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Name Holding Trade Value Shares
Change 		Change in
Stake
BP
2301
Broadleaf Partners
Ohio
$347K -$2.54K -53 -0.6%
GCAC
2302
Guardian Capital Advisors (Canada)
Ontario, Canada
$346K -$124K -2,600 -24%
GAA
2303
Global Assets Advisory
Florida
$346K +$383K +8,004 New
SAS
2304
Sanford Advisory Services
Michigan
$345K – – –
GWM
2305
Gitterman Wealth Management
New Jersey
$345K +$170K +3,545 +77%
LFA
2306
Laraway Financial Advisors
Minnesota
$344K -$17.7K -370 -4%
LJHT
2307
Laurie J. Hall Trustee
$344K -$11.9K -248 -3%
AC
2308
Apella Capital
Connecticut
$344K +$61.7K +1,289 +19%
FPCM
2309
Financial Partners Capital Management
New York
$343K -$9.57K -200 -2%
KWM
2310
KerberRose Wealth Management
Wisconsin
$343K +$385K +8,041 New
TFF
2311
The Family Firm
Maryland
$342K +$1.53K +32 +0.4%
FFG
2312
Ford Financial Group
California
$341K -$191 -4 -0%
BBNB
2313
Baker Boyer National Bank
Washington
$341K – – –
BHCM
2314
Brevan Howard Capital Management
Jersey
$341K +$383K +8,000 New
NCM
2315
NCM Capital Management
New Jersey
$340K – – –
APA
2316
Astoria Portfolio Advisors
New York
$340K +$66.8K +1,395 +21%
PWM
2317
Prentice Wealth Management
New York
$340K +$74.6K +1,559 +24%
TA
2318
TrueWealth Advisors
Alabama
$340K +$227K +4,733 +146%
SC
2319
Saybrook Capital
North Carolina
$338K – – –
LI
2320
Lafayette Investments
Maryland
$338K +$57.4K +1,200 +18%
CCA
2321
Clearwater Capital Advisors
Illinois
$338K +$61.3K +1,280 +19%
D
2322
Diversified
Delaware
$337K -$8.38K -175 -2%
SAM
2323
SP Asset Management
California
$337K -$527 -11 -0.1%
FMTC
2324
Farmers & Merchants Trust Company
California
$336K -$9.57K -200 -2%
PMFA
2325
Plante Moran Financial Advisors
Michigan
$335K -$25.4K -531 -6%
91 92
93
94 95