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Name Holding Trade Value Shares
Change 		Change in
Stake
MC
1501
Middleton & Co
Massachusetts
$2.25M -$316K -2,240 -12%
OFS
1502
OneAscent Financial Services
Alabama
$2.25M -$216K -1,530 -9%
NP
1503
Nilsine Partners
Colorado
$2.25M -$295K -2,093 -12%
IIA
1504
Integral Investment Advisors
California
$2.25M +$154K +1,089 +7%
JIC
1505
Joel Isaacson & Co
New York
$2.24M -$33.6K -238 -1%
PWA
1506
Providence Wealth Advisors
Illinois
$2.24M -$82.3K -584 -4%
CGL
1507
Clarius Group LLC
Washington
$2.23M -$13.5K -96 -0.6%
FMI
1508
Factory Mutual Insurance
Massachusetts
$2.23M – – –
CSI
1509
Clark & Stuart Inc
Maine
$2.22M +$14.1K +100 +0.6%
PPA
1510
Painted Porch Advisors
California
$2.22M -$24.7K -175 -1%
IIA
1511
ICW Investment Advisors
Arizona
$2.21M +$46.9K +333 +2%
BPCE
1512
Bank Pictet & Cie (Europe)
Germany
$2.2M -$2.01M -14,264 -48%
CCS
1513
Concentric Capital Strategies
Connecticut
$2.2M +$2.17M +15,385 New
BWM
1514
BKM Wealth Management
Wisconsin
$2.2M +$27.8K +197 +1%
BCA
1515
Bay Colony Advisors
Massachusetts
$2.2M -$40.7K -289 -2%
WE
1516
Wealth Effects
Massachusetts
$2.19M +$8.04K +57 +0.4%
PWAM
1517
Pinnacle West Asset Management
Wyoming
$2.19M -$12K -85 -0.6%
DAS
1518
DMKC Advisory Services
Iowa
$2.19M +$274K +1,945 +16%
PCP
1519
Proficio Capital Partners
Massachusetts
$2.19M -$103K -734 -5%
OBGC
1520
O'Brien Greene & Co
Pennsylvania
$2.18M – – –
MG
1521
Mather Group
Illinois
$2.18M -$162K -1,150 -7%
ACMA
1522
Arbor Capital Management (Alaska)
Alaska
$2.18M +$83.2K +590 +4%
WGC
1523
Watts Gwilliam & Co
Arizona
$2.18M +$1.43M +10,166 +286%
SCM
1524
Stevens Capital Management
Pennsylvania
$2.18M +$2.14M +15,208 New
FPCP
1525
Fort Point Capital Partners
California
$2.18M +$29K +206 +1%
59 60
61
62 63