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Name Holding Trade Value Shares
Change 		Change in
Stake
GC
2101
Gibson Capital
Pennsylvania
$313K – – –
BWA
2102
BDO Wealth Advisors
Florida
$313K +$25.4K +466 +9%
CBFP
2103
Cedar Brook Financial Partners
Ohio
$312K +$90.2K +1,657 +40%
SFA
2104
Souders Financial Advisors
Ohio
$311K -$414K -7,616 -57%
JLBC
2105
J.L. Bainbridge & Co
Florida
$311K -$30.5K -561 -9%
SCA
2106
Sippican Capital Advisors
Massachusetts
$310K – – –
CWAG
2107
Compton Wealth Advisory Group
Virginia
$308K +$218 +4 +0.1%
JFA
2108
Johanson Financial Advisors
California
$307K +$35.2K +647 +14%
CNAM
2109
Campbell Newman Asset Management
Wisconsin
$306K – – –
RWI
2110
Red Wave Investments
Pennsylvania
$306K +$3.1K +57 +1%
UMC
2111
United Maritime Capital
New York
$305K -$27.2K -500 -8%
BOS
2112
Bank of Stockton
California
$305K -$13.3K -245 -4%
SFFS
2113
Stonehage Fleming Financial Services
Jersey
$304K – – –
HHGA
2114
Halbert Hargrove Global Advisors
California
$304K +$2.01K +37 +0.7%
MWM
2115
MBE Wealth Management
Wisconsin
$303K -$34.6K -636 -10%
LIG
2116
Lokken Investment Group
Delaware
$303K -$11.4K -210 -4%
AL
2117
ADE LLC
Maryland
$303K +$16.3K +300 +6%
RDWM
2118
Red Door Wealth Management
Tennessee
$302K +$60.6K +1,114 +25%
OPOWM
2119
One Plus One Wealth Management
Florida
$302K +$89.8K +1,650 +42%
CCP
2120
Cardan Capital Partners
Colorado
$299K -$490 -9 -0.2%
AIM
2121
Axiom Investment Management
New York
$298K -$27.2K -500 -8%
BIP
2122
Blueprint Investment Partners
North Carolina
$297K -$13.8K -254 -4%
5L
2123
55I LLC
Massachusetts
$297K +$298K +5,481 New
HI
2124
Humankind Investments
New York
$297K +$299K +5,487 New
PHAM
2125
Palisades Hudson Asset Management
Florida
$295K – – –
83 84
85
86 87