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Name Holding Trade Value Shares
Change 		Change in
Stake
SFFS
1751
Stonehage Fleming Financial Services
Jersey
$172K -$143K -1,938 -42%
AA
1752
Addison Advisors
Vermont
$169K -$5.23K -71 -3%
QC
1753
Quent Capital
New York
$167K +$26.9K +366 +16%
SO
1754
Sierra Ocean
California
$162K -$1.77K -24 -0.9%
MC
1755
Montag & Caldwell
Georgia
$158K +$11K +149 +7%
EWM
1756
Evermay Wealth Management
Virginia
$155K -$7.14K -97 -4%
WPA
1757
West Paces Advisors
Georgia
$153K -$10.7K -146 -6%
HNW
1758
High Note Wealth
Minnesota
$153K -$221 -3 -0.1%
HIIFS
1759
Harel Insurance Investments & Financial Services
Israel
$153K +$178K +2,418 New
HCP
1760
Hexagon Capital Partners
Arkansas
$152K -$8.39K -114 -5%
GIA
1761
GHP Investment Advisors
Colorado
$152K -$5.23K -71 -3%
WF
1762
Wayfinding Financial
Washington
$151K +$174K +2,367 New
BIA
1763
Bell Investment Advisors
California
$150K -$1.18K -16 -0.7%
AAP
1764
Arax Advisory Partners
Colorado
$149K -$63.5K -862 -27%
SIC
1765
SJS Investment Consulting
Ohio
$148K +$2.87K +39 +2%
IFS
1766
Intelligent Financial Strategies
Minnesota
$144K -$83.7K -1,137 -34%
CSC
1767
Caldwell Sutter Capital
California
$143K +$11.8K +160 +8%
POIA
1768
Pin Oak Investment Advisors
Texas
$142K – – –
ACA
1769
Atlas Capital Advisors
Wyoming
$136K – – –
CRFG
1770
Columbia River Financial Group
Washington
$135K +$156K +2,115 New
M
1771
MOTCO
Texas
$132K -$4.05K -55 -3%
BCM
1772
Birch Capital Management
Texas
$128K -$363K -4,932 -71%
ECM
1773
Elgethun Capital Management
South Dakota
$128K +$57.6K +783 +63%
CM
1774
Castleark Management
Illinois
$127K – – –
TC
1775
Truvestments Capital
Florida
$126K +$6.18K +84 +4%
69 70
71
72 73