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Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1601
Kozak & Associates
Colorado
$469K -$169K -1,646 -25%
PAS
1602
Professional Advisory Services
Florida
$468K -$5.14K -50 -1%
IA
1603
IFG Advisors
Missouri
$468K +$514 +5 +0.1%
BC
1604
Barrett & Company
Rhode Island
$464K +$4.42K +43 +0.9%
CNFG
1605
Creegan & Nassoura Financial Group
New Hampshire
$464K -$33.4K -325 -6%
TFO
1606
Tarbox Family Office
California
$463K +$13.1K +127 +3%
KW
1607
KWB Wealth
California
$462K -$27.5K -267 -6%
EI
1608
Ellevest Inc
New York
$461K +$10.9K +106 +2%
FCBT
1609
First Citizens Bank & Trust
North Carolina
$461K +$2.88K +28 +0.6%
GI
1610
GAMCO Investors
Connecticut
$460K -$3.76M -36,554 -88%
LB
1611
Legacy Bridge
Iowa
$460K – – –
PIM
1612
Progressive Investment Management
Oregon
$459K – – –
SIC
1613
Sterling Investment Counsel
New York
$458K +$33.2K +323 +7%
CS
1614
Cannell & Spears
New York
$458K – – –
MIM
1615
Miller Investment Management
Pennsylvania
$456K – – –
RIA
1616
Realta Investment Advisors
Delaware
$456K -$66.9K -650 -14%
PSB
1617
Piscataqua Savings Bank
New Hampshire
$455K -$1.03K -10 -0.2%
BOS
1618
Bank of Stockton
California
$454K -$82.3K -800 -15%
WAG
1619
Wallace Advisory Group
California
$453K +$12.5K +122 +3%
MCC
1620
Malaga Cove Capital
California
$450K +$63.1K +613 +15%
DSN
1621
D. Scott Neal
Kentucky
$450K – – –
WP
1622
Waycross Partners
Kentucky
$449K – – –
ORAM
1623
One River Asset Management
Connecticut
$448K +$279K +2,717 +113%
AWM
1624
Avitas Wealth Management
California
$448K +$70.5K +685 +17%
SFG
1625
Synergy Financial Group
California
$447K – – –
63 64
65
66 67