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Name Holding Trade Value Shares
Change 		Change in
Stake
ERIM
1351
Eagle Ridge Investment Management
Connecticut
$751K -$12.1M -428,128 -95%
CFO
1352
CVA Family Office
Colorado
$749K -$8.58K -303 -1%
JWM
1353
JGP Wealth Management
Oregon
$746K -$1.2M -42,252 -65%
PIMG
1354
Patriot Investment Management Group
Tennessee
$746K -$84.7K -2,988 -12%
WE
1355
Wealth Effects
Massachusetts
$745K -$35.2K -1,242 -5%
IAMOG
1356
Investors Asset Management of Georgia
Georgia
$745K -$11.2K -395 -2%
BWP
1357
BSW Wealth Partners
Colorado
$743K +$149K +5,251 +30%
PSB
1358
Piscataqua Savings Bank
New Hampshire
$742K +$62.6K +2,208 +11%
BFA
1359
Beacon Financial Advisory
Ohio
$740K +$105K +3,699 +20%
FFWA
1360
FRG Family Wealth Advisors
Washington
$740K -$142K -5,028 -18%
CRI
1361
Colonial River Investments
Virginia
$737K -$117K -4,132 -15%
GCP
1362
GSA Capital Partners
United Kingdom
$736K +$639K +22,538 New
TB
1363
Terril Brothers
Missouri
$735K – – –
MP
1364
McDonald Partners
Ohio
$732K +$174K +6,156 +38%
CFO
1365
Colony Family Offices
North Carolina
$732K +$85 +3 +0%
WFM
1366
Wolff Financial Management
Michigan
$731K +$1.13K +40 +0.2%
TCPWM
1367
Traverso Chambers Private Wealth Management
California
$729K +$17.3K +611 +3%
ESB
1368
Essex Savings Bank
Connecticut
$728K -$99.6K -3,515 -14%
EWA
1369
Exencial Wealth Advisors
Oklahoma
$727K -$1.22M -42,987 -66%
APWM
1370
Argonautica Private Wealth Management
Massachusetts
$726K – – –
OIM
1371
Orca Investment Management
Oregon
$725K +$142 +5 +0%
OHWP
1372
Oak Harbor Wealth Partners
North Carolina
$724K +$21.1K +746 +3%
AWM
1373
Adams Wealth Management
Utah
$721K +$156K +5,524 +33%
S
1374
SimplyRich
California
$717K – – –
CFP
1375
Catalyst Financial Partners
Massachusetts
$710K +$36.8K +1,298 +6%
53 54
55
56 57