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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2551
Tradition Wealth Management
Minnesota
$565K -$3.07K -19 -0.5%
DIP
2552
DT Investment Partners
Pennsylvania
$564K -$314K -1,943 -35%
SFM
2553
Signet Financial Management
New Jersey
$563K -$131K -809 -18%
CNB
2554
Camden National Bank
Maine
$563K +$13.2K +82 +2%
FPCP
2555
Fort Point Capital Partners
California
$563K +$39.1K +242 +7%
CAM
2556
Cozad Asset Management
Illinois
$562K +$27.6K +171 +5%
FAM
2557
Flaharty Asset Management
Florida
$561K +$5.65K +35 +1%
APW
2558
Austin Private Wealth
Texas
$561K +$21K +130 +4%
PCS
2559
Personal CFO Solutions
New Jersey
$561K +$108K +669 +23%
BWAM
2560
Boyd Watterson Asset Management
Ohio
$560K -$10.5K -65 -2%
GC
2561
Garde Capital
Washington
$559K -$42.2K -261 -7%
RTS
2562
Round Table Services
New Jersey
$558K -$485 -3 -0.1%
BMCM
2563
Bryn Mawr Capital Management
Pennsylvania
$556K +$1.13K +7 +0.2%
CC
2564
Copperleaf Capital
North Carolina
$555K +$52.6K +326 +10%
FCCM
2565
First City Capital Management
Georgia
$553K +$70.4K +436 +13%
SWIM
2566
Smallwood Wealth Investment Management
New Jersey
$553K +$577K +3,571 New
PSC
2567
Prentiss Smith & Co
Vermont
$552K – – –
RWM
2568
RBA Wealth Management
California
$552K +$576K +3,566 New
TIA
2569
Traphagen Investment Advisors
New Jersey
$550K +$125K +776 +28%
RZH
2570
Relyea Zuckerberg Hanson
Connecticut
$547K -$46.7K -289 -7%
MHR
2571
Matthew Hamilton Rosenberg
$547K +$1.78K +11 +0.3%
APC
2572
Aspire Private Capital
North Carolina
$547K +$46K +285 +9%
RP
2573
Riverbridge Partners
Minnesota
$546K – – –
TCM
2574
Towercrest Capital Management
Pennsylvania
$545K – – –
WA
2575
Waddell & Associates
Tennessee
$545K +$2.91K +18 +0.5%
101 102
103
104 105