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Name Holding Trade Value Shares
Change 		Change in
Stake
DACG
1651
Donor Advised Charitable Giving
California
$7.86M -$397K -2,300 -5%
BONH
1652
Bank of New Hampshire
New Hampshire
$7.85M – – –
RPWA
1653
Regent Peak Wealth Advisors
Georgia
$7.85M +$82.8K +480 +1%
MVA
1654
Mount Vernon Associates
Maryland
$7.84M -$6.9K -40 -0.1%
TWA
1655
TCI Wealth Advisors
Arizona
$7.82M +$44.8K +260 +0.5%
FF
1656
FourThought Financial
Florida
$7.8M +$369K +2,140 +5%
1IA
1657
1834 Investment Advisors
Wisconsin
$7.79M +$44.8K +260 +0.6%
BC
1658
Brookfield Corp
Ontario, Canada
$7.79M +$2.06M +11,960 +34%
CCG
1659
Cypress Capital Group
Florida
$7.76M +$24.1K +140 +0.3%
ECML
1660
Eagle Capital Management (Louisiana)
Louisiana
$7.76M -$96.6K -560 -1%
EN1L
1661
Engine No 1 LLC
California
$7.72M +$3.41M +19,740 +72%
IIM
1662
Intact Investment Management
Quebec, Canada
$7.72M -$172K -1,000 -2%
SBWIC
1663
Schaper Benz & Wise Investment Counsel
Wisconsin
$7.7M +$714K +4,140 +10%
NG
1664
NWK Group
California
$7.7M +$179K +1,040 +2%
SWA
1665
Stratos Wealth Advisors
Ohio
$7.68M +$166K +960 +2%
CIC
1666
Chase Investment Counsel
Virginia
$7.64M -$1.8M -10,460 -18%
LJAC
1667
L.J. Altfest & Co
New York
$7.63M +$338K +1,960 +4%
CCIA
1668
Cherry Creek Investment Advisors
Colorado
$7.63M +$511K +2,960 +7%
APSI
1669
Asset Planning Services Inc
Louisiana
$7.62M +$17.2K +100 +0.2%
PC
1670
Permanens Capital
New York
$7.62M +$7.9M +45,820 +7,900%
RCM
1671
RNC Capital Management
California
$7.6M +$34.5K +200 +0.4%
ST
1672
Spinnaker Trust
Maine
$7.58M +$204K +1,180 +3%
BFS
1673
Bard Financial Services
Connecticut
$7.57M +$190K +1,100 +2%
AI
1674
Aperture Investors
New York
$7.56M +$797K +4,620 +11%
ED
1675
Exane Derivatives
France
$7.51M +$990K +5,740 +14%
65 66
67
68 69