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Name Holding Trade Value Shares
Change 		Change in
Stake
SW
2101
SlateStone Wealth
Florida
$553K +$119K +1,450 +31%
MA
2102
MJP Associates
Connecticut
$552K -$13.2K -160 -3%
OPA
2103
Old Port Advisors
Maine
$551K +$16.5K +200 +3%
MWA
2104
Motive Wealth Advisors
Michigan
$550K +$36.2K +440 +8%
CNBOF
2105
City National Bank of Florida
Florida
$550K +$508K +6,170 New
NCM
2106
Northside Capital Management
Oregon
$548K -$20.6K -250 -4%
WFPG
2107
Waller Financial Planning Group
Ohio
$548K – – –
HKIMG
2108
Hutchens & Kramer Investment Management Group
Indiana
$547K -$17.3K -210 -3%
EL
2109
EWA LLC
Pennsylvania
$547K +$1.65K +20 +0.3%
PA
2110
Parkside Advisors
California
$546K -$114K -1,390 -18%
ACP
2111
Aveo Capital Partners
Colorado
$544K -$23K -280 -4%
6F
2112
626 Financial
Michigan
$543K – – –
AHL
2113
Abel Hall LLC
Louisiana
$542K +$20.6K +250 +4%
TWM
2114
Thrive Wealth Management
Pennsylvania
$541K -$15.6K -190 -3%
RCG
2115
Ruane, Cunniff & Goldfarb
New York
$540K – – –
WMWM
2116
Whitaker-Myers Wealth Managers
Ohio
$537K +$31.3K +380 +7%
OL
2117
one8zero8 LLC
North Carolina
$536K +$495K +6,010 New
CA
2118
Cornerstone Advisory
Maryland
$536K +$79K +960 +23%
WIC
2119
Whitegate Investment Counselors
New Hampshire
$535K – – –
BA
2120
Ballast Advisors
Minnesota
$535K +$4.12K +50 +0.8%
DA
2121
Drake & Associates
Wisconsin
$534K -$14K -170 -3%
VIM
2122
Vista Investment Management
Pennsylvania
$533K – – –
NBT
2123
Northwest Bank & Trust
Iowa
$532K – – –
DC
2124
Darrow Company
Massachusetts
$529K – – –
CCIA
2125
Campbell & Co Investment Adviser
Maryland
$529K -$3.79M -46,040 -89%
83 84
85
86 87