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Name Holding Trade Value Shares
Change 		Change in
Stake
FAIM
1501
Financial Advocates Investment Management
Washington
$758K -$1.71M -17,306 -68%
ASBI
1502
American State Bank (Iowa)
Iowa
$757K – – –
BCA
1503
Bay Colony Advisors
Massachusetts
$757K +$16.9K +171 +2%
WHCI
1504
W.H. Cornerstone Investments
Massachusetts
$754K +$844K +8,524 New
DWA
1505
Douglass Winthrop Advisors
New York
$752K -$98K -990 -11%
HA
1506
Harfst & Associates
Wyoming
$752K -$40.8K -412 -5%
GL
1507
Graypoint LLC
New York
$752K +$170K +1,714 +28%
GPWA
1508
Great Point Wealth Advisors
Massachusetts
$751K – – –
BA
1509
Ballast Advisors
Minnesota
$751K +$198 +2 +0%
APC
1510
Aspire Private Capital
North Carolina
$750K -$17.5K -177 -2%
TP
1511
Tranquility Partners
Tennessee
$750K +$9.9K +100 +1%
CASB
1512
Cape Ann Savings Bank
Massachusetts
$748K +$777K +7,847 New
ICG
1513
InterOcean Capital Group
Tennessee
$747K -$149K -1,508 -16%
O
1514
Ossiam
France
$744K -$13.7M -138,403 -95%
MW
1515
Marcum Wealth
Ohio
$740K -$59.6K -602 -7%
AC
1516
Abbrea Capital
California
$739K -$53.4K -539 -7%
SFP
1517
Shepherd Financial Partners
Massachusetts
$734K +$37.3K +377 +5%
IFWM
1518
Institute for Wealth Management
Colorado
$733K +$49.1K +496 +7%
GAG
1519
GM Advisory Group
New York
$731K -$9.9K -100 -1%
GFP
1520
Gryphon Financial Partners
Ohio
$730K +$220K +2,218 +41%
TCB
1521
Texas Capital Bancshares
Texas
$729K – – –
HI
1522
Humankind Investments
New York
$728K +$65.9K +666 +10%
IAIM
1523
International Assets Investment Management
Florida
$727K -$693 -7 -0.1%
OCM
1524
Orion Capital Management
California
$726K – – –
SOAMC
1525
Spirit of America Management Corp
New York
$726K – – –
59 60
61
62 63