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Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1701
Appleton Partners
Massachusetts
$478K -$2.44K -29 -0.4%
SCA
1702
Salient Capital Advisors
Texas
$478K +$22.5K +267 +4%
CCG
1703
Ceeto Capital Group
Florida
$477K – – –
MFG
1704
Merit Financial Group
Georgia
$476K -$253K -3,003 -31%
OFS
1705
Orrstown Financial Services
Pennsylvania
$476K -$30.8K -366 -5%
TFS
1706
TrustCore Financial Services
Tennessee
$476K -$21.1K -251 -4%
RHP
1707
Royal Harbor Partners
Texas
$475K -$119K -1,413 -18%
APC
1708
Aspire Private Capital
North Carolina
$475K +$55.2K +656 +11%
SWMG
1709
Strategic Wealth Management Group
Maryland
$475K +$94.9K +1,128 +21%
BWA
1710
Beam Wealth Advisors
Louisiana
$474K +$194K +2,302 +54%
CCM
1711
Chilton Capital Management
Texas
$473K -$380K -4,522 -41%
EW
1712
Element Wealth
Mississippi
$472K +$6.05K +72 +1%
WDA
1713
Wendell David Associates
New Hampshire
$471K – – –
B
1714
Bellecapital
Switzerland
$471K +$291K +3,458 +112%
WC
1715
Westhampton Capital
North Carolina
$470K -$2.1K -25 -0.4%
OPA
1716
Old Port Advisors
Maine
$470K +$30.1K +358 +6%
III
1717
Independent Investors Inc
New York
$469K – – –
GCM
1718
Gladius Capital Management
Illinois
$466K +$544K +6,466 New
CP
1719
Camelot Portfolios
Ohio
$466K +$545K +6,479 New
HR
1720
Hayden Royal
North Carolina
$465K -$13.6K -162 -2%
TW
1721
Transform Wealth
Colorado
$464K -$39K -464 -7%
NQWM
1722
Northwest Quadrant Wealth Management
Oregon
$464K -$26.1K -310 -5%
WFM
1723
Wolff Financial Management
Michigan
$462K +$48.4K +576 +10%
BA
1724
Ballast Advisors
Minnesota
$461K -$28.4K -338 -5%
RCG
1725
Rock Creek Group
District of Columbia
$460K +$110K +1,302 +26%
67 68
69
70 71