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Name Holding Trade Value Shares
Change 		Change in
Stake
GDP
1851
Great Diamond Partners
Maine
$14.4M -$219K -676 -2%
HH
1852
HWG Holdings
Texas
$14.4M +$13.9M +42,802 New
MCWS
1853
McKinley Carter Wealth Services
West Virginia
$14.4M -$594K -1,831 -4%
PCA
1854
Private Capital Advisors
Connecticut
$14.4M -$647K -1,995 -4%
FBC
1855
Fairfield, Bush & Co
Connecticut
$14.3M -$10.8M -33,388 -44%
EAM
1856
Exane Asset Management
France
$14.3M +$1.23M +3,793 +10%
MWM
1857
Marietta Wealth Management
Georgia
$14.3M -$347K -1,069 -2%
PGA
1858
Portland Global Advisors
Maine
$14.3M -$170K -524 -1%
SG
1859
Stonnington Group
California
$14.3M -$432K -1,333 -3%
TAMH
1860
Taikang Asset Management (HK)
Hong Kong
$14.2M +$913K +2,817 +7%
BO
1861
BRR OpCo
Ohio
$14.2M -$622K -1,920 -4%
SWA
1862
SOA Wealth Advisors
New York
$14.2M +$188K +581 +1%
FHCM
1863
Force Hill Capital Management
New York
$14.2M +$1.5M +4,620 +12%
RIA
1864
Realta Investment Advisors
Delaware
$14.1M +$784K +2,418 +6%
BIMC
1865
Benson Investment Management Company
Virginia
$14.1M -$45.4K -140 -0.3%
AWS
1866
AJ Wealth Strategies
New York
$14.1M +$792K +2,443 +6%
SWM
1867
Silverlake Wealth Management
Vermont
$14.1M +$13.6M +41,931 New
DIP
1868
DT Investment Partners
Pennsylvania
$14.1M -$3.21M -9,898 -19%
RFM
1869
Royal Fund Management
Florida
$14.1M +$98.9K +305 +0.7%
CWG
1870
Cornerstone Wealth Group
North Carolina
$14.1M +$193K +594 +1%
GFP
1871
Gryphon Financial Partners
Ohio
$14M +$4.99M +15,403 +59%
PFS
1872
Physicians Financial Services
North Carolina
$14M -$214K -660 -2%
GCS
1873
Gordian Capital (Singapore)
Singapore
$14M +$13.5M +41,606 New
LBC
1874
Lawrence B. Cohen
$14M -$1.89M -5,818 -12%
BIM
1875
Baldwin Investment Management
Pennsylvania
$14M -$189K -582 -1%
73 74
75
76 77