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Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
726
Ipswich Investment Management
Massachusetts
$226K +$211K +1,242 New
SAF
727
Smith Anglin Financial
Texas
$225K +$210K +1,236 New
APG
728
Abacus Planning Group
South Carolina
$224K +$209K +1,231 New
FBT
729
First Bank & Trust
South Dakota
$222K -$17.8K -105 -8%
BCA
730
Bay Colony Advisors
Massachusetts
$222K +$207K +1,220 New
GWM
731
GSB Wealth Management
Connecticut
$222K +$208K +1,225 New
GVAG
732
Great Valley Advisor Group
Delaware
$222K +$231K +1,359 New
TMAM
733
Tokio Marine Asset Management
Japan
$221K +$206K +1,215 New
IWA
734
IBEX Wealth Advisors
New Jersey
$218K – – –
OCPWS
735
One Charles Private Wealth Services
Massachusetts
$218K +$204K +1,200 New
PHK
736
Point72 Hong Kong
Hong Kong
$217K -$2.34M -13,801 -92%
TF
737
TRH Financial
Iowa
$217K +$203K +1,194 New
GL
738
Graypoint LLC
New York
$216K +$202K +1,190 New
RGC
739
Roberts, Glore & Co
Illinois
$216K +$202K +1,190 New
CAG
740
Crestwood Advisors Group
Massachusetts
$216K +$202K +1,191 New
CA
741
Clearstead Advisors
Ohio
$215K +$116K +684 +137%
BAM
742
Brave Asset Management
New Jersey
$213K +$199K +1,172 New
CCA
743
Checchi Capital Advisers
California
$213K +$199K +1,175 New
GWAM
744
Guardian Wealth Advisors (Minnesota)
Minnesota
$213K +$199K +1,175 New
TPWA
745
TRUE Private Wealth Advisors
Oregon
$212K +$199K +1,170 New
SHA
746
Seneca House Advisors
Virginia
$211K +$197K +1,163 New
MPWT
747
MassMutual Private Wealth & Trust
Connecticut
$208K -$58.5K -345 -23%
BAM
748
Barrett Asset Management
New York
$208K +$53.3K +314 +38%
CWA
749
Clarus Wealth Advisors
Arizona
$207K +$194K +1,141 New
HIS
750
Harvest Investment Services
Illinois
$206K +$192K +1,134 New
28 29
30
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