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Celestica
CLS

Name Holding Trade Value Shares
Change 		Change in
Stake
CRI
501
Colonial River Investments
Virginia
$362K -$20.4K -101 -6%
TWP
502
Triad Wealth Partners
Kansas
$360K – – –
HI
503
Harbour Investments
Wisconsin
$358K +$264K +1,310 +903%
BWM
504
Baron Wealth Management
Michigan
$352K +$19.4K +96 +7%
MFG
505
Merit Financial Group
Georgia
$352K +$288K +1,427 New
CL
506
Choreo LLC
Illinois
$348K +$284K +1,411 New
SOW
507
State of Wyoming
Wyoming
$342K -$168K -831 -37%
WHCI
508
W.H. Cornerstone Investments
Massachusetts
$339K – – –
LNWWM
509
Laird Norton Wetherby Wealth Management
California
$339K +$277K +1,374 New
WA
510
Wealth Alliance
New York
$338K +$277K +1,373 New
WIA
511
World Investment Advisors
California
$333K +$6.86K +34 +3%
VBA
512
von Borstel & Associates
Oregon
$330K +$193K +958 New
TCA
513
Tortoise Capital Advisors
Kansas
$329K +$269K +1,336 New
EFS
514
Essex Financial Services
Connecticut
$329K – – –
CIA
515
Concurrent Investment Advisors
Florida
$328K +$268K +1,331 New
TFA
516
Transamerica Financial Advisors
Florida
$327K -$57.3K -284 -18%
PCG
517
Prosperity Consulting Group
Maryland
$326K – – –
SWM
518
Spire Wealth Management
Virginia
$324K +$17.5K +87 +7%
SB
519
SIG Brokerage
New York
$324K +$265K +1,314 New
CT
520
Clearstead Trust
Maine
$322K – – –
FC
521
Farringdon Capital
United Kingdom
$322K +$263K +1,305 New
DCM
522
Dudley Capital Management
Virginia
$320K -$80.6K -400 -24%
BFS
523
Bradley Foster & Sargent
Connecticut
$320K – – –
IWM
524
IHT Wealth Management
Illinois
$320K +$261K +1,297 New
MCM
525
MAI Capital Management
Ohio
$309K – – –
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