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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1501
BigSur Wealth Management
Florida
$292K +$311K +5,000 New
MFG
1502
Magnus Financial Group
New York
$290K -$163K -2,625 -35%
GIM
1503
Groesbeck Investment Management
New Jersey
$289K – – –
SL
1504
Stevard LLC
Illinois
$288K +$46.5K +748 +18%
ECG
1505
Edge Capital Group
Georgia
$288K +$307K +4,927 New
BP
1506
BBR Partners
New York
$287K +$305K +4,907 New
HA
1507
Harfst & Associates
Wyoming
$286K +$13.4K +216 +5%
SP
1508
Successful Portfolios
Florida
$284K -$809 -13 -0.3%
DI
1509
DAGCO Inc
Ohio
$282K -$76.3K -1,226 -20%
ECM
1510
Elgethun Capital Management
South Dakota
$282K -$4.04K -65 -1%
CHP
1511
Cable Hill Partners
Oregon
$282K +$300K +4,829 New
MCP
1512
Mirador Capital Partners
California
$281K +$23.8K +383 +9%
EGA
1513
E&G Advisors
Texas
$279K -$2.74K -44 -0.9%
GFP
1514
Gryphon Financial Partners
Ohio
$278K +$296K +4,755 New
CWM
1515
Chesapeake Wealth Management
Virginia
$277K -$25.5K -410 -8%
BG
1516
Bahl & Gaynor
Ohio
$277K -$20.3K -326 -6%
CT
1517
Cambridge Trust
Massachusetts
$276K -$92K -1,479 -24%
PMFA
1518
Plante Moran Financial Advisors
Michigan
$276K +$6.22K +100 +2%
WA
1519
Wealth Architects
California
$276K +$37K +594 +14%
PAG
1520
Pinnacle Advisory Group
Maryland
$275K – – –
CBTWT
1521
Community Bank & Trust (Waco, Texas)
Texas
$275K +$293K +4,711 New
HCM
1522
Hollencrest Capital Management
California
$274K -$13.3K -213 -4%
LFASL
1523
Lugano Financial Advisors SA (LFA)
Switzerland
$274K – – –
PIA
1524
Pinion Investment Advisors
Kansas
$274K – – –
OPS
1525
Orion Portfolio Solutions
Nebraska
$273K -$22.8K -366 -7%
59 60
61
62 63