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Name Holding Trade Value Shares
Change 		Change in
Stake
CPO
1876
Cerity Partners OCIO
New York
$275K +$66.6K +224 +25%
NAS
1877
Nicolet Advisory Services
Wisconsin
$273K +$92.2K +310 +38%
CT
1878
Chicago Trust
Illinois
$271K -$93.7K -315 -22%
SICM
1879
Sustainable Insight Capital Management
New York
$269K – – –
OR
1880
Olympiad Research
Connecticut
$269K +$331K +1,113 New
CFA
1881
Carroll Financial Associates
North Carolina
$268K +$87.7K +295 +36%
LIM
1882
Lagoda Investment Management
New York
$267K -$595 -2 -0.2%
BOPW
1883
Brandywine Oak Private Wealth
Pennsylvania
$266K -$5.65K -19 -2%
WCM
1884
Wallace Capital Management
Texas
$266K – – –
AWM
1885
Absher Wealth Management
North Carolina
$263K +$1.49K +5 +0.5%
POIA
1886
Pin Oak Investment Advisors
Texas
$263K +$7.14K +24 +2%
AFAS
1887
Acorn Financial Advisory Services
Virginia
$262K -$59.5K -200 -16%
F
1888
F3Logic
Minnesota
$262K +$23.5K +79 +8%
MSFP
1889
Mark Sheptoff Financial Planning
Connecticut
$262K +$29.7K +100 +10%
OLA
1890
Oliver Luxxe Assets
New Jersey
$261K -$26.8K -90 -9%
FIM
1891
Fernwood Investment Management
Massachusetts
$261K – – –
BL
1892
Balentine LLC
Georgia
$260K +$57.4K +193 +22%
VCM
1893
Vivaldi Capital Management
Illinois
$258K -$7.43K -25 -2%
PFA
1894
Pinnacle Family Advisors
Missouri
$256K -$36.3K -122 -10%
CISOA
1895
Capital Investment Services of America
Wisconsin
$254K -$59.5K -200 -16%
FRM
1896
Fox Run Management
Connecticut
$254K +$313K +1,052 New
BCA
1897
Bay Colony Advisors
Massachusetts
$253K +$83.8K +282 +37%
CT
1898
Columbia Trust
Oregon
$253K +$103K +345 +49%
EWM
1899
EPG Wealth Management
Georgia
$253K +$121K +407 +64%
AWE
1900
Avidian Wealth Enterprises
Texas
$249K -$47.6K -160 -13%
74 75
76
77 78