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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2226
Claro Advisors
Massachusetts
$5.9M +$40.4K +188 +0.7%
BS
2227
Bessemer Securities
New York
$5.9M -$172K -800 -3%
GP
2228
Geneva Partners
Wisconsin
$5.89M +$622K +2,895 +12%
SC
2229
Stolper & Co
Oklahoma
$5.88M -$77K -358 -1%
IP
2230
Investment Partners
Ohio
$5.88M -$16.1K -75 -0.3%
AWA
2231
Arete Wealth Advisors
Illinois
$5.86M -$5.62M -26,142 -50%
OL
2232
Optas LLC
Texas
$5.86M -$2.95M -13,721 -34%
HWMG
2233
Hurlow Wealth Management Group
Indiana
$5.83M -$50.5K -235 -0.9%
AWM
2234
Avitas Wealth Management
California
$5.83M +$130K +603 +2%
ACH
2235
ArrowMark Colorado Holdings
Colorado
$5.83M +$172K +798 +3%
STA
2236
Summit Trail Advisors
New York
$5.83M -$3.6M -16,734 -39%
RPWA
2237
Regent Peak Wealth Advisors
Georgia
$5.8M +$522K +2,427 +10%
V
2238
VeraBank
Texas
$5.8M -$53.8K -250 -0.9%
PP
2239
Paloma Partners
Connecticut
$5.8M -$2.8M -13,043 -33%
WI
2240
WBI Investments
New Jersey
$5.8M +$5.61M +26,084 New
RCG
2241
Rock Creek Group
District of Columbia
$5.79M -$584K -2,718 -9%
KA
2242
Kercheville Advisors
Texas
$5.79M +$5.61M +26,078 New
BWCS
2243
Beirne Wealth Consulting Services
Connecticut
$5.79M +$181K +842 +3%
BAM
2244
Blueshift Asset Management
New Jersey
$5.76M +$226K +1,052 +4%
GFP
2245
Gryphon Financial Partners
Ohio
$5.75M +$52.3K +243 +0.9%
CPC
2246
Congress Park Capital
New York
$5.74M -$146K -678 -3%
WI
2247
WrapManager Inc
California
$5.73M +$460K +2,138 +9%
ATC
2248
Adirondack Trust Company
New York
$5.7M -$213K -990 -4%
JDR
2249
Jay D. Rosenbaum
$5.7M -$32.3K -150 -0.6%
LCM
2250
Legato Capital Management
California
$5.69M – – –
88 89
90
91 92