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Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
1576
Blue Bell Private Wealth Management
Pennsylvania
$513K -$984 -5 -0.2%
CSPIA
1577
Cary Street Partners Investment Advisory
Virginia
$512K +$50.4K +256 +11%
TLA
1578
Tanglewood Legacy Advisors
Texas
$512K – – –
NCTC
1579
New Covenant Trust Company
Indiana
$510K -$12.6K -64 -2%
SA
1580
Strategic Advisors
New York
$510K -$12.4K -63 -2%
BP
1581
BNP Paribas
France
$510K -$26.4K -134 -5%
RZH
1582
Relyea Zuckerberg Hanson
Connecticut
$509K +$22.8K +116 +5%
RDWM
1583
Red Door Wealth Management
Tennessee
$508K +$215K +1,094 +76%
LA
1584
Lifeworks Advisors
Michigan
$507K +$134K +681 +37%
CB
1585
Community Bank
New York
$507K – – –
CC
1586
Centiva Capital
New York
$507K +$498K +2,532 New
RFA
1587
Register Financial Advisors
Georgia
$504K – – –
KFS
1588
Kaizen Financial Strategies
California
$504K +$1.97K +10 +0.4%
FA
1589
Fiduciary Alliance
South Carolina
$503K -$199K -1,013 -29%
MCM
1590
Marathon Capital Management
Maryland
$502K +$19.7K +100 +4%
SI
1591
Severin Investments
Missouri
$501K -$5.71K -29 -1%
TWPM
1592
Total Wealth Planning & Management
Florida
$501K -$84.8K -431 -15%
CNBT
1593
Cornerstone National Bank & Trust
Illinois
$500K – – –
MP
1594
McDonald Partners
Ohio
$500K – – –
WC
1595
Westhampton Capital
North Carolina
$500K – – –
OWP
1596
Obermeyer Wealth Partners
Colorado
$500K +$149K +755 +43%
CFAM
1597
Center For Asset Management
Florida
$499K -$12.6K -64 -3%
PSB
1598
Piscataqua Savings Bank
New Hampshire
$499K – – –
RIP
1599
Reliant Investment Partners
North Carolina
$499K -$1.57K -8 -0.3%
TI
1600
Truepoint Inc
Ohio
$499K -$59.4K -302 -11%
62 63
64
65 66