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Name Holding Trade Value Shares
Change 		Change in
Stake
MMM
1351
Mendel Money Management
Illinois
$271K – – –
CFP
1352
Catalyst Financial Partners
Massachusetts
$271K +$8.38K +30 +3%
EB
1353
Eastern Bank
Massachusetts
$271K -$39.1K -140 -13%
TNB
1354
Thomasville National Bank
Georgia
$271K -$42.7K -153 -14%
AG
1355
AlTi Global
New York
$270K – – –
GPA
1356
Garrison Point Advisors
California
$270K – – –
TFA
1357
Transamerica Financial Advisors
Florida
$270K -$838 -3 -0.3%
AT
1358
Arlington Trust
Alabama
$268K +$84.9K +304 +47%
WW
1359
Westshore Wealth
California
$267K – – –
GSB
1360
Greenfield Savings Bank
Massachusetts
$267K – – –
PPH
1361
Pure Portfolios Holdings
Oregon
$266K +$5.3K +19 +2%
TA
1362
TFB Advisors
Kansas
$266K +$7.26K +26 +3%
RYIA
1363
Roehl & Yi Investment Advisors
Oregon
$266K +$264K +945 New
CFS
1364
Commonwealth Financial Services
West Virginia
$266K +$6.98K +25 +3%
FWCM
1365
Ferguson Wellman Capital Management
Oregon
$264K -$190K -680 -42%
GWA
1366
Gutierrez Wealth Advisory
Arkansas
$263K +$261K +935 New
BAM
1367
Broyhill Asset Management
North Carolina
$263K +$261K +935 New
GC
1368
Grimes & Company
Massachusetts
$261K -$10.3K -37 -4%
EWM
1369
Executive Wealth Management
Michigan
$260K +$558 +2 +0.2%
GCA
1370
Gradient Capital Advisors
California
$260K – – –
CSA
1371
Cornerstone Select Advisors
Missouri
$260K +$258K +924 New
SIA
1372
Soltis Investment Advisors
Utah
$260K +$9.21K +33 +4%
TF
1373
Tompkins Financial
New York
$259K – – –
BFM
1374
Boston Financial Management
Massachusetts
$258K +$27.9K +100 +12%
KCM
1375
Kathmere Capital Management
Pennsylvania
$257K +$50.8K +182 +25%
53 54
55
56 57