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Name Holding Trade Value Shares
Change 		Change in
Stake
TFCP
2701
Twin Focus Capital Partners
Massachusetts
$368K -$3.84K -13 -1%
ECAM
2702
East Coast Asset Management
Massachusetts
$368K – – –
LFA
2703
Landmark Financial Advisors
Kentucky
$368K – – –
MWM
2704
Merriman Wealth Management
Washington
$367K +$18.9K +64 +5%
FWSM
2705
First Wilshire Securities Management
California
$366K – – –
CASB
2706
Cape Ann Savings Bank
Massachusetts
$365K -$2.07K -7 -0.5%
IF
2707
Insight Folios
North Carolina
$363K -$122K -414 -24%
CWM
2708
Cranbrook Wealth Management
Michigan
$362K +$295 +1 +0.1%
CP
2709
Castleview Partners
Texas
$361K +$373K +1,262 +2,743%
PP
2710
PFS Partners
New Jersey
$360K +$590 +2 +0.2%
WW
2711
Westshore Wealth
California
$359K +$10.3K +35 +3%
WCFA
2712
Walkner Condon Financial Advisors
Wisconsin
$358K -$1.48K -5 -0.4%
SICM
2713
Sustainable Insight Capital Management
New York
$357K -$92.1K -312 -19%
ESCM
2714
Echo Street Capital Management
New York
$356K -$1.11M -3,772 -75%
IWA
2715
IVC Wealth Advisors
Pennsylvania
$356K +$16.5K +56 +5%
GL
2716
GHE LLC
Tennessee
$356K +$381K +1,290 New
PWM
2717
Prentice Wealth Management
New York
$355K +$384K +1,302 New
BEW
2718
Burton Enright Welch
California
$355K +$23K +78 +6%
TCM
2719
Tufton Capital Management
Maryland
$354K +$59.9K +203 +19%
SFP
2720
Sterling Financial Planning
New Jersey
$353K +$886 +3 +0.2%
TCM
2721
Triumph Capital Management
Colorado
$353K +$6.49K +22 +2%
HC
2722
Hamilton Capital
Ohio
$353K +$67K +227 +22%
V
2723
VeraBank
Texas
$352K -$16.8K -57 -4%
FCC
2724
Flower City Capital
New York
$351K – – –
VBFG
2725
Vishria Bird Financial Group
Tennessee
$351K +$11.8K +40 +3%
107 108
109
110 111