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Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
1276
Carnegie Investment Counsel
Ohio
$783K – – –
AIM
1277
Athena Investment Management
California
$783K +$12.3K +60 +2%
CFO
1278
Custos Family Office
Texas
$777K – – –
DSA
1279
Droms Strauss Advisors
Missouri
$775K -$211K -1,025 -22%
FPI
1280
Financial Plan Inc
Washington
$769K +$729K +3,544 New
ACA
1281
Anchor Capital Advisors
Massachusetts
$769K – – –
BSWM
1282
Boston Standard Wealth Management
Massachusetts
$765K +$725K +3,523 New
TCM
1283
Thoma Capital Management
Maryland
$764K +$5.96K +29 +0.8%
PWP
1284
Perfromance Wealth Partners
Illinois
$760K +$267K +1,299 +59%
BFG
1285
Beto Financial Group
Idaho
$760K +$671K +3,261 New
CIA
1286
Citadel Investment Advisory
Ohio
$759K – – –
LA
1287
Lakeside Advisors
Washington
$758K +$30.8K +150 +4%
AWM
1288
Aprio Wealth Management
Georgia
$755K +$211K +1,025 +42%
AHC
1289
Adell Harriman & Carpenter
Texas
$753K +$175K +850 +32%
OL
1290
one8zero8 LLC
North Carolina
$753K +$103K +500 +17%
STS
1291
SG Trading Solutions
Utah
$753K +$714K +3,470 New
LA
1292
Legacy Advisors
Pennsylvania
$752K -$16.2K -79 -2%
DWM
1293
Destination Wealth Management
California
$752K -$10.9K -53 -2%
AA
1294
Ancora Advisors
Ohio
$750K +$136K +662 +24%
LWCFA
1295
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$748K – – –
SAM
1296
Seelaus Asset Management
New Jersey
$748K +$248K +1,205 +54%
CFS
1297
CRA Financial Services
New Jersey
$747K +$18.3K +89 +3%
CD
1298
Chapin Davis
Maryland
$746K +$120K +583 +20%
WC
1299
Weil Company
California
$744K -$21.2K -103 -3%
WC
1300
Wynn Capital
Georgia
$743K – – –
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