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Name Holding Trade Value Shares
Change 		Change in
Stake
HI
2701
Humankind Investments
New York
$369K +$26.9K +91 +7%
TFCP
2702
Twin Focus Capital Partners
Massachusetts
$368K -$3.84K -13 -1%
ECAM
2703
East Coast Asset Management
Massachusetts
$368K – – –
LFA
2704
Landmark Financial Advisors
Kentucky
$368K – – –
MWM
2705
Merriman Wealth Management
Washington
$367K +$18.9K +64 +5%
FWSM
2706
First Wilshire Securities Management
California
$366K – – –
CASB
2707
Cape Ann Savings Bank
Massachusetts
$365K -$2.07K -7 -0.5%
IF
2708
Insight Folios
North Carolina
$363K -$122K -414 -24%
CWM
2709
Cranbrook Wealth Management
Michigan
$362K +$295 +1 +0.1%
CP
2710
Castleview Partners
Texas
$361K +$373K +1,262 +2,743%
PP
2711
PFS Partners
New Jersey
$360K +$590 +2 +0.2%
WW
2712
Westshore Wealth
California
$359K +$10.3K +35 +3%
WCFA
2713
Walkner Condon Financial Advisors
Wisconsin
$358K -$1.48K -5 -0.4%
SICM
2714
Sustainable Insight Capital Management
New York
$357K -$92.1K -312 -19%
ESCM
2715
Echo Street Capital Management
New York
$356K -$1.11M -3,772 -75%
IWA
2716
IVC Wealth Advisors
Pennsylvania
$356K +$16.5K +56 +5%
GL
2717
GHE LLC
Tennessee
$356K +$381K +1,290 New
PWM
2718
Prentice Wealth Management
New York
$355K +$384K +1,302 New
BEW
2719
Burton Enright Welch
California
$355K +$23K +78 +6%
TCM
2720
Tufton Capital Management
Maryland
$354K +$59.9K +203 +19%
SFP
2721
Sterling Financial Planning
New Jersey
$353K +$886 +3 +0.2%
TCM
2722
Triumph Capital Management
Colorado
$353K +$6.49K +22 +2%
HC
2723
Hamilton Capital
Ohio
$353K +$67K +227 +22%
V
2724
VeraBank
Texas
$352K -$16.8K -57 -4%
FCC
2725
Flower City Capital
New York
$351K – – –
107 108
109
110 111