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Name Holding Trade Value Shares
Change 		Change in
Stake
HCC
1751
Hirtle Callaghan & Co
Pennsylvania
$482K +$447K +7,930 New
LFG
1752
Lazard Frères Gestion
France
$481K – – –
SA
1753
SFI Advisors
New Jersey
$480K -$8.46K -150 -2%
BWP
1754
Baldwin Wealth Partners
Massachusetts
$480K – – –
GGA
1755
Granite Group Advisors
Connecticut
$478K – – –
ACA
1756
Ackerman Capital Advisors
Texas
$478K +$55.3K +980 +14%
MAWA
1757
Moss Adams Wealth Advisors
Washington
$477K +$152K +2,690 +52%
OAM
1758
Oak Asset Management
California
$477K – – –
OIA
1759
Optimum Investment Advisors
Illinois
$474K -$42.3K -750 -9%
SA
1760
Strategic Advisors
New York
$474K -$4.51K -80 -1%
TGAM
1761
TBH Global Asset Management
Tennessee
$474K +$11.3K +200 +3%
AAS
1762
Annex Advisory Services
Wisconsin
$474K +$31K +550 +8%
MAG
1763
MRA Advisory Group
New Jersey
$474K +$115K +2,040 +35%
GD
1764
Grandfield & Dodd
New York
$474K -$70.5K -1,250 -14%
LEA
1765
Legacy Edge Advisors
New York
$473K -$22K -390 -5%
CWP
1766
Capital Wealth Planning
Florida
$473K -$376K -6,670 -46%
HWM
1767
Howard Wealth Management
Connecticut
$472K +$10.1K +180 +2%
TPWA
1768
Twin Peaks Wealth Advisors
California
$471K -$2.82K -50 -0.6%
JCIA
1769
Jackson Creek Investment Advisors
Colorado
$467K +$434K +7,690 New
BMD
1770
Better Money Decisions
New Mexico
$466K -$5.07K -90 -1%
SCA
1771
STALEY CAPITAL ADVISERS
Pennsylvania
$466K – – –
SLG
1772
Stanley-Laman Group
Pennsylvania
$466K – – –
AWM
1773
Able Wealth Management
New Jersey
$466K +$6.77K +120 +2%
BC
1774
Bridgefront Capital
Texas
$465K +$149K +2,650 +53%
EA
1775
Emerald Advisors
Washington
$465K – – –
69 70
71
72 73