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Name Holding Trade Value Shares
Change 		Change in
Stake
RDWM
1651
Red Door Wealth Management
Tennessee
$308K -$7.09K -100 -2%
ACA
1652
Atlas Capital Advisors
Wyoming
$307K – – –
HCP
1653
Hexagon Capital Partners
Arkansas
$307K +$106K +1,499 +52%
AL
1654
Aspiriant LLC
California
$307K +$59.8K +844 +24%
CPSC
1655
Carl P. Sherr & Co
Massachusetts
$305K – – –
GIA
1656
Guyasuta Investment Advisors
Pennsylvania
$305K -$229K -3,230 -43%
GC
1657
Gratus Capital
Georgia
$305K +$309K +4,362 New
WP
1658
WealthShield Partners
North Carolina
$304K -$6.66K -94 -2%
FAG
1659
Fortitude Advisory Group
Washington
$304K -$2.13K -30 -0.7%
OIA
1660
Optimum Investment Advisors
Illinois
$301K +$142 +2 +0%
HI
1661
Humankind Investments
New York
$300K +$7.16K +101 +2%
APWM
1662
Argonautica Private Wealth Management
Massachusetts
$299K – – –
CIC
1663
Crawford Investment Counsel
Georgia
$299K -$88.7K -1,252 -23%
CAM
1664
Cidel Asset Management
Ontario, Canada
$299K -$81.6K -1,152 -21%
CI
1665
CX Institutional
Indiana
$298K -$244K -3,449 -45%
MAM
1666
MMA Asset Management
Pennsylvania
$297K -$709 -10 -0.2%
RFN
1667
RDA Financial Network
Iowa
$297K -$2.34K -33 -0.8%
BAM
1668
Berkshire Asset Management
Pennsylvania
$297K -$14.2K -200 -4%
WA
1669
Waverly Advisors
Alabama
$297K +$5.03K +71 +2%
GP
1670
Girard Partners
Pennsylvania
$296K -$56.8K -802 -16%
WWM
1671
Windsor Wealth Management
Indiana
$296K -$35.4K -499 -11%
BWM
1672
BCS Wealth Management
Tennessee
$296K +$301K +4,244 New
SFA
1673
Souders Financial Advisors
Ohio
$295K +$2.48K +35 +0.8%
MSFP
1674
Mark Sheptoff Financial Planning
Connecticut
$295K -$442K -6,232 -60%
RP
1675
Riverwater Partners
Wisconsin
$294K +$58.2K +821 +24%
65 66
67
68 69