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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2351
Ameliora Wealth Management
Switzerland
$305K – – –
CFO
2352
Colony Family Offices
North Carolina
$304K +$323K +5,379 New
RW
2353
Rede Wealth
Virginia
$303K -$36.6K -610 -10%
SA
2354
SL Advisors
New Jersey
$303K -$7.5K -125 -2%
SCA
2355
Sippican Capital Advisors
Massachusetts
$302K +$3.12K +52 +1%
FFG
2356
Frisch Financial Group
New York
$302K -$16.1K -269 -5%
AL
2357
ADE LLC
Maryland
$302K – – –
SWM
2358
Selective Wealth Management
Virginia
$301K -$10.4K -174 -3%
ACM
2359
Alethea Capital Management
Washington
$299K – – –
LT
2360
Legacy Trust
Michigan
$298K -$19.4K -323 -6%
PTCG
2361
Pring Turner Capital Group
California
$298K -$20.1K -335 -6%
TWA
2362
TCI Wealth Advisors
Arizona
$298K -$7.44K -124 -2%
BFS
2363
Beacon Financial Strategies
North Carolina
$297K -$66K -1,100 -17%
MIM
2364
Miller Investment Management
Pennsylvania
$297K – – –
AAM
2365
Augustine Asset Management
Florida
$297K -$4.68K -78 -1%
ATFA
2366
All Terrain Financial Advisors
Minnesota
$297K – – –
BCM
2367
Becker Capital Management
Oregon
$296K -$63.5K -1,058 -17%
ITIM
2368
Indiana Trust & Investment Management
Indiana
$296K +$18.8K +313 +6%
ANB
2369
Amarillo National Bank
Texas
$296K -$900 -15 -0.3%
LWM
2370
Lyell Wealth Management
California
$295K -$52.8K -880 -14%
THL
2371
Tillman Hartley LLC
Colorado
$295K – – –
NRC
2372
New Republic Capital
North Carolina
$295K -$40.6K -677 -11%
DOA
2373
D'Orazio & Associates
Virginia
$294K -$125K -2,090 -28%
SCM
2374
Silvant Capital Management
Georgia
$294K – – –
BCB
2375
Brian C. Broderick
$294K -$1.8K -30 -0.6%
93 94
95
96 97