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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1851
MONECO Advisors
Connecticut
$347K +$348K +2,829 New
ES
1852
Eagle Strategies
New York
$346K +$4.43K +36 +1%
NRW
1853
Nova R Wealth
Kansas
$346K -$5.78K -47 -2%
AIA
1854
Alera Investment Advisors
Illinois
$345K -$12.9K -105 -4%
MHIC
1855
Marble Harbor Investment Counsel
Massachusetts
$345K – – –
SPC
1856
Stewart & Patten Company
California
$345K – – –
MTC
1857
McDaniel Terry & Co
Texas
$344K – – –
QT
1858
Quantamental Technologies
New York
$344K +$345K +2,803 New
GCM
1859
Gladstone Capital Management
United Kingdom
$343K -$2.66M -21,628 -89%
LNWTC
1860
Laird Norton Wetherby Trust Company
Washington
$342K – – –
CA
1861
Crewe Advisors
Utah
$342K +$10.3K +84 +3%
VWM
1862
Vigilare Wealth Management
Arizona
$340K – – –
SWP
1863
Semus Wealth Partners
Florida
$339K +$1.6K +13 +0.5%
BFIM
1864
Beese Fulmer Investment Management
Ohio
$339K -$13K -106 -4%
MSA
1865
Marino Stram & Associates
Massachusetts
$338K -$369 -3 -0.1%
FWM
1866
FFT Wealth Management
Pennsylvania
$337K +$3.56K +29 +1%
PNAA
1867
Pictet North America Advisors
Switzerland
$336K – – –
IA
1868
IFG Advisory
Georgia
$333K – – –
SIM
1869
Seaview Investment Managers
Florida
$332K -$7.49M -60,928 -96%
FAG
1870
Financial Advisory Group
Texas
$332K – – –
GA
1871
Goldstein Advisors
Wisconsin
$332K +$29.9K +243 +10%
CC
1872
Callan Capital
California
$330K – – –
OHWA
1873
Oak Hill Wealth Advisors
Virginia
$329K – – –
GFWA
1874
Grey Fox Wealth Advisors
Delaware
$329K +$5.04K +41 +2%
KBFS
1875
Kohmann Bosshard Financial Services
Ohio
$329K – – –
73 74
75
76 77