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Name Holding Trade Value Shares
Change 		Change in
Stake
CT
726
ClearAlpha Technologies
Connecticut
$290K -$754K -4,203 -71%
NP
727
Nilsine Partners
Colorado
$290K +$35.5K +198 +13%
NAS
728
Nicolet Advisory Services
Wisconsin
$286K -$3.59K -20 -1%
MHIC
729
Marble Harbor Investment Counsel
Massachusetts
$285K – – –
PIM
730
Penobscot Investment Management
Massachusetts
$283K – – –
TCBWMS
731
Texas Capital Bank Wealth Management Services
Texas
$282K -$10.1K -56 -3%
NPF
732
Norris Perne & French
Michigan
$280K +$179 +1 +0.1%
VVP
733
Venture Visionary Partners
Ohio
$279K +$35.9K +200 +14%
OWP
734
Obermeyer Wealth Partners
Colorado
$278K – – –
VFA
735
Valeo Financial Advisors
Indiana
$278K +$21K +117 +8%
CPIG
736
Chicago Partners Investment Group
Illinois
$276K +$275K +1,534 New
FM
737
Foster & Motley
Ohio
$274K -$53.1K -296 -15%
CBTWT
738
Community Bank & Trust (Waco, Texas)
Texas
$274K -$15.3K -85 -5%
BTWM
739
Baker Tilly Wealth Management
Wisconsin
$273K +$294K +1,639 New
BAM
740
Blueshift Asset Management
New Jersey
$273K +$294K +1,638 New
GIA
741
Gateway Investment Advisers
Ohio
$273K +$21K +117 +8%
SAM
742
Smartleaf Asset Management
Massachusetts
$272K +$128K +714 +78%
MT
743
Midwest Trust
Kansas
$272K +$1.08K +6 +0.4%
NP
744
NorthRock Partners
Minnesota
$272K -$86K -479 -23%
FFO
745
Fiduciary Family Office
Florida
$272K -$76.1K -424 -21%
CIC
746
Chilton Investment Company
Connecticut
$271K +$292K +1,626 New
OFG
747
Oxford Financial Group
Indiana
$269K +$23.5K +131 +9%
DAS
748
Dynamic Advisor Solutions
Arizona
$267K -$2.51K -14 -0.9%
LWM
749
Lakeridge Wealth Management
Ohio
$266K -$359 -2 -0.1%
WT
750
Whittier Trust
California
$265K -$48.8K -272 -15%
28 29
30
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