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CB

Name Holding Trade Value Shares
Change 		Change in
Stake
AFM
901
Abbot Financial Management
Massachusetts
$606K – – –
EWA
902
Encompass Wealth Advisors
Oregon
$601K – – –
LCWP
903
Legacy Capital Wealth Partners
Arkansas
$599K +$648K +3,082 New
PWP
904
Principle Wealth Partners
Connecticut
$596K – – –
AC
905
Arjuna Capital
North Carolina
$595K +$195K +930 +44%
MPI
906
Mairs & Power Inc
Minnesota
$589K +$149K +710 +31%
SAM
907
Seelaus Asset Management
New Jersey
$589K +$623K +2,965 New
WJWM
908
Williams Jones Wealth Management
New York
$589K +$31.5K +150 +5%
XSC
909
X-Square Capital
Puerto Rico
$586K -$42K -200 -6%
CCG
910
Ceeto Capital Group
Florida
$585K – – –
BBA
911
Baader Bank Aktiengesellschaft
Germany
$584K -$156K -740 -20%
TPA
912
Trivium Point Advisory
Connecticut
$583K +$631K +3,004 New
BSA
913
Bull Street Advisors
Georgia
$583K +$4.2K +20 +0.7%
WFA
914
Websterrogers Financial Advisors
South Carolina
$582K – – –
UAS
915
United Asset Strategies
New York
$575K +$16.2K +77 +3%
KI
916
Kula Investments
Illinois
$573K +$620K +2,952 New
SIM
917
Sentry Investment Management
Wisconsin
$572K +$3.36K +16 +0.5%
CT
918
Cambridge Trust
Massachusetts
$571K +$34K +162 +6%
SFO
919
Stokes Family Office
Louisiana
$569K +$2.52K +12 +0.4%
CWM
920
Connecticut Wealth Management
Connecticut
$567K +$614K +2,921 New
HL
921
HeadInvest LLC
Maine
$563K -$16.8K -80 -3%
DI
922
DFPG Investments
Utah
$562K +$74.2K +353 +14%
EWA
923
EverSource Wealth Advisors
Alabama
$561K -$50.2K -239 -8%
AIA
924
Angeles Investment Advisors
California
$560K +$65.8K +313 +12%
SCM
925
Shelton Capital Management
Colorado
$559K +$43.3K +206 +8%
35 36
37
38 39