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Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1051
JGP Wealth Management
Oregon
$540K -$56.4K -190 -10%
CCM
1052
Crew Capital Management
Ohio
$537K – – –
MHIC
1053
Marble Harbor Investment Counsel
Massachusetts
$537K – – –
WTC
1054
WhitTier Trust Company
Nevada
$537K – – –
EWM
1055
Evermay Wealth Management
Virginia
$536K – – –
PFBT
1056
Parkside Financial Bank & Trust
Missouri
$532K -$7.42K -25 -1%
AAP
1057
Arax Advisory Partners
Colorado
$532K +$530K +1,785 New
AWM
1058
Aberdeen Wealth Management
Illinois
$530K – – –
AL
1059
Aspiriant LLC
California
$528K +$72.4K +244 +16%
GCM
1060
Gables Capital Management
Florida
$527K -$456K -1,535 -47%
PPW
1061
Pasadena Private Wealth
California
$526K -$25.2K -85 -5%
DA
1062
Detalus Advisors
Missouri
$526K – – –
PA
1063
Parallel Advisors
California
$525K -$4.15K -14 -0.8%
DMBA
1064
Deseret Mutual Benefit Administrators
Utah
$523K +$520K +1,753 New
GA
1065
Gateway Advisory
New Jersey
$522K +$262K +883 +102%
WPW
1066
Waldron Private Wealth
Pennsylvania
$520K +$174K +588 +51%
GAM
1067
Garrison Asset Management
Arkansas
$518K – – –
AF
1068
Aldebaran Financial
$518K +$101K +340 +24%
GF
1069
Gabelli Funds
New York
$515K -$22.3K -75 -4%
MWM
1070
Mission Wealth Management
California
$515K +$36.2K +122 +8%
RIA
1071
Regal Investment Advisors
Michigan
$515K +$512K +1,725 New
IA
1072
IFG Advisory
Georgia
$514K -$696K -2,344 -58%
CCIA
1073
Campbell & Co Investment Adviser
Maryland
$514K +$512K +1,724 New
CG
1074
Corundum Group
Colorado
$513K +$13.9K +47 +3%
SG
1075
StoneX Group
New York
$513K +$125K +421 +33%
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