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Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
1776
Gemmer Asset Management
California
$620K -$40.4K -254 -6%
CC
1777
Cannell & Co
New York
$619K -$101K -635 -15%
VCM
1778
Versant Capital Management
Arizona
$616K +$139K +872 +31%
MFW
1779
Mosaic Family Wealth
Missouri
$616K +$198K +1,242 +51%
WTFG
1780
Wells Trecaso Financial Group
Ohio
$614K -$954 -6 -0.2%
BFWA
1781
Benchmark Financial Wealth Advisors
Florida
$613K +$21K +132 +4%
CIA
1782
Choate Investment Advisors
Massachusetts
$613K +$29.7K +187 +5%
LDFR
1783
Lehman & Derafelo Financial Resources
Pennsylvania
$612K +$477 +3 +0.1%
PSP
1784
Principal Street Partners
Tennessee
$609K +$581K +3,656 New
TVAMP
1785
Tennessee Valley Asset Management Partners
Tennessee
$608K +$4.77K +30 +0.8%
TST
1786
Tech Square Trading
Massachusetts
$608K +$580K +3,650 New
SIC
1787
SFE Investment Counsel
California
$607K -$189K -1,186 -25%
TI
1788
Tidal Investments
Wisconsin
$607K -$41.5K -261 -7%
IWP
1789
Icon Wealth Partners
Texas
$607K +$118K +741 +26%
IIC
1790
Integrated Investment Consultants
Michigan
$606K -$211K -1,326 -27%
VCA
1791
Verdence Capital Advisors
Maryland
$605K +$1.59K +10 +0.3%
AO
1792
Allen Operations
New York
$604K – – –
ECA
1793
Elevated Capital Advisors
Utah
$604K +$543K +3,414 New
FCA
1794
FLC Capital Advisors
California
$602K -$111K -696 -16%
PP
1795
PDS Planning
Ohio
$602K +$17.3K +109 +3%
GC
1796
Gruss & Co
Florida
$600K – – –
SH
1797
Svenska Handelsbanken
Sweden
$600K – – –
BO
1798
BRR OpCo
Ohio
$597K -$25.4K -160 -4%
PWM
1799
PRW Wealth Management
Massachusetts
$596K -$51.8K -326 -8%
RRWA
1800
Rainey & Randall Wealth Advisors
Florida
$596K -$2.54K -16 -0.4%
70 71
72
73 74