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Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
1076
River Wealth Advisors
Pennsylvania
$283K -$32K -1,080 -11%
BMC
1077
Benin Management Corp
Connecticut
$282K +$258K +8,700 New
TFS
1078
TrustCore Financial Services
Tennessee
$280K -$29.6K -1,000 -10%
HW
1079
Hamilton Wealth
California
$279K – – –
GAMC
1080
Garner Asset Management Corp
Texas
$277K -$26.7K -900 -10%
BO
1081
BRR OpCo
Ohio
$276K +$253K +8,540 New
CSIC
1082
Clifford Swan Investment Counsel
California
$272K +$1.48K +50 +0.6%
FMWA
1083
Forvis Mazars Wealth Advisors
Missouri
$272K +$250K +8,420 New
GCA
1084
Gradient Capital Advisors
California
$271K -$44.5K -1,500 -15%
FP
1085
Foundry Partners
Minnesota
$271K -$7.41K -250 -3%
PCG
1086
Private Capital Group
Connecticut
$271K +$35K +1,180 +16%
PA
1087
PSI Advisors
Florida
$271K +$249K +8,400 New
CAN
1088
Claraphi Advisory Network
United States
$270K -$67K -2,260 -21%
AIA
1089
Angeles Investment Advisors
California
$269K – – –
BSPF
1090
British Steel Pension Fund
United Kingdom
$269K – – –
TFGT
1091
TS Financial Group (TSFG)
Illinois
$269K – – –
BCP
1092
Berkeley Capital Partners
Georgia
$265K -$12.2K -410 -5%
HPC
1093
HM Payson & Co
Maine
$265K -$5.04K -170 -2%
BBNA
1094
Bremer Bank National Association
Minnesota
$265K -$1.19K -40 -0.5%
LCAM
1095
London & Capital Asset Management
United Kingdom
$265K +$243K +8,190 New
ATFA
1096
All Terrain Financial Advisors
Minnesota
$265K +$243K +8,200 New
RWP
1097
RWA Wealth Partners
Massachusetts
$264K -$387K -13,060 -62%
BCA
1098
Berman Capital Advisors
Georgia
$264K +$34.4K +1,160 +16%
JWM
1099
JGP Wealth Management
Oregon
$263K -$23.7K -800 -9%
SSWM
1100
Smith Salley Wealth Management
North Carolina
$263K +$241K +8,130 New
42 43
44
45 46