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CB

Name Holding Trade Value Shares
Change 		Change in
Stake
TFP
1151
Tilia Fiduciary Partners
North Carolina
$549K +$34.5K +126 +7%
HTHT
1152
Hemenway Trust Hemenway Trust
New Hampshire
$548K -$27.1K -99 -5%
AF
1153
Advisornet Financial
Minnesota
$548K +$238K +867 +84%
SFS
1154
Strategic Financial Services
New York
$548K – – –
SCM
1155
Sterling Capital Management
North Carolina
$548K +$521K +1,900 New
AC
1156
ASB Consultores
Florida
$548K – – –
LW
1157
Linscomb Wealth
Texas
$542K +$14.8K +54 +3%
AIA
1158
Alera Investment Advisors
Illinois
$540K -$31.3K -114 -6%
WIA
1159
Wetzel Investment Advisors
Indiana
$540K +$11.8K +43 +2%
GC
1160
Grimes & Company
Massachusetts
$538K -$2.74K -10 -0.5%
RW
1161
Rede Wealth
Virginia
$537K -$822 -3 -0.2%
HC
1162
Hara Capital
Washington
$537K -$9.05K -33 -2%
MWM
1163
Modern Wealth Management
Kansas
$534K +$14.5K +53 +3%
IA
1164
IFP Advisors
Florida
$531K +$225K +819 +80%
PA
1165
Promethium Advisors
Maryland
$529K +$502K +1,830 New
SVWAG
1166
Sound View Wealth Advisors Group
Georgia
$528K +$30.2K +110 +6%
BWM
1167
BlackDiamond Wealth Management
New York
$527K -$76.5K -279 -13%
SCM
1168
Stonebridge Capital Management
California
$527K – – –
EFG
1169
Everhart Financial Group
Ohio
$526K +$45K +164 +10%
CFP
1170
Catalyst Financial Partners
Massachusetts
$525K +$22.5K +82 +5%
MWM
1171
Modera Wealth Management
New Jersey
$523K -$10.7K -39 -2%
MCC
1172
Money Concepts Capital
Florida
$523K +$497K +1,814 New
SPA
1173
Shore Point Advisors
New Jersey
$522K +$274 +1 +0.1%
AWA
1174
Aaron Wealth Advisors
Illinois
$519K +$55.9K +204 +13%
DP
1175
Dearborn Partners
Illinois
$519K +$48.5K +177 +11%
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