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Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1751
Caxton Corporation
New Jersey
$260K +$17.6K +64 +7%
GWCM
1752
Godshalk Welsh Capital Management
Pennsylvania
$258K – – –
WCWM
1753
Willow Creek Wealth Management
California
$258K +$33.1K +120 +14%
RCM
1754
Radnor Capital Management
Pennsylvania
$257K – – –
JIC
1755
Joel Isaacson & Co
New York
$253K +$257K +931 New
HWM
1756
Highwater Wealth Management
Colorado
$247K -$20.7K -75 -8%
FFC
1757
First Financial Corp
Indiana
$247K +$16.5K +60 +7%
RWMH
1758
Riverpoint Wealth Management Holdings
Illinois
$245K -$9.92K -36 -4%
DTL
1759
Dynamic Technology Lab
Singapore
$244K -$1.13M -4,083 -82%
CA
1760
Cumberland Advisors
Florida
$244K – – –
LD
1761
Lipe & Dalton
New York
$244K – – –
GM
1762
GeoWealth Management
Illinois
$244K +$247K +896 New
BPB
1763
Badgley, Phelps & Bell
Washington
$243K -$22K -80 -8%
BOS
1764
Bingham Osborn & Scarborough
California
$242K +$10.2K +37 +4%
CPO
1765
Cerity Partners OCIO
New York
$242K +$246K +891 New
FPC
1766
Falcon Point Capital
California
$241K -$29.2K -106 -11%
CAM
1767
Claret Asset Management
Quebec, Canada
$239K – – –
PL
1768
Parthenon LLC
Kentucky
$236K – – –
MFW
1769
Meristem Family Wealth
Minnesota
$234K +$237K +861 New
BMCM
1770
Bryn Mawr Capital Management
Pennsylvania
$233K – – –
WT
1771
Washington Trust
Rhode Island
$231K -$68.9K -250 -23%
PWA
1772
Peterson Wealth Advisors
Utah
$231K +$276 +1 +0.1%
BRC
1773
Bell Rock Capital
Delaware
$230K +$182K +659 +356%
BCP
1774
Blackhawk Capital Partners
Wisconsin
$229K -$46.8K -170 -17%
SYBT
1775
Stock Yards Bank & Trust
Kentucky
$229K -$5.51K -20 -2%
69 70
71
72 73