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Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
2701
GDS Wealth Management
Texas
$246K -$22.5K -56 -9%
EBSAM
2702
Eubel Brady & Suttman Asset Management
Ohio
$246K – – –
HDIM
2703
Hanson & Doremus Investment Management
Vermont
$246K +$36.2K +90 +19%
CWM
2704
Cherrydale Wealth Management
New Jersey
$245K +$2.01K +5 +0.9%
LB
2705
Legacy Bridge
Iowa
$245K – – –
CC
2706
Cannell & Co
New York
$245K – – –
GHAM
2707
Gilman Hill Asset Management
Connecticut
$245K – – –
EGWAG
2708
Elwood & Goetz Wealth Advisory Group
Georgia
$244K +$230K +573 New
TFA
2709
Trinity Financial Advisors
Ohio
$244K – – –
MIC
2710
Meridian Investment Counsel
California
$244K – – –
EL
2711
EWA LLC
Pennsylvania
$244K +$5.62K +14 +3%
TAM
2712
Titleist Asset Management
Texas
$243K -$19.7K -49 -8%
GC
2713
Gratus Capital
Georgia
$243K -$93.2K -232 -29%
AF
2714
Alerus Financial
North Dakota
$242K -$11.2K -28 -5%
AIM
2715
Arcadia Investment Management
Michigan
$242K – – –
BSHC
2716
Breed's Hill Capital
Massachusetts
$242K +$228K +567 New
GSIS
2717
Global Strategic Investment Solutions
Arizona
$241K -$12.9K -32 -5%
TA
2718
TFB Advisors
Kansas
$240K -$319K -794 -59%
PR
2719
Payden & Rygel
California
$239K – – –
BW
2720
BIP Wealth
Georgia
$239K +$225K +560 New
NAMP
2721
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$238K – – –
WPW
2722
Watershed Private Wealth
Illinois
$238K – – –
FFO
2723
Fortitude Family Office
Arizona
$238K +$225K +559 New
GA
2724
GoalVest Advisory
New York
$238K +$31.7K +79 +16%
FA
2725
Fountainhead AM
New Jersey
$237K +$1.21K +3 +0.5%
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