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Name Holding Trade Value Shares
Change 		Change in
Stake
AHL
1601
Abel Hall LLC
Louisiana
$242K +$4.11K +9 +2%
B
1602
Bellecapital
Switzerland
$241K +$230K +505 New
FFA
1603
Fi3 Financial Advisors
Indiana
$240K +$230K +504 New
BCMLT
1604
Beacon Capital Management LLC (Tennessee)
Tennessee
$239K +$19.6K +43 +9%
TFF
1605
The Family Firm
Maryland
$239K – – –
BWA
1606
BlueSky Wealth Advisors
North Carolina
$239K -$18.3K -40 -7%
SP
1607
Stonebrook Private
Michigan
$239K +$5.47K +12 +2%
CL
1608
CIM LLC
New York
$238K – – –
EWM
1609
Evermay Wealth Management
Virginia
$238K +$97.6K +214 +75%
MF
1610
Montis Financial
Massachusetts
$238K +$228K +500 New
JE
1611
JMAC Enterprises
Pennsylvania
$238K – – –
SGK
1612
Steigerwald Gordon & Koch
Virginia
$237K – – –
FB
1613
Fulton Bank
Pennsylvania
$237K -$456 -1 -0.2%
AIA
1614
Angeles Investment Advisors
California
$237K – – –
TFP
1615
Tilia Fiduciary Partners
North Carolina
$237K +$13.7K +30 +6%
MHC
1616
Meyer Handelman Company
New York
$237K – – –
ACC
1617
Acorn Creek Capital
Colorado
$236K +$5.47K +12 +2%
GIM
1618
Gold Investment Management
Alberta, Canada
$236K – – –
CCIA
1619
Cherry Creek Investment Advisors
Colorado
$236K – – –
PCFFS
1620
Pacific Center for Financial Services
California
$236K – – –
OBWG
1621
Onyx Bridge Wealth Group
New York
$235K – – –
DA
1622
Dillon & Associates
Michigan
$234K +$224K +490 New
C
1623
CEDRUS
Colorado
$234K +$913 +2 +0.4%
SIA
1624
Soltis Investment Advisors
Utah
$232K +$222K +487 New
CWA
1625
Consilio Wealth Advisors
Washington
$232K +$222K +487 New
63 64
65
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