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Name Holding Trade Value Shares
Change 		Change in
Stake
DC
2326
Darrow Company
Massachusetts
$671K +$8.54K +70 +1%
SMFG
2327
Sumitomo Mitsui Financial Group
Japan
$670K +$187K +1,530 +38%
VC
2328
Veracity Capital
Georgia
$669K -$6.1K -50 -0.9%
CCAL
2329
City Center Advisors LLC
Michigan
$669K +$33K +270 +5%
NF
2330
Nikulski Financial
Iowa
$668K +$146K +1,200 +27%
FWM
2331
FMB Wealth Management
California
$667K -$53.7K -440 -7%
CWA
2332
Consilium Wealth Advisory
Texas
$665K -$2.44K -20 -0.4%
BWP
2333
Bernardo Wealth Planning
Pennsylvania
$665K +$13.4K +110 +2%
CWA
2334
Consilio Wealth Advisors
Washington
$663K +$14.6K +120 +2%
GFWA
2335
Grey Fox Wealth Advisors
Delaware
$659K +$3.66K +30 +0.5%
BFA
2336
Bill Few Associates
Pennsylvania
$658K +$15.9K +130 +2%
FA
2337
Fountainhead AM
New Jersey
$658K +$39.1K +320 +6%
CWP
2338
Core Wealth Partners
California
$658K +$40.3K +330 +6%
GD
2339
Grandfield & Dodd
New York
$656K -$116K -950 -15%
DMBA
2340
Deseret Mutual Benefit Administrators
Utah
$655K +$334K +2,740 +101%
BCM
2341
Bourgeon Capital Management
Connecticut
$653K – – –
KAM
2342
Karani Asset Management
New York
$653K +$358K +2,930 +116%
SFP
2343
Shepherd Financial Partners
Massachusetts
$652K +$3.66K +30 +0.6%
OC
2344
Oarsman Capital
Wisconsin
$652K +$116K +950 +21%
CB
2345
Community Bank
New York
$652K +$237K +1,940 +55%
SIC
2346
Samalin Investment Counsel
New York
$651K -$22K -180 -3%
GA
2347
GFS Advisors
Texas
$651K -$42.7K -350 -6%
CFFP
2348
Center for Financial Planning
Michigan
$651K – – –
PPC
2349
Park Place Capital
Alabama
$651K +$39.1K +320 +6%
MMCM
2350
Murphy & Mullick Capital Management
New York
$650K +$94K +770 +16%
92 93
94
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