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Name Holding Trade Value Shares
Change 		Change in
Stake
HPM
1401
Hoxton Planning & Management
West Virginia
$458K -$12.5K -340 -3%
WPW
1402
Watershed Private Wealth
Illinois
$458K – – –
MCC
1403
Money Concepts Capital
Florida
$458K – – –
SPIO
1404
Seven Post Investment Office
California
$454K – – –
CBT
1405
CoreFirst Bank & Trust
Kansas
$451K -$737 -20 -0.2%
SAG
1406
Spotlight Asset Group
Illinois
$450K -$144K -3,910 -28%
ATC
1407
Adirondack Trust Company
New York
$450K -$56K -1,520 -13%
WDC
1408
Woodward Diversified Capital
California
$449K +$1.84K +50 +0.5%
KJHP
1409
K.J. Harrison & Partners
Ontario, Canada
$448K +$376K +10,200 New
IAMOG
1410
Investors Asset Management of Georgia
Georgia
$447K – – –
SIM
1411
Studio Investment Management
Illinois
$446K +$7K +190 +2%
AAP
1412
Arax Advisory Partners
Colorado
$446K -$2.21K -60 -0.6%
PCA
1413
Pallas Capital Advisors
Massachusetts
$446K +$1.84K +50 +0.5%
DWM
1414
Dorchester Wealth Management
Quebec, Canada
$445K – – –
OL
1415
Optas LLC
Texas
$445K -$8.1K -220 -2%
AWM
1416
Accurate Wealth Management
Florida
$444K +$70.4K +1,910 +23%
CC
1417
Copperleaf Capital
North Carolina
$443K -$371K -10,080 -50%
GCM
1418
G2 Capital Management
Ohio
$443K – – –
EPA
1419
Element Pointe Advisors
Florida
$443K – – –
CG
1420
Castellan Group
Kentucky
$442K – – –
CMBA
1421
C.M. Bidwell & Associates
Hawaii
$441K -$35K -950 -9%
CCM
1422
CloudAlpha Capital Management
Hong Kong
$440K -$34M -924,000 -99%
LCC
1423
Lincoln Capital Corp
Rhode Island
$440K -$71.5K -1,940 -16%
AGP
1424
Autumn Glory Partners
Texas
$440K – – –
DDC
1425
DF Dent & Co
Maryland
$440K – – –
55 56
57
58 59