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Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
2251
Capital Planning Advisors
California
$451K -$170K -3,570 -27%
NAS
2252
NWF Advisory Services
California
$450K +$29.8K +627 +7%
NCM
2253
NCM Capital Management
New Jersey
$449K +$22.2K +468 +5%
CP
2254
Canopy Partners
Ohio
$449K +$1.47K +31 +0.3%
PIMG
2255
Patriot Investment Management Group
Tennessee
$448K +$6.27K +132 +1%
BFWA
2256
Benchmark Financial Wealth Advisors
Florida
$446K +$114K +2,397 +34%
SLG
2257
Stanley-Laman Group
Pennsylvania
$445K +$445K +9,372 New
GL
2258
Gerber LLC
Ohio
$445K +$1.04K +22 +0.2%
TIM
2259
Tortoise Investment Management
New York
$445K -$71K -1,496 -14%
BBI
2260
Baxter Bros Inc
Connecticut
$444K +$617 +13 +0.1%
IIA
2261
Integral Investment Advisors
California
$443K +$55.2K +1,162 +14%
CWA
2262
Clearview Wealth Advisors
Oregon
$443K -$20.8K -439 -4%
HR
2263
Hardy Reed
Mississippi
$443K +$443K +9,326 New
DPIM
2264
Duff & Phelps Investment Management
Illinois
$443K -$1.78M -37,438 -80%
RTC
2265
Riverview Trust Company
Washington
$442K -$741K -15,600 -63%
MA
2266
MJP Associates
Connecticut
$442K -$80.2K -1,690 -15%
NSB
2267
Norway Savings Bank
Maine
$442K – – –
DOA
2268
D'Orazio & Associates
Virginia
$442K -$51.4K -1,083 -10%
SPWG
2269
Syntegra Private Wealth Group
Missouri
$441K +$12.5K +263 +3%
RA
2270
Ruggaard & Associates
Ohio
$441K -$9.45K -199 -2%
WFA
2271
Wade Financial Advisory
California
$440K – – –
BCG
2272
BayBridge Capital Group
California
$439K +$26.2K +552 +6%
BWP
2273
Barlow Wealth Partners
Kentucky
$438K -$92.1K -1,939 -17%
WCG
2274
Weaver Consulting Group
California
$438K +$22.4K +472 +5%
ALAM
2275
Asahi Life Asset Management
Japan
$437K -$493K -10,393 -53%
89 90
91
92 93