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Name Holding Trade Value Shares
Change 		Change in
Stake
TIMH
1451
Tilt Investment Management Holdings
New York
$490K – – –
CFS
1452
CRA Financial Services
New Jersey
$490K +$4.25K +60 +0.9%
BWG
1453
Beta Wealth Group
California
$489K +$14.3K +202 +3%
BSA
1454
Bull Street Advisors
Georgia
$488K +$1.42K +20 +0.3%
BO
1455
Bank OZK
Arkansas
$488K -$658K -9,290 -57%
HIM
1456
Hillsdale Investment Management
Ontario, Canada
$485K +$28.6K +404 +6%
CAM
1457
Campion Asset Management
Virginia
$484K -$1.06K -15 -0.2%
BWM
1458
Baystate Wealth Management
Massachusetts
$482K +$25.7K +363 +6%
BFM
1459
Boston Financial Management
Massachusetts
$482K -$456K -6,439 -48%
AC
1460
Abbrea Capital
California
$480K -$48.1K -679 -9%
IAM
1461
Innovis Asset Management
Illinois
$479K +$486K +6,864 New
WIP
1462
WealthCare Investment Partners
Rhode Island
$479K -$52.9K -746 -10%
CPA
1463
Capital Planning Advisors
California
$478K -$1.45M -20,437 -75%
LAS
1464
Lloyd Advisory Services
Georgia
$478K +$485K +6,843 New
NG
1465
Norden Group
Utah
$478K +$485K +6,843 New
MW
1466
Marcum Wealth
Ohio
$477K -$13K -184 -3%
SLG
1467
Stanley-Laman Group
Pennsylvania
$477K – – –
SSWM
1468
Strait & Sound Wealth Management
California
$474K +$222K +3,132 +86%
BA
1469
Bristlecone Advisors
Washington
$471K – – –
EL
1470
Essex LLC
Illinois
$468K -$6.45K -91 -1%
WF
1471
Williams Financial
Vermont
$468K -$3.19K -45 -0.7%
AIS
1472
AM Investment Strategies
Tennessee
$468K +$251K +3,540 +112%
FFG
1473
Frisch Financial Group
New York
$468K +$475K +6,706 New
PWMAG
1474
Pinnacle Wealth Management Advisory Group
New Jersey
$467K +$45.6K +644 +11%
LC
1475
Lindbrook Capital
California
$465K +$31.5K +445 +7%
57 58
59
60 61