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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1651
Empirical Wealth Management
Washington
$532K +$27.5K +269 +6%
AMCA
1652
Arthur M. Cohen & Associates
Illinois
$530K -$17.4K -170 -3%
TCM
1653
Tradewinds Capital Management
Washington
$526K -$14K -137 -3%
ACM
1654
Advent Capital Management
New York
$524K +$511K +5,000 New
SG
1655
StoneX Group
New York
$523K -$30.9K -302 -6%
WA
1656
Winfield Associates
Ohio
$522K -$89K -870 -15%
GI
1657
Gradient Investments
Minnesota
$520K -$4.5K -44 -0.9%
BFC
1658
Blue Fin Capital
Rhode Island
$518K +$58.2K +569 +13%
CC
1659
Cadinha & Co
Hawaii
$517K +$67.5K +660 +15%
VC
1660
Vicus Capital
Pennsylvania
$516K +$25.5K +249 +5%
SCM
1661
Sterneck Capital Management
Missouri
$515K -$102K -1,000 -17%
OWA
1662
One Wealth Advisors
California
$513K +$218K +2,136 +77%
NED
1663
Nancy E. Dempze
$512K -$51.1K -500 -9%
F
1664
Filament
Washington
$512K +$19K +186 +4%
BAM
1665
Belpointe Asset Management
Nevada
$512K +$60.5K +592 +14%
RIS
1666
Retirement Income Solutions
Michigan
$511K +$63.8K +624 +15%
CCM
1667
Canal Capital Management
Virginia
$509K +$73K +714 +17%
TPW
1668
Tiller Private Wealth
Pennsylvania
$508K -$25.3K -247 -5%
DDC
1669
DF Dent & Co
Maryland
$507K -$716K -7,000 -59%
CYG
1670
Clean Yield Group
Vermont
$507K -$37.5K -367 -7%
HCM
1671
Horan Capital Management
Maryland
$506K +$11.2K +110 +2%
BFM
1672
Boothbay Fund Management
New York
$505K +$493K +4,818 New
OC
1673
Oarsman Capital
Wisconsin
$504K -$8.18K -80 -2%
MFBTD
1674
MB Financial Bank - Trust Department
Illinois
$504K – – –
MIS
1675
Morningstar Investment Services
Illinois
$503K -$11.5K -112 -2%
65 66
67
68 69