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Name Holding Trade Value Shares
Change 		Change in
Stake
PIG
1701
Pantheon Investment Group
California
$654K -$94.7K -1,832 -13%
PFGIA
1702
Patriot Financial Group Insurance Agency
Massachusetts
$654K +$113K +2,187 +22%
TAIM
1703
Te Ahumairangi Investment Management
New Zealand
$653K -$522K -10,100 -46%
TA
1704
Tiedemann Advisors
New York
$652K +$93.2K +1,803 +18%
ERWM
1705
Elk River Wealth Management
Colorado
$652K +$615K +11,888 New
NDSI
1706
Newman Dignan & Sheerar Inc
Rhode Island
$651K -$7.03K -136 -1%
JSC
1707
Jackson Square Capital
California
$651K +$19.6K +379 +3%
DA
1708
Detalus Advisors
Missouri
$649K -$12.9K -250 -2%
IPW
1709
Inlet Private Wealth
Florida
$649K – – –
BCAM
1710
Boston Common Asset Management
Massachusetts
$647K +$610K +11,793 New
MCM
1711
Maple Capital Management
Vermont
$645K -$16.1K -312 -3%
SWK
1712
Stephen W. Kidder
$644K -$261K -5,050 -30%
HL
1713
HeadInvest LLC
Maine
$643K +$71.8K +1,388 +13%
OFG
1714
Oxford Financial Group
Indiana
$640K +$11.9K +230 +2%
RWA
1715
River Wealth Advisors
Pennsylvania
$638K +$24.5K +474 +4%
GDP
1716
Great Diamond Partners
Maine
$636K -$200K -3,877 -25%
AL
1717
Aspiriant LLC
California
$635K -$597K -11,554 -50%
AP
1718
Atwood & Palmer
Missouri
$631K +$33.6K +650 +6%
MCCP
1719
Mission Creek Capital Partners
California
$630K +$99.2K +1,919 +20%
TAIM
1720
TD Ameritrade Investment Management
Nebraska
$629K -$109K -2,113 -16%
LSA
1721
L & S Advisors
California
$627K -$1.04M -20,068 -64%
KM
1722
Kalos Management
Georgia
$627K +$2.22K +43 +0.4%
CCM
1723
Carlson Capital Management
Minnesota
$626K -$50.3K -973 -7%
EA
1724
Elm Advisors
California
$621K -$10.3K -200 -2%
UWPG
1725
Ullmann Wealth Partners Group
Florida
$620K +$8.43K +163 +1%
67 68
69
70 71