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Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
751
Berger Financial Group
Minnesota
$256K -$61.7K -30 -20%
SP
752
Successful Portfolios
Florida
$256K -$2.06K -1 -0.8%
PTC
753
Philadelphia Trust Company
Pennsylvania
$247K – – –
GC
754
Grimes & Company
Massachusetts
$245K -$98.7K -48 -30%
FFN
755
Focus Financial Network
Minnesota
$245K – – –
CA
756
Crewe Advisors
Utah
$245K +$55.5K +27 +31%
PCA
757
Private Capital Advisors
Connecticut
$245K +$234K +114 New
MSAM
758
Moloney Securities Asset Management
Missouri
$243K – – –
GIP
759
Greatmark Investment Partners
Georgia
$236K – – –
PCA
760
Personal Capital Advisors
California
$236K +$8.23K +4 +4%
GWM
761
Gitterman Wealth Management
New Jersey
$236K +$237K +115 New
S
762
SimplyRich
California
$234K – – –
SMA
763
Sage Mountain Advisors
Georgia
$234K +$2.06K +1 +0.9%
OFS
764
OneAscent Financial Services
Alabama
$232K -$119K -58 -35%
CCP
765
Carmel Capital Partners
California
$232K – – –
MSFS
766
Main Street Financial Solutions
Pennsylvania
$232K +$2.06K +1 +0.9%
FLPIM
767
F.L. Putnam Investment Management
Massachusetts
$230K – – –
HIA
768
Harbor Investment Advisory
Maryland
$228K – – –
VWM
769
Venturi Wealth Management
Texas
$228K +$218K +106 New
MFG
770
Merit Financial Group
Georgia
$226K +$216K +105 New
FWTB
771
First Western Trust Bank
Colorado
$225K +$216K +105 New
ANB
772
Amarillo National Bank
Texas
$224K – – –
DOA
773
D'Orazio & Associates
Virginia
$224K +$214K +104 New
SLG
774
Stanley-Laman Group
Pennsylvania
$224K +$214K +104 New
RCAG
775
Rehmann Capital Advisory Group
Michigan
$219K +$210K +102 New
29 30
31
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