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Name Holding Trade Value Shares
Change 		Change in
Stake
BEAM
2526
Baker Ellis Asset Management
Washington
$405K +$800 +14 +0.2%
ACM
2527
Armbruster Capital Management
New York
$405K – – –
LFA
2528
Laraway Financial Advisors
Minnesota
$403K – – –
CW
2529
Curio Wealth
Maryland
$402K +$388K +6,793 New
EBT
2530
Enterprise Bank & Trust
Massachusetts
$402K -$10.2K -178 -3%
OWM
2531
Opes Wealth Management
California
$401K -$62.3K -1,091 -14%
KCPG
2532
Kavar Capital Partners Group
Kansas
$401K -$30.3K -530 -7%
SMH
2533
Sanders Morris Harris
Texas
$401K – – –
AT
2534
American Trust
Kentucky
$400K +$61.7K +1,080 +19%
AWP
2535
Abacus Wealth Partners
California
$400K -$8.17K -143 -2%
CWM
2536
Circle Wealth Management
New Jersey
$400K -$24.1K -422 -6%
GW
2537
Griffith & Werner
Georgia
$399K +$385K +6,744 New
BI
2538
Bolthouse Investments
California
$399K +$385K +6,743 New
CCB
2539
Cutter & Co Brokerage
Missouri
$399K +$571 +10 +0.1%
PFG
2540
Prosperity Financial Group
California
$398K +$2.46K +43 +0.6%
FS
2541
Financial Symmetry
North Carolina
$398K -$47.4K -830 -11%
TPW
2542
Transatlantique Private Wealth
New York
$398K – – –
TC
2543
Truvestments Capital
Florida
$398K +$17.7K +310 +5%
CFG
2544
Carr Financial Group
Massachusetts
$397K -$351K -6,154 -48%
LEA
2545
Legacy Edge Advisors
New York
$396K -$23.3K -408 -6%
MHR
2546
Matthew Hamilton Rosenberg
$395K +$11.5K +202 +3%
BFG
2547
Bouchey Financial Group
New York
$394K +$14.6K +256 +4%
RIG
2548
RiverFront Investment Group
Virginia
$394K +$73.4K +1,286 +24%
CWA
2549
Centennial Wealth Advisory
Michigan
$393K -$4.91K -86 -1%
PFGIA
2550
Patriot Financial Group Insurance Agency
Massachusetts
$392K +$3.77K +66 +1%
100 101
102
103 104