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Name Holding Trade Value Shares
Change 		Change in
Stake
RBFC
1751
Roman Butler Fullerton & Co
Missouri
$915K +$11.7K +250 +1%
SRC
1752
Sage Rhino Capital
California
$915K +$16.8K +357 +2%
SLT
1753
St Louis Trust
Missouri
$915K +$831K +17,708 New
CAM
1754
Campion Asset Management
Virginia
$914K +$830K +17,680 New
BW
1755
Bison Wealth
Georgia
$913K -$48.9K -1,042 -6%
CAN
1756
Claraphi Advisory Network
United States
$911K -$25.2K -536 -3%
FWM
1757
Focused Wealth Management
New York
$911K +$80.4K +1,712 +11%
PJSIMP
1758
P.J. Schmidt Investment Management (PJS)
Wisconsin
$910K -$1.15M -24,420 -58%
GDP
1759
Great Diamond Partners
Maine
$901K -$15K -319 -2%
SBF
1760
Sara-Bay Financial
Florida
$896K +$10.4K +221 +1%
SMC
1761
Smith, Moore & Co
Missouri
$887K +$3.85K +82 +0.5%
MCM
1762
Maple Capital Management
Vermont
$886K -$113K -2,407 -12%
LCM
1763
Liberty Capital Management
Michigan
$886K – – –
LWP
1764
Lumature Wealth Partners
Georgia
$886K +$213K +4,539 +36%
WFA
1765
Wade Financial Advisory
California
$882K – – –
AAM
1766
Augustine Asset Management
Florida
$881K – – –
SCM
1767
Spreng Capital Management
Ohio
$879K -$10.9K -233 -1%
PAWC
1768
P.A.W. Capital
Connecticut
$879K – – –
KIC
1769
Kensington Investment Counsel
California
$879K +$87.3K +1,860 +12%
BCP
1770
Blue Chip Partners
Michigan
$878K -$117K -2,492 -13%
BCA
1771
Berman Capital Advisors
Georgia
$878K +$156K +3,331 +24%
ARMT
1772
Amica Retiree Medical Trust
Rhode Island
$877K -$386K -8,214 -33%
HCM
1773
Hollencrest Capital Management
California
$871K -$10.1K -215 -1%
SMA
1774
Sage Mountain Advisors
Georgia
$871K +$219K +4,675 +38%
ACM
1775
Allred Capital Management
Texas
$871K -$3.94K -84 -0.5%
69 70
71
72 73