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Name Holding Trade Value Shares
Change 		Change in
Stake
HPWM
2626
High Pines Wealth Management
Massachusetts
$218K +$36K +222 +16%
FFW
2627
Fusion Family Wealth
New York
$218K +$104K +641 New
LCH
2628
Lee Capital Holdings
New York
$217K -$746K -4,600 -74%
GG
2629
Gleason Group
Kentucky
$217K – – –
AFS
2630
Axiom Financial Strategies
Indiana
$217K +$259K +1,597 New
BAS
2631
Brown Advisory Securities
Maryland
$216K -$602K -3,713 -70%
GSIS
2632
Global Strategic Investment Solutions
Arizona
$216K +$7.78K +48 +3%
FUBT
2633
First United Bank & Trust
Maryland
$214K – – –
RWA
2634
RGT Wealth Advisors
Texas
$213K -$74.2K -458 -23%
IFA
2635
Index Fund Advisors
California
$213K +$255K +1,572 New
RMC
2636
Resources Management Corp
Connecticut
$212K -$637K -3,933 -72%
BFS
2637
Baskin Financial Services
Ontario, Canada
$212K -$150K -926 -37%
CAM
2638
Crestone Asset Management
Colorado
$212K -$56.7K -350 -18%
FCCM
2639
First City Capital Management
Georgia
$212K +$162 +1 +0.1%
DIA
2640
Davidson Investment Advisors
Montana
$212K +$14.1K +87 +6%
MCM
2641
Morton Capital Management
California
$211K -$3.89K -24 -2%
WG
2642
Watchman Group
Texas
$210K -$2.82M -17,376 -92%
CM
2643
Churchill Management
California
$210K -$2.31M -14,277 -90%
JF
2644
JSF Financial
California
$210K -$8.75K -54 -3%
IA
2645
Integrity Advisory
Kansas
$210K -$162 -1 -0.1%
LHEI
2646
Leo H. Evart Inc
California
$209K -$16.7K -103 -6%
BEAM
2647
Baker Ellis Asset Management
Washington
$209K -$31.6K -195 -11%
VCM
2648
Vigilant Capital Management
Maine
$209K +$61.3K +378 +33%
FFA
2649
Fi3 Financial Advisors
Indiana
$209K +$250K +1,541 New
BA
2650
Ballew Advisors
Mississippi
$208K -$14.1K -87 -5%
104 105
106
107 108