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Name Holding Trade Value Shares
Change 		Change in
Stake
DMC
1901
Drexel Morgan & Co
Pennsylvania
$395K – – –
NP
1902
Ninepoint Partners
Ontario, Canada
$394K -$38.7K -119 -9%
SPIO
1903
Seven Post Investment Office
California
$394K – – –
HFM
1904
Hartford Financial Management
Connecticut
$393K -$6.5K -20 -2%
CL
1905
Choreo LLC
Illinois
$393K – – –
AAM
1906
Aureus Asset Management
Massachusetts
$393K +$49.1K +151 +15%
EPA
1907
Element Pointe Advisors
Florida
$392K – – –
CC
1908
Callan Capital
California
$390K -$40.3K -124 -10%
NSB
1909
Norway Savings Bank
Maine
$389K +$73.2K +225 +24%
MG
1910
Mather Group
Illinois
$388K +$99.2K +305 +36%
AWE
1911
Avidian Wealth Enterprises
Texas
$387K +$25.7K +79 +7%
PIM
1912
Profit Investment Management
Maryland
$386K -$26K -80 -7%
LF
1913
LifeSteps Financial
California
$384K +$18.5K +57 +5%
WAAG
1914
Wealth Alliance Advisory Group
Kansas
$380K +$365K +1,123 New
CC
1915
Courier Capital
New York
$377K +$325 +1 +0.1%
AWM
1916
Aprio Wealth Management
Georgia
$375K -$28K -86 -7%
MSR
1917
Main Street Research
Connecticut
$374K +$50.4K +155 +16%
SC
1918
Solstein Capital
California
$373K – – –
CCB
1919
Cutter & Co Brokerage
Missouri
$373K +$2.28K +7 +0.6%
WCWM
1920
Willow Creek Wealth Management
California
$373K +$81.3K +250 +29%
PA
1921
Prism Advisors
California
$372K -$135K -415 -27%
WCM
1922
Wallace Capital Management
Texas
$372K – – –
EI
1923
Ellevest Inc
New York
$372K +$31.9K +98 +10%
CISOA
1924
Capital Investment Services of America
Wisconsin
$369K – – –
POIA
1925
Pin Oak Investment Advisors
Texas
$369K +$325 +1 +0.1%
75 76
77
78 79