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Name Holding Trade Value Shares
Change 		Change in
Stake
CAP
1751
Columbia Advisory Partners
Washington
$344K +$11.8K +52 +3%
PI
1752
Pettee Investors
Connecticut
$344K – – –
NCM
1753
Northside Capital Management
Oregon
$344K – – –
BBWP
1754
Beacon Bridge Wealth Partners
Pennsylvania
$343K -$1.37K -6 -0.3%
BCM
1755
Berbice Capital Management
New York
$342K +$153K +671 +64%
OA
1756
Oxbow Advisors
Texas
$341K +$34.2K +150 +10%
SEM
1757
Strategic Equity Management
Arizona
$341K +$147K +646 +61%
GS
1758
GWN Securities
Florida
$341K -$8.88K -39 -2%
KCIC
1759
Kuhn & Co Investment Counsel
Illinois
$341K +$6.38K +28 +2%
ACM
1760
Arcataur Capital Management
Wisconsin
$339K – – –
CSB
1761
City State Bank
Iowa
$338K -$4.55K -20 -1%
FAN
1762
Financial Advisors Network
California
$338K -$51K -224 -12%
TA
1763
TrueWealth Advisors
Alabama
$337K +$10.5K +46 +3%
HVIA
1764
Hudson Valley Investment Advisors
New York
$337K -$56.9K -250 -13%
TWP
1765
Triad Wealth Partners
Kansas
$336K +$30.5K +134 +9%
GD
1766
Grandfield & Dodd
New York
$336K – – –
PGF
1767
Plan Group Financial
Oklahoma
$335K +$13.7K +60 +4%
SFA
1768
Souders Financial Advisors
Ohio
$334K -$142K -625 -27%
RCA
1769
Riverview Capital Advisers
Massachusetts
$334K +$382K +1,678 New
SVCP
1770
Silicon Valley Capital Partners
California
$334K +$114K +500 +42%
TFP
1771
TrueWealth Financial Partners
Washington
$334K +$382K +1,678 New
FIC
1772
Family Investment Center
Missouri
$334K -$23.9K -105 -6%
CTFG
1773
Capstone Triton Financial Group
Oklahoma
$333K +$364K +1,600 New
COCM
1774
Charter Oak Capital Management
New Hampshire
$333K -$35.1K -154 -8%
EFG
1775
Embree Financial Group
Illinois
$332K +$95.9K +421 +34%
69 70
71
72 73