K -$149K -510 -29%
Klingman & Associates
2158
Klingman & Associates
New York
$355K +$18.4K +63 +5%
CC
2159
Corton Capital
Ontario, Canada
$355K +$365K +1,248 New
RWM
2160
Rockline Wealth Management
New York
$354K – – –
CWM
2161
C2C Wealth Management
Arizona
$354K -$585K -2,000 -62%
SCM
2162
Silvant Capital Management
Georgia
$354K – – –
FA
2163
Financial Advisors
Massachusetts
$354K – – –
OWA
2164
Octavia Wealth Advisors
Ohio
$353K -$303K -1,037 -46%
FSC
2165
Full Sail Capital
Oklahoma
$353K – – –
CT
2166
Clearstead Trust
Maine
$353K – – –
GLA
2167
Good Life Advisors
Pennsylvania
$352K -$55.6K -190 -13%
GWM
2168
Gray Wealth Management
Maine
$351K +$19K +65 +6%
HWA
2169
HHM Wealth Advisors
Tennessee
$351K -$25.5K -87 -7%
Anchor Capital Advisors
2170
Anchor Capital Advisors
Massachusetts
$351K – – –
GC
2171
Globeflex Capital
California
$351K – – –
BRM
2172
Boston Research & Management
Massachusetts
$351K – – –
National Philanthropic Trust
2173
National Philanthropic Trust
Pennsylvania
$350K -$7.61K -26 -2%
WCM Investment Management
2174
WCM Investment Management
California
$350K +$18.7K +64 +5%
ETIA
2175
Epic Trust Investment Advisors
Washington
$349K +$4.68K +16 +1%