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Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
1876
River Wealth Advisors
Pennsylvania
$652K -$32.6K -539 -5%
CWM
1877
Circle Wealth Management
New Jersey
$651K +$81.7K +1,350 +15%
CIA
1878
Cladis Investment Advisory
Montana
$651K +$6.05K +100 +1%
AIC
1879
Archer Investment Corporation
Indiana
$650K +$60.5K +1,000 +10%
V
1880
ViaWealth
Kansas
$650K +$19.7K +325 +3%
HA
1881
HC Advisors
Georgia
$649K +$96.5K +1,593 +18%
AO
1882
Advisor OS
Illinois
$646K +$79.6K +1,314 +14%
KOC
1883
Koss-Olinger Consulting
Florida
$645K +$34.3K +566 +6%
HFM
1884
Hartford Financial Management
Connecticut
$645K +$1.76K +29 +0.3%
NP
1885
Ninepoint Partners
Ontario, Canada
$645K +$190K +3,133 +43%
LNWTC
1886
Laird Norton Wetherby Trust Company
Washington
$643K -$3.81K -63 -0.6%
CRI
1887
Colonial River Investments
Virginia
$642K +$15.1K +250 +2%
AWM
1888
Angeles Wealth Management
California
$642K +$8.9K +147 +1%
NL
1889
NVWM LLC
Pennsylvania
$642K -$15.7K -260 -2%
AIM
1890
Aspen Investment Management
Michigan
$640K -$432K -7,128 -41%
VCM
1891
Vigilant Capital Management
Maine
$639K -$12.5K -207 -2%
FTWA
1892
Fifth Third Wealth Advisors
Ohio
$638K +$623K +10,291 New
NPF
1893
Norris Perne & French
Michigan
$637K -$6.9K -114 -1%
APA
1894
Astoria Portfolio Advisors
New York
$635K -$370K -6,116 -37%
LAM
1895
L2 Asset Management
Massachusetts
$635K +$26.6K +439 +4%
MIC
1896
Meridian Investment Counsel
California
$635K – – –
GSB
1897
Greenfield Savings Bank
Massachusetts
$635K -$303 -5 -0%
WA1
1898
Wimmer Associates 1
California
$634K -$16.2K -268 -3%
SC
1899
Sierra Capital
Florida
$633K -$358K -5,911 -37%
RMCM
1900
Reynders McVeigh Capital Management
Massachusetts
$633K -$29.7K -490 -5%
74 75
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