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Name Holding Trade Value Shares
Change 		Change in
Stake
HTHT
2076
Hemenway Trust Hemenway Trust
New Hampshire
$777K -$65.7K -650 -10%
BW
2077
BIP Wealth
Georgia
$777K +$563K +5,566 New
WPP
2078
Whalerock Point Partners
Rhode Island
$775K – – –
RIG
2079
Renaissance Investment Group
Massachusetts
$775K – – –
DLA
2080
Douglas Lane & Associates
New York
$774K -$9.61K -95 -2%
DCM
2081
Dudley Capital Management
Virginia
$770K – – –
ACM
2082
Adalta Capital Management
New York
$768K +$152K +1,500 +38%
OFO
2083
OneAscent Family Office
Alabama
$768K +$556K +5,499 New
1IA
2084
1834 Investment Advisors
Wisconsin
$767K -$18.3K -181 -3%
DW30
2085
Drucker Wealth 3.0
New Jersey
$767K +$47.8K +473 +9%
FFP
2086
FourThought Financial Partners
Florida
$766K -$4.15K -41 -0.7%
SWP
2087
Summit Wealth Partners
Florida
$766K – – –
PWW
2088
Pettyjohn Wood & White
Virginia
$765K – – –
CFG
2089
CKW Financial Group
Hawaii
$764K +$1.52K +15 +0.2%
AA
2090
Auxano Advisors
Washington
$762K -$97.8K -967 -15%
BHPW
2091
Beverly Hills Private Wealth
California
$759K +$5.26K +52 +1%
DAM
2092
Diamant Asset Management
Connecticut
$757K -$24.6M -243,469 -98%
BCG
2093
BayBridge Capital Group
California
$757K -$64.9K -642 -11%
BBPWM
2094
Blue Bell Private Wealth Management
Pennsylvania
$757K -$50.6K -500 -8%
AAM
2095
Augustine Asset Management
Florida
$755K -$53.2K -526 -9%
TC
2096
Truvestments Capital
Florida
$755K +$3.74K +37 +0.7%
LCM
2097
Leisure Capital Management
California
$754K – – –
AGWCA
2098
Annis Gardner Whiting Capital Advisors
Florida
$754K +$220K +2,171 +67%
AWA
2099
Asempa Wealth Advisors
Louisiana
$753K – – –
LWA
2100
Legacy Wealth Advisors
Florida
$752K +$545K +5,388 New
82 83
84
85 86