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Name Holding Trade Value Shares
Change 		Change in
Stake
HI
1801
Humankind Investments
New York
$963K -$80K -766 -9%
BBNA
1802
Bremer Bank National Association
Minnesota
$960K -$212K -2,031 -21%
HFM
1803
Hartford Funds Management
Pennsylvania
$959K +$819K +7,837 New
CWS
1804
Cypress Wealth Services
California
$958K +$35.4K +339 +5%
AO
1805
Advisor OS
Illinois
$955K +$128K +1,227 +19%
BIM
1806
Baldwin Investment Management
Pennsylvania
$953K +$119K +1,135 +17%
RWP
1807
Ridgecrest Wealth Partners
California
$953K -$13.3K -127 -2%
CWM
1808
Centurion Wealth Management
Virginia
$953K +$13.9K +133 +2%
CW
1809
CIC Wealth
Maryland
$953K -$38.9K -372 -5%
FCAS
1810
First Command Advisory Services
Texas
$952K +$6.79K +65 +0.8%
MSA
1811
Marino Stram & Associates
Massachusetts
$952K -$4.49K -43 -0.5%
9WM
1812
9258 Wealth Management
Ohio
$951K +$155K +1,488 +24%
QC
1813
Quent Capital
New York
$950K +$34.2K +327 +4%
T
1814
TOBAM
France
$949K -$33.3K -319 -4%
PVM
1815
Palogic Value Management
Texas
$949K +$13.1K +125 +2%
VAS
1816
Valicenti Advisory Services
New York
$947K +$3.13K +30 +0.4%
SRSA
1817
S.R. Schill & Associates
Washington
$945K +$546K +5,224 +209%
EWA
1818
Etesian Wealth Advisors
Oregon
$944K -$11.5K -110 -1%
LSPW
1819
Lake Street Private Wealth
Illinois
$943K +$1.88K +18 +0.2%
GCM
1820
Gables Capital Management
Florida
$940K -$9.4K -90 -1%
CBT
1821
CoreFirst Bank & Trust
Kansas
$940K -$6.48K -62 -0.8%
EM
1822
Excalibur Management
Massachusetts
$939K +$2.61K +25 +0.3%
EA
1823
Eclectic Associates
California
$934K +$310K +2,965 +63%
CWM
1824
Collaborative Wealth Management
Florida
$934K +$519K +4,964 +186%
WFAG
1825
Wescott Financial Advisory Group
Pennsylvania
$932K +$460K +4,403 +137%
71 72
73
74 75