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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1776
Evermay Wealth Management
Virginia
$365K +$345K +1,222 New
FPCP
1777
Fort Point Capital Partners
California
$364K – – –
BRC
1778
Bell Rock Capital
Delaware
$364K +$107K +378 +45%
NB
1779
NBT Bank
New York
$362K -$4.79K -17 -1%
WPC
1780
Waters Parkerson & Co
Louisiana
$361K – – –
FBT
1781
First Bank & Trust
South Dakota
$360K -$19.2K -68 -5%
FFW
1782
Fusion Family Wealth
New York
$360K – – –
EPA
1783
Element Pointe Advisors
Florida
$359K – – –
11A
1784
10-15 Associates
New York
$358K – – –
SCM
1785
Schnieders Capital Management
California
$358K – – –
AMCA
1786
Arthur M. Cohen & Associates
Illinois
$357K +$80.4K +285 +31%
AWE
1787
Avidian Wealth Enterprises
Texas
$356K +$112K +399 +50%
GJCM
1788
Grand Jean Capital Management
California
$355K – – –
AWM
1789
Argent Wealth Management
Massachusetts
$354K +$334K +1,185 New
PFA
1790
Pinnacle Family Advisors
Missouri
$353K +$333K +1,182 New
CC
1791
Cipher Capital
New York
$352K -$3.46M -12,275 -91%
CP
1792
Coho Partners
Pennsylvania
$351K -$21.4K -76 -6%
DMC
1793
Drexel Morgan & Co
Pennsylvania
$349K -$95.9K -340 -23%
SPIO
1794
Seven Post Investment Office
California
$348K – – –
AWM
1795
Absher Wealth Management
North Carolina
$347K +$306K +1,085 New
FNT
1796
First Nebraska Trust
Nebraska
$345K – – –
BOS
1797
Bingham Osborn & Scarborough
California
$342K +$71.3K +253 +28%
TCM
1798
Teza Capital Management
Illinois
$341K +$322K +1,141 New
ACM
1799
AlphaStar Capital Management
North Carolina
$340K +$26.2K +93 +9%
GAG
1800
GM Advisory Group
New York
$338K -$412K -1,462 -56%
70 71
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