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Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
1651
Blue Bell Private Wealth Management
Pennsylvania
$773K -$547 -2 -0.1%
CHAM
1652
Clear Harbor Asset Management
Connecticut
$773K – – –
BPAMU
1653
BTG Pactual Asset Management US
New York
$772K +$344K +1,260 +96%
SFG
1654
Sovereign Financial Group
Connecticut
$771K +$31.2K +114 +5%
BFF
1655
Byrne Financial Freedom
Massachusetts
$769K +$42.9K +157 +7%
TLA
1656
Tanglewood Legacy Advisors
Texas
$769K – – –
TI
1657
Truepoint Inc
Ohio
$769K -$2.46K -9 -0.4%
HPC
1658
Hobart Private Capital
North Carolina
$768K +$35K +128 +5%
NDSI
1659
Newman Dignan & Sheerar Inc
Rhode Island
$765K – – –
ABWM
1660
Alpine Bank Wealth Management
Colorado
$765K -$15.9K -58 -2%
GEA
1661
Glen Eagle Advisors
New Jersey
$763K +$171K +624 +33%
SFC
1662
Sprinkle Financial Consultants
Colorado
$762K -$82K -300 -11%
CB
1663
Community Bank
New York
$762K – – –
OWA
1664
Octavia Wealth Advisors
Ohio
$762K +$158K +578 +30%
BAM
1665
Blueshift Asset Management
New Jersey
$761K +$93.2K +341 +16%
IIM
1666
Ironwood Investment Management
Massachusetts
$760K – – –
RIG
1667
RiverFront Investment Group
Virginia
$760K +$139K +508 +25%
FFP
1668
FourThought Financial Partners
Florida
$754K -$135K -493 -16%
JC
1669
JB Capital
Connecticut
$752K -$547 -2 -0.1%
WC
1670
Westhampton Capital
North Carolina
$752K – – –
AW
1671
Alteri Wealth
California
$752K +$6.56K +24 +1%
LA
1672
Legacy Advisors
Pennsylvania
$750K +$681K +2,493 New
LWCA
1673
Locust Wood Capital Advisers
New York
$748K +$679K +2,485 New
BE
1674
Bonness Enterprises
District of Columbia
$747K – – –
NIM
1675
Northeast Investment Management
Massachusetts
$747K +$67.5K +247 +11%
65 66
67
68 69