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Name Holding Trade Value Shares
Change 		Change in
Stake
WCWM
1726
Wooster Corthell Wealth Management
Connecticut
$422K +$50.9K +466 +15%
AWE
1727
Avidian Wealth Enterprises
Texas
$421K +$50.5K +463 +15%
SC
1728
Scholtz & Company
Connecticut
$421K +$391K +3,580 New
BIM
1729
Baldwin Investment Management
Pennsylvania
$419K – – –
BWM
1730
Baystate Wealth Management
Massachusetts
$414K +$71.6K +656 +23%
ORI
1731
Oak Ridge Investments
Illinois
$413K +$384K +3,518 New
VFP
1732
Verus Financial Partners
Virginia
$410K -$10.2K -93 -3%
RWM
1733
Raffa Wealth Management
District of Columbia
$409K – – –
LC
1734
Landaas & Company
Wisconsin
$409K +$380K +3,478 New
CCM
1735
Carlson Capital Management
Minnesota
$406K -$21.8K -200 -5%
NCM
1736
Noesis Capital Mangement
Florida
$406K – – –
HCA
1737
Horan Capital Advisors
Ohio
$404K +$9.82K +90 +3%
MGIA
1738
Moneta Group Investment Advisors
Missouri
$402K -$255K -2,332 -41%
TAM
1739
Timucuan Asset Management
Florida
$402K – – –
TIM
1740
Tortoise Investment Management
New York
$401K +$262K +2,400 +237%
LIM
1741
Loudon Investment Management
New Hampshire
$400K -$16.7K -153 -4%
BCA
1742
Bray Capital Advisors
Florida
$400K – – –
FC
1743
Financial Consulate
Maryland
$399K +$51.8K +475 +16%
TC
1744
Trust Company
Kansas
$398K -$8.84K -81 -2%
HJGA
1745
Hardman Johnston Global Advisors
Connecticut
$394K – – –
AIM
1746
Arcadia Investment Management
Michigan
$392K -$48.6K -445 -12%
GWM
1747
GSB Wealth Management
Connecticut
$392K – – –
SAM
1748
Security Asset Management
New York
$391K -$65.2K -597 -15%
MWPCG
1749
Measured Wealth Private Client Group
New Hampshire
$390K +$362K +3,317 New
FIM
1750
Freedom Investment Management
Connecticut
$389K -$54.6K -500 -13%
68 69
70
71 72