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Name Holding Trade Value Shares
Change 		Change in
Stake
HFO
1101
Heritage Family Offices
Arizona
$235K +$205K +1,779 New
RIL
1102
Rothschild Investment LLC
Illinois
$235K +$6.92K +60 +3%
CCP
1103
Clarity Capital Partners
California
$234K -$555K -4,814 -73%
LSA
1104
Lion Street Advisors
Texas
$234K -$323K -2,800 -61%
FG
1105
Foster Group
Iowa
$234K +$204K +1,769 New
SPC
1106
Sigma Planning Corp
Michigan
$233K +$204K +1,766 New
IC
1107
Inscription Capital
Texas
$233K +$371K +3,215 New
BMC
1108
Beaton Management Company
Massachusetts
$232K +$202K +1,755 New
CWM
1109
Connecticut Wealth Management
Connecticut
$231K +$201K +1,747 New
FMTCOCP
1110
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$231K – – –
ESB
1111
Essex Savings Bank
Connecticut
$228K +$199K +1,728 New
MFIM
1112
Mesirow Financial Investment Management
Illinois
$228K +$199K +1,728 New
APW
1113
Aventura Private Wealth
Florida
$228K – – –
SP
1114
Saranac Partners
$228K -$565K -4,896 -74%
KHCM
1115
Kirtland Hills Capital Management
Ohio
$227K +$241K +2,089 New
HIA
1116
Harbor Investment Advisory
Maryland
$227K -$14.4K -125 -0.2%
MIP
1117
Mondrian Investment Partners
United Kingdom
$226K -$39.8K -345 -17%
CAM
1118
Chesapeake Asset Management
New York
$223K – – –
SCM
1119
SCS Capital Management
Massachusetts
$223K +$195K +1,689 New
SAM
1120
Silvercrest Asset Management
New York
$222K +$193K +1,677 New
WWMSC
1121
Wagner Wealth Management (South Carolina)
South Carolina
$222K +$193K +1,676 New
CA
1122
Clearstead Advisors
Ohio
$222K -$58.5K -507 -23%
FPCP
1123
Fort Point Capital Partners
California
$220K +$192K +1,667 New
WEG
1124
World Equity Group
Illinois
$217K +$233K +2,023 New
AAM
1125
Aureus Asset Management
Massachusetts
$216K +$189K +1,637 New
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