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Name Holding Trade Value Shares
Change 		Change in
Stake
LP
2251
LGL Partners
Pennsylvania
$359K – – –
YIH
2252
Y-Intercept (HK)
Hong Kong
$359K +$356K +6,774 New
FWM
2253
FFT Wealth Management
Pennsylvania
$359K +$357K +6,783 New
CFS
2254
Capital Financial Services
New York
$358K +$11.8K +225 +3%
GP
2255
Greenline Partners
New York
$357K – – –
AAM
2256
Autus Asset Management
Arizona
$355K -$10.2K -193 -3%
ACM
2257
Armbruster Capital Management
New York
$355K – – –
SCA
2258
St. Clair Advisors
Ohio
$354K – – –
TCM
2259
Towercrest Capital Management
Pennsylvania
$354K +$3.89K +74 +1%
CMI
2260
Clare Market Investments
Texas
$352K -$57.8K -1,099 -14%
JPG
2261
Jordan Park Group
California
$352K -$259K -4,927 -43%
BEAM
2262
Baker Ellis Asset Management
Washington
$352K -$7.89K -150 -2%
KBFS
2263
Kohmann Bosshard Financial Services
Ohio
$352K +$1.31K +25 +0.4%
CCM
2264
Carlson Capital Management
Minnesota
$351K +$7.84K +149 +2%
CFN
2265
Cordasco Financial Network
Florida
$350K -$13K -247 -4%
CIC
2266
Chase Investment Counsel
Virginia
$349K -$31.6K -600 -8%
WA
2267
Wambolt & Associates
Colorado
$349K +$63K +1,198 +22%
BMCM
2268
Bryn Mawr Capital Management
Pennsylvania
$347K -$73.6K -1,400 -18%
FDCC
2269
Foster Dykema Cabot & Co
Massachusetts
$345K – – –
RW
2270
REDW Wealth
New Mexico
$344K – – –
EWP
2271
Engrave Wealth Partners
Texas
$344K +$85.6K +1,628 +33%
AIM
2272
Axiom Investment Management
New York
$343K +$17.9K +341 +6%
KA
2273
Klingman & Associates
New York
$342K -$151K -2,876 -31%
AWA
2274
Acorn Wealth Advisors
Michigan
$342K +$1.26K +24 +0.4%
HR
2275
Howe & Rusling
New York
$342K +$6.73K +128 +2%
89 90
91
92 93