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Name Holding Trade Value Shares
Change 		Change in
Stake
JPWM
1576
Jamison Private Wealth Management
Georgia
$502K -$16.7K -164 -3%
EI
1577
Ellevest Inc
New York
$498K -$130K -1,276 -19%
MCC
1578
Malaga Cove Capital
California
$496K +$56K +551 +12%
AP
1579
Appleton Partners
Massachusetts
$494K -$136K -1,333 -20%
GPI
1580
General Partner Inc
Pennsylvania
$493K – – –
NAMP
1581
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$491K – – –
AFG
1582
Albion Financial Group
Utah
$491K +$15.3K +150 +3%
AGA
1583
Accuvest Global Advisors
Utah
$489K -$2.44M -23,958 -82%
BWG
1584
Beta Wealth Group
California
$489K +$71.3K +701 +16%
AT
1585
Avalon Trust
New Mexico
$488K +$356K +3,500 +207%
CFG
1586
Cooper Financial Group
California
$488K -$16.5K -162 -3%
SVWAG
1587
Sound View Wealth Advisors Group
Georgia
$486K -$77K -757 -13%
MIA
1588
MainStreet Investment Advisors
Illinois
$486K -$139K -1,365 -21%
SIC
1589
Sterling Investment Counsel
New York
$486K +$60.4K +594 +13%
CIA
1590
Cladis Investment Advisory
Montana
$486K +$526K +5,167 New
SP
1591
Symmetry Partners
Connecticut
$485K – – –
AAG
1592
Armstrong Advisory Group
Massachusetts
$485K – – –
BBNB
1593
Baker Boyer National Bank
Washington
$483K -$532K -5,225 -50%
CP
1594
Canopy Partners
Ohio
$482K +$15.9K +156 +3%
GA
1595
Geller Advisors
New York
$479K +$35.6K +350 +7%
DS
1596
DRW Securities
Illinois
$479K +$519K +5,098 New
MC
1597
Miramar Capital
Illinois
$478K -$15.3K -150 -3%
PA
1598
PFG Advisors
Arizona
$477K +$93.8K +922 +22%
UAML
1599
US Asset Management LLC
Pennsylvania
$477K -$7.22K -71 -1%
WG
1600
Wealth Group
North Carolina
$476K +$515K +5,063 New
62 63
64
65 66