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Name Holding Trade Value Shares
Change 		Change in
Stake
HHAA
1376
Henry H. Armstrong Associates
Pennsylvania
$990K -$59.2K -575 -6%
HCM
1377
Highlander Capital Management
New Jersey
$989K – – –
EM
1378
Excalibur Management
Massachusetts
$981K -$3.09K -30 -0.3%
PGWM
1379
Parisi Gray Wealth Management
New Jersey
$976K +$899K +8,730 New
MOS
1380
MGO One Seven
Ohio
$975K +$934K +9,070 New
PMG
1381
ProVise Management Group
Florida
$970K -$240K -2,328 -21%
STA
1382
Summit Trail Advisors
New York
$970K +$911K +8,840 New
LSAG
1383
Lake Street Advisors Group
New Hampshire
$970K +$930K +9,024 New
RPC
1384
Rossmore Private Capital
Connecticut
$968K +$928K +9,007 New
NJBEST
1385
New Jersey Better Educational Savings Trust
New Jersey
$968K -$1.13M -11,000 -55%
BWP
1386
Baldwin Wealth Partners
Massachusetts
$968K +$49.1K +477 +6%
CWM
1387
Confluence Wealth Management
Oregon
$967K -$130K -1,264 -12%
ECM
1388
Elgethun Capital Management
South Dakota
$961K +$75.8K +736 +9%
SWM
1389
Stockman Wealth Management
Montana
$959K -$2.16K -21 -0.2%
HTHT
1390
Hemenway Trust Hemenway Trust
New Hampshire
$954K -$73.3K -712 -7%
FBFS
1391
First Business Financial Services
Wisconsin
$952K +$129K +1,250 +16%
SFG
1392
SevenBridge Financial Group
Pennsylvania
$950K -$11.3K -110 -1%
AAM
1393
Aureus Asset Management
Massachusetts
$943K -$153K -1,490 -15%
BPM
1394
Bowling Portfolio Management
Ohio
$943K -$36.2K -351 -4%
OLA
1395
Oliver Luxxe Assets
New Jersey
$936K +$515 +5 +0.1%
CWM
1396
Circle Wealth Management
New Jersey
$935K +$80.4K +780 +10%
UC
1397
Unio Capital
New Jersey
$935K +$896K +8,694 New
MIP
1398
Marietta Investment Partners
Wisconsin
$931K -$37.1K -360 -4%
LWM
1399
Lyons Wealth Management
Florida
$931K +$892K +8,657 New
MRCM
1400
M&R Capital Management
New Jersey
$928K -$13.4K -130 -1%
54 55
56
57 58