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Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
2051
Angeles Investment Advisors
California
$235K -$120K -1,225 -33%
WH
2052
Willner & Heller
California
$233K +$2.25K +23 +0.9%
BWM
2053
BigSur Wealth Management
Florida
$232K – – –
PA
2054
Procyon Advisors
Connecticut
$231K -$554K -5,677 -69%
IC
2055
Inverness Counsel
New York
$231K – – –
PL
2056
Pluribus Labs
California
$231K +$243K +2,492 New
NEPPG
2057
New England Professional Planning Group
Rhode Island
$230K – – –
SCI
2058
S&CO Inc
Massachusetts
$229K -$342K -3,500 -59%
LNB
2059
Ledyard National Bank
$229K -$20.4K -209 -8%
TPA
2060
Trivium Point Advisory
Connecticut
$227K -$43.5K -446 -16%
ZB
2061
Zions Bancorporation
Utah
$227K -$11.9K -122 -5%
CFAM
2062
Center For Asset Management
Florida
$226K -$317K -3,246 -57%
CFO
2063
CVA Family Office
Colorado
$224K -$41K -420 -15%
MFGM
2064
Marshall Financial Group (Maryland)
Maryland
$222K -$24.6K -252 -10%
SEEDPG
2065
S.E.E.D. Planning Group
New York
$222K -$22.4K -230 -9%
SICM
2066
Sustainable Insight Capital Management
New York
$222K -$9.76K -100 -4%
CIR
2067
Clear Investment Research
Georgia
$222K – – –
PVH
2068
Psagot Value Holdings
Israel
$222K – – –
LFA
2069
Laraway Financial Advisors
Minnesota
$220K -$14.6K -150 -6%
CWM
2070
Calamos Wealth Management
Illinois
$220K -$4.1K -42 -2%
FDS
2071
Freedom Day Solutions
Texas
$220K -$1.85K -19 -0.8%
GCC
2072
Game Creek Capital
Massachusetts
$220K – – –
GCA
2073
Greenwood Capital Associates
South Carolina
$220K +$184K +1,890 +386%
TIA
2074
Traphagen Investment Advisors
New Jersey
$220K -$6.54K -67 -3%
SWMG
2075
Signature Wealth Management Group
Georgia
$219K -$390 -4 -0.2%
81 82
83
84 85