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Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1801
Winslow Asset Management
Ohio
$287K – – –
BWM
1802
Baystate Wealth Management
Massachusetts
$286K -$72.5K -210 -21%
DDC
1803
DF Dent & Co
Maryland
$285K -$10.7K -31 -3%
AIA
1804
Arcadia Investment Advisors
Idaho
$283K – – –
KP
1805
Keel Point
Alabama
$282K -$100K -290 -25%
AWE
1806
Avidian Wealth Enterprises
Texas
$282K -$17.3K -50 -5%
DMC
1807
Drexel Morgan & Co
Pennsylvania
$282K – – –
BCM
1808
Boltwood Capital Management
California
$281K – – –
CWA
1809
Clarus Wealth Advisors
Arizona
$281K +$5.87K +17 +2%
FFG
1810
Frisch Financial Group
New York
$281K +$301K +872 New
BFG
1811
Beacon Financial Group
Texas
$280K -$59.8K -173 -16%
TWM
1812
Titus Wealth Management
California
$279K -$63.6K -184 -18%
JLBC
1813
J.L. Bainbridge & Co
Florida
$279K – – –
BCM
1814
Bourgeon Capital Management
Connecticut
$279K +$299K +865 New
OA
1815
Oxbow Advisors
Texas
$278K -$76K -220 -20%
HPIA
1816
Hamilton Point Investment Advisors
North Carolina
$276K +$7.25K +21 +3%
MFS
1817
Madrona Financial Services
Washington
$276K +$19.3K +56 +7%
CCM
1818
Cox Capital Management
Massachusetts
$275K – – –
NFG
1819
Nadler Financial Group
Illinois
$274K +$22.8K +66 +8%
HCM
1820
Harvest Capital Management
New Hampshire
$273K -$93.3K -270 -24%
AA
1821
Alesco Advisors
New York
$273K -$3.11K -9 -1%
FAT
1822
First American Trust
California
$272K – – –
RAM
1823
Redmond Asset Management
Virginia
$271K +$16.9K +49 +6%
FIM
1824
Fernwood Investment Management
Massachusetts
$271K +$39K +113 +16%
CA
1825
Capital Advantage
California
$269K -$104K -300 -26%
71 72
73
74 75