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Name Holding Trade Value Shares
Change 		Change in
Stake
LNWTC
2226
Laird Norton Wetherby Trust Company
Washington
$366K +$49.1K +1,045 +15%
RWM
2227
RKL Wealth Management
Pennsylvania
$365K -$85.4K -1,819 -21%
APW
2228
Acima Private Wealth
Virginia
$364K – – –
HCM
2229
Hengehold Capital Management
Ohio
$364K +$141 +3 +0%
VAM
2230
Verity Asset Management
North Carolina
$363K +$72.9K +1,553 +28%
JHP
2231
James Hambro & Partners
United Kingdom
$362K +$329K +7,000 New
PPG
2232
Peak Planning Group
Colorado
$362K +$15K +319 +5%
OFA
2233
Oak Family Advisors
Illinois
$361K -$53.1K -1,132 -14%
SB
2234
Strategic Blueprint
Georgia
$360K +$327K +6,968 New
GWI
2235
Grace & White Inc
New York
$359K – – –
OWP
2236
Obermeyer Wealth Partners
Colorado
$359K – – –
NCM
2237
Noesis Capital Mangement
Florida
$358K -$24.7K -527 -7%
CAL
2238
Capital Advisors Ltd
Ohio
$357K – – –
AAM
2239
Autus Asset Management
Arizona
$357K +$324K +6,908 New
OFG
2240
Oxford Financial Group
Indiana
$356K -$7.93K -169 -2%
MF
2241
Montis Financial
Massachusetts
$355K -$75.1K -1,600 -19%
SAM
2242
Summit Asset Management
Tennessee
$355K +$46.5K +991 +17%
CFN
2243
Cordasco Financial Network
Florida
$354K -$188 -4 -0.1%
BEAM
2244
Baker Ellis Asset Management
Washington
$352K +$4.69K +100 +1%
SMH
2245
Sanders Morris Harris
Texas
$351K -$6.77M -144,150 -96%
LP
2246
LGL Partners
Pennsylvania
$351K -$78.1K -1,663 -20%
MJP
2247
Michael J. Puzo
$349K -$25.8K -550 -8%
GP
2248
Greenline Partners
New York
$348K – – –
ACM
2249
Armbruster Capital Management
New York
$346K – – –
GCM
2250
Gables Capital Management
Florida
$346K – – –
88 89
90
91 92