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Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
1326
Asset Dedication LLC
California
$296K +$2.62K +36 +0.9%
SICM
1327
Sustainable Insight Capital Management
New York
$296K +$2.7K +37 +0.9%
BCB
1328
Brian C. Broderick
$295K – – –
WPC
1329
Wedmont Private Capital
Pennsylvania
$295K +$257K +3,526 New
WP
1330
WealthPLAN Partners
Nebraska
$294K +$8.45K +116 +4%
CRWM
1331
Castle Rock Wealth Management
California
$293K -$15.4K -212 -6%
T
1332
TOBAM
France
$292K -$42.7K -586 -13%
WDA
1333
Wendell David Associates
New Hampshire
$292K – – –
CA
1334
Cornerstone Advisory
Maryland
$291K +$294K +4,030 New
JLBC
1335
J.L. Bainbridge & Co
Florida
$290K – – –
SW
1336
SteelPeak Wealth
California
$290K – – –
GSWM
1337
Golden State Wealth Management
California
$290K +$293K +4,023 New
MA
1338
Montag & Associates
Georgia
$289K -$76.8K -1,054 -21%
HAIM
1339
Hunter Associates Investment Management
Pennsylvania
$289K – – –
LCS
1340
Levin Capital Strategies
New York
$289K – – –
SCM
1341
Salem Capital Management
Massachusetts
$289K – – –
BSB
1342
Bangor Savings Bank
Maine
$289K +$510 +7 +0.2%
MC
1343
Machina Capital
France
$289K +$291K +4,000 New
CHJWM
1344
Carlton Hofferkamp & Jenks Wealth Management
Texas
$287K +$73 +1 +0%
CTA
1345
Chesley Taft & Associates
Illinois
$287K +$289K +3,971 New
CSI
1346
Cross Staff Investments
New York
$287K +$290K +3,978 New
MLL
1347
Moody Lynn & Lieberson
Massachusetts
$286K -$364 -5 -0.1%
MWP
1348
Moller Wealth Partners
$286K – – –
ISWM
1349
Independent Solutions Wealth Management
New York
$285K +$14.4K +198 +5%
SC
1350
Schubert & Co
Texas
$285K +$288K +3,947 New
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