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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
2226
Column Capital Advisors
Indiana
$339K +$52.4K +613 +17%
MWA
2227
Monograph Wealth Advisors
California
$338K -$512 -6 -0.1%
CCM
2228
Crabel Capital Management
California
$338K +$356K +4,173 New
WIM
2229
Wittenberg Investment Management
Massachusetts
$338K – – –
OHWA
2230
Oak Hill Wealth Advisors
Virginia
$337K +$56.7K +664 +19%
SWM
2231
Stockman Wealth Management
Montana
$337K +$8.03K +94 +2%
RWP
2232
Revolve Wealth Partners
New Jersey
$337K +$42.8K +501 +14%
ARMT
2233
Amica Retiree Medical Trust
Rhode Island
$337K – – –
BMO
2234
Beck Mack & Oliver
New York
$337K -$23.9K -280 -6%
GAM
2235
Gemmer Asset Management
California
$337K +$3.08K +36 +0.9%
W
2236
Wealthquest
Ohio
$336K -$12K -141 -3%
NWA
2237
New World Advisors
Massachusetts
$335K +$68.2K +798 +24%
MSRI
2238
Michael S. Ryan Inc
New York
$334K +$40.3K +472 +13%
MIM
2239
MTM Investment Management
South Carolina
$333K -$22K -258 -6%
BLC
2240
Brown, Lisle/Cummings
Rhode Island
$333K +$45.9K +537 +15%
ST
2241
Somerset Trust
Pennsylvania
$332K -$427 -5 -0.1%
FCIM
2242
Fairview Capital Investment Management
California
$332K -$4.27K -50 -1%
HCM
2243
Hall Capital Management
Rhode Island
$330K -$52.4K -613 -13%
CFFP
2244
Center for Financial Planning
Michigan
$330K +$6.15K +72 +2%
ICP
2245
Interchange Capital Partners
Pennsylvania
$330K -$6.32K -74 -2%
KWA
2246
KCS Wealth Advisory
California
$329K -$23.8K -279 -6%
GWM
2247
GSB Wealth Management
Connecticut
$328K -$1.14M -13,392 -77%
TCA
2248
Trifecta Capital Advisors
Illinois
$328K +$23.7K +277 +7%
CFA
2249
CWS Financial Advisors
Michigan
$328K -$25.2K -295 -7%
OFS
2250
OneAscent Financial Services
Alabama
$327K +$345K +4,040 New
88 89
90
91 92