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Name Holding Trade Value Shares
Change 		Change in
Stake
CBFP
1751
Cedar Brook Financial Partners
Ohio
$766K +$7.62K +63 +1%
BFA
1752
Beaumont Financial Advisors
Massachusetts
$766K +$69.9K +578 +10%
CAW
1753
Cornerstone Advisors (Washington)
Washington
$765K +$84.8K +701 +13%
JIP
1754
Jaffetilchin Investment Partners
Florida
$763K -$253K -2,089 -25%
CI
1755
Capital Innovations
Wisconsin
$763K -$49K -405 -6%
BCM
1756
Bienville Capital Management
New York
$762K -$46.3K -383 -6%
MPAM
1757
Murphy Pohlad Asset Management
Minnesota
$762K -$21.2K -175 -3%
BC
1758
Brio Consultants
California
$762K +$483K +3,997 +188%
TIA
1759
Tiemann Investment Advisors
California
$761K -$32K -265 -4%
AW
1760
Alpha Windward
Massachusetts
$760K -$11.5K -95 -2%
BWCS
1761
Beirne Wealth Consulting Services
Connecticut
$758K -$201K -1,662 -21%
HR
1762
Hayden Royal
North Carolina
$757K -$248K -2,047 -25%
TF
1763
Tompkins Financial
New York
$752K -$219K -1,812 -23%
AAM
1764
Aureus Asset Management
Massachusetts
$752K -$46.9K -388 -6%
SLF
1765
Sun Life Financial
Ontario, Canada
$744K -$803K -6,643 -53%
APC
1766
Aspire Private Capital
North Carolina
$744K -$90.7K -750 -11%
DAM
1767
Diamant Asset Management
Connecticut
$744K – – –
HDIM
1768
Hanson & Doremus Investment Management
Vermont
$744K +$33.9K +280 +5%
SIA
1769
Strategic Investment Advisors
Michigan
$743K +$87.8K +726 +14%
CNB
1770
Camden National Bank
Maine
$740K -$78.1K -646 -10%
GAG
1771
GM Advisory Group
New York
$739K – – –
FCMC
1772
Founders Capital Management (Connecticut)
Connecticut
$738K – – –
APG
1773
Abacus Planning Group
South Carolina
$736K +$48.7K +403 +7%
JWM
1774
JGP Wealth Management
Oregon
$732K – – –
RCA
1775
Rowland Carmichael Advisors
Arizona
$730K +$30.7K +254 +5%
69 70
71
72 73