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Name Holding Trade Value Shares
Change 		Change in
Stake
DC
1526
DeDora Capital
California
$2.29M +$12.4K +81 +0.5%
EMB
1527
Elefante Mark B
$2.28M +$2.41M +15,748 New
FUBT
1528
First United Bank & Trust
Maryland
$2.28M +$318K +2,075 +15%
AL
1529
Aspiriant LLC
California
$2.28M -$118K -774 -5%
IA
1530
IFC Advisors
California
$2.27M +$2.4M +15,675 New
AF
1531
Apexium Financial
Texas
$2.27M +$1.15M +7,527 +93%
GW
1532
Griffith & Werner
Georgia
$2.27M +$2.39M +15,639 New
AIM
1533
AHL Investment Management
Florida
$2.26M +$17.1K +112 +0.7%
CFSG
1534
Community Financial Services Group
Vermont
$2.26M +$198K +1,294 +9%
CT
1535
Clearstead Trust
Maine
$2.25M -$3.37K -22 -0.1%
PWC
1536
PYA Waltman Capital
Tennessee
$2.25M +$48.4K +316 +2%
SG
1537
Somerset Group
Minnesota
$2.25M – – –
FPCP
1538
Fort Point Capital Partners
California
$2.25M -$54.2K -354 -2%
CAS
1539
Coppell Advisory Solutions
Texas
$2.24M -$495K -3,234 -17%
IAS
1540
IMA Advisory Services
Colorado
$2.24M +$92.3K +603 +4%
CWM
1541
Chesapeake Wealth Management
Virginia
$2.24M -$73.2K -478 -3%
FWM
1542
Finer Wealth Management
Massachusetts
$2.24M -$37.7K -246 -2%
JWM
1543
Jeppson Wealth Management
California
$2.24M -$95.7K -625 -4%
CSI
1544
Clark & Stuart Inc
Maine
$2.23M +$2.36M +15,427 New
LA
1545
Lindenwold Advisors
Pennsylvania
$2.23M -$34.6K -226 -1%
JIC
1546
Joel Isaacson & Co
New York
$2.23M +$74.7K +488 +3%
BA
1547
Bristlecone Advisors
Washington
$2.23M -$6.12K -40 -0.3%
TWM
1548
Trueblood Wealth Management
Ohio
$2.23M -$88.6K -579 -4%
ATC
1549
Adirondack Trust Company
New York
$2.22M -$8.57K -56 -0.4%
WA
1550
WealthTrust Axiom
Pennsylvania
$2.22M +$30.6K +200 +1%
60 61
62
63 64