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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1701
Claro Advisors
Massachusetts
$23.6M +$1.38M +3,271 +7%
PPWP
1702
Premier Path Wealth Partners
New Jersey
$23.6M +$804K +1,903 +4%
BFG
1703
Berger Financial Group
Minnesota
$23.6M +$320K +758 +1%
MSAM
1704
Moloney Securities Asset Management
Missouri
$23.5M +$555K +1,315 +3%
SIC
1705
Sigma Investment Counselors
Michigan
$23.5M -$89.1K -211 -0.4%
HL
1706
HeadInvest LLC
Maine
$23.5M -$435K -1,030 -2%
BCM
1707
Bourgeon Capital Management
Connecticut
$23.5M +$265K +628 +1%
HB
1708
HTLF Bank
Colorado
$23.5M -$770K -1,824 -3%
FM
1709
Family Management
New York
$23.5M +$1.45M +3,425 +7%
WPP
1710
Whalerock Point Partners
Rhode Island
$23.4M +$84.9K +201 +0.4%
ERWM
1711
Elk River Wealth Management
Colorado
$23.4M +$117K +276 +0.5%
HWM
1712
Heirloom Wealth Management
Colorado
$23.4M -$119K -281 -0.5%
APP
1713
Avantax Planning Partners
Iowa
$23.4M -$2.39M -5,663 -10%
RHDIC
1714
R.H. Dinel Investment Counsel
California
$23.3M – – –
WCF
1715
West Coast Financial
California
$23.3M -$6.33K -15 -0%
GCM
1716
Goldstream Capital Management
Hong Kong
$23.2M +$1.56M +3,689 +8%
TC
1717
Tenere Capital
New York
$23.2M +$6.78M +16,062 +45%
BWAM
1718
Boyd Watterson Asset Management
Ohio
$23.2M +$523K +1,238 +2%
SFG
1719
SevenBridge Financial Group
Pennsylvania
$23.2M +$58.3K +138 +0.2%
CICI
1720
Capital Investment Counsel Inc
North Carolina
$23.1M +$103K +245 +0.5%
GAG
1721
GM Advisory Group
New York
$23.1M -$393K -930 -2%
WAM
1722
WT Asset Management
Hong Kong
$23.1M -$65.7M -155,528 -75%
CCMINC
1723
Cardinal Capital Management Inc (North Carolina)
North Carolina
$23.1M -$184K -436 -0.8%
RWM
1724
Rockline Wealth Management
New York
$23M +$1.67M +3,953 +8%
MSFP
1725
Mark Sheptoff Financial Planning
Connecticut
$23M -$388K -918 -2%
67 68
69
70 71