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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1451
Claro Advisors
Massachusetts
$510K +$86.8K +184 +22%
PTB
1452
Pioneer Trust Bank
Oregon
$508K +$3.77K +8 +0.8%
AAM
1453
AR Asset Management
California
$506K +$481K +1,020 New
BFA
1454
Beaumont Financial Advisors
Massachusetts
$506K +$16.5K +35 +4%
CSIC
1455
Clifford Swan Investment Counsel
California
$506K – – –
SCM
1456
Schnieders Capital Management
California
$505K +$42K +89 +10%
BHC
1457
Bull Harbor Capital
Maryland
$505K +$480K +1,018 New
CWG
1458
Cornerstone Wealth Group
North Carolina
$504K +$117K +249 +32%
AGWCA
1459
Annis Gardner Whiting Capital Advisors
Florida
$503K +$65.1K +138 +16%
XWL
1460
XXI Wealth LLC
Illinois
$503K +$190K +403 +66%
FMP
1461
Financial Management Professionals
Texas
$502K +$235K +498 +97%
DWG
1462
Darden Wealth Group
Michigan
$499K – – –
ACP
1463
Albar Capital Partners
United Kingdom
$498K -$35.3M -74,818 -99%
SIA
1464
Sovereign Investment Advisors
Arizona
$497K +$473K +1,003 New
IFWM
1465
Institute for Wealth Management
Colorado
$496K -$472 -1 -0.1%
MHC
1466
May Hill Capital
Massachusetts
$496K +$168K +356 +55%
HCM
1467
Harvey Capital Management
Florida
$496K – – –
OW
1468
Olistico Wealth
Oklahoma
$496K +$156K +330 +49%
GPI
1469
General Partner Inc
Pennsylvania
$495K – – –
BMCM
1470
Bryn Mawr Capital Management
Pennsylvania
$493K +$36.8K +78 +9%
OFS
1471
OneAscent Financial Services
Alabama
$492K +$469K +993 New
W
1472
Wealthquest
Ohio
$492K +$26.4K +56 +6%
MHR
1473
Matthew Hamilton Rosenberg
$492K – – –
CIS
1474
Custom Index Systems
New York
$491K – – –
SSW
1475
Smith Shellnut Wilson
Mississippi
$490K -$8.96K -19 -2%
57 58
59
60 61