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Name Holding Trade Value Shares
Change 		Change in
Stake
CD
1726
Chapin Davis
Maryland
$870K +$263K +4,377 +44%
CWS
1727
Confluence Wealth Services
Pennsylvania
$870K -$237K -3,945 -22%
SFA
1728
Souders Financial Advisors
Ohio
$868K -$10.4K -173 -1%
TIA
1729
Traphagen Investment Advisors
New Jersey
$867K – – –
HPIA
1730
Hamilton Point Investment Advisors
North Carolina
$866K – – –
SPI
1731
Sutton Place Investors
New York
$862K +$367K +6,103 +76%
CRIG
1732
Charter Research & Investment Group
Connecticut
$862K – – –
AWM
1733
Aries Wealth Management
Maine
$861K -$90.1K -1,500 -10%
HL
1734
HeadInvest LLC
Maine
$860K +$8.41K +140 +1%
MPAM
1735
Murphy Pohlad Asset Management
Minnesota
$860K -$27.5K -458 -3%
TWA
1736
Talisman Wealth Advisors
New Jersey
$859K -$541 -9 -0.1%
LSPW
1737
Lake Street Private Wealth
Illinois
$857K -$153K -2,539 -15%
MAM
1738
Morse Asset Management
Connecticut
$857K – – –
AAP
1739
Aristotle Atlantic Partners
Florida
$857K – – –
CAM
1740
Carret Asset Management
New York
$856K -$1.8K -30 -0.2%
CT
1741
Clearstead Trust
Maine
$856K -$30.3K -505 -3%
RWM
1742
Revisor Wealth Management
Ohio
$856K +$553K +9,206 +183%
CFS
1743
CRA Financial Services
New Jersey
$853K +$62.5K +1,041 +8%
BEC
1744
Blue Edge Capital
Virginia
$853K – – –
YIA
1745
YHB Investment Advisors
Connecticut
$852K -$110K -1,825 -12%
GWANC
1746
Guardian Wealth Advisors (North Carolina)
North Carolina
$852K +$11K +183 +1%
GLA
1747
Great Lakes Advisors
Illinois
$849K -$137K -2,280 -14%
AFG
1748
Allegheny Financial Group
Pennsylvania
$849K -$60.9K -1,013 -7%
AOWM
1749
Alpha Omega Wealth Management
Virginia
$849K -$3.36K -56 -0.4%
BWP
1750
Barlow Wealth Partners
Kentucky
$847K – – –
68 69
70
71 72