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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1126
Cribstone Capital Management
Maine
$524K -$160K -3,220 -24%
FWP
1127
FAS Wealth Partners
Kansas
$524K +$4.98K +100 +1%
CAG
1128
Crestwood Advisors Group
Massachusetts
$523K -$13.4K -270 -3%
CWA
1129
Clarity Wealth Advisors
California
$523K +$74.2K +1,490 +17%
TP
1130
Tranquility Partners
Tennessee
$522K +$7.47K +150 +1%
MWM
1131
Minot Wealth Management
Massachusetts
$521K +$22.4K +450 +5%
CPO
1132
Cerity Partners OCIO
New York
$520K +$62.2K +1,250 +14%
AIA
1133
Angeles Investment Advisors
California
$517K -$24.9K -500 -5%
FPCP
1134
Fort Point Capital Partners
California
$517K +$241K +4,850 +88%
DWT
1135
Dorsey & Whitney Trust
South Dakota
$515K -$76.6K -1,540 -13%
AFA
1136
Atlanta Financial Associates
Georgia
$513K – – –
TCOV
1137
Trust Company of Vermont
Vermont
$512K +$19.9K +400 +4%
JF
1138
Jump Financial
Illinois
$506K +$503K +10,110 New
DC
1139
Davenport & Co
Virginia
$505K +$47.3K +950 +10%
JFA
1140
Johanson Financial Advisors
California
$502K -$2.49K -50 -0.5%
CRCM
1141
Corbett Road Capital Management
Virginia
$501K +$18.4K +370 +4%
IAMOG
1142
Investors Asset Management of Georgia
Georgia
$500K – – –
PPP
1143
Private Portfolio Partners
New Jersey
$500K +$4.48K +90 +0.9%
LWA
1144
Lineweaver Wealth Advisors
Ohio
$498K +$9.46K +190 +2%
HWM
1145
Howard Wealth Management
Connecticut
$495K -$3.98K -80 -0.8%
GBT
1146
Grove Bank & Trust
Florida
$495K – – –
RPWA
1147
Regent Peak Wealth Advisors
Georgia
$495K +$41.3K +830 +9%
PIM
1148
Profit Investment Management
Maryland
$495K +$112K +2,250 +30%
WCA
1149
Westover Capital Advisors
Delaware
$495K +$492K +9,890 New
KPCM
1150
Kings Point Capital Management
New York
$493K +$23.9K +480 +5%
44 45
46
47 48