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Name Holding Trade Value Shares
Change 		Change in
Stake
CP
1226
Castleview Partners
Texas
$752K -$5.75K -35 -0.8%
9WM
1227
9258 Wealth Management
Ohio
$750K -$3.29K -20 -0.5%
NP
1228
Ninepoint Partners
Ontario, Canada
$749K -$115K -700 -14%
EAM
1229
Evanson Asset Management
California
$749K -$8.22K -50 -1%
GJWM
1230
Gilliland Jeter Wealth Management
Arkansas
$747K – – –
ZIG
1231
Zullo Investment Group
Pennsylvania
$744K – – –
AT
1232
American Trust
Kentucky
$744K +$684K +4,160 New
BWP
1233
BSW Wealth Partners
Colorado
$743K +$64.9K +395 +11%
ECM
1234
Elgethun Capital Management
South Dakota
$742K -$140K -850 -17%
OWA
1235
Outlook Wealth Advisors
Texas
$740K -$6.58K -40 -1%
MHC
1236
Meyer Handelman Company
New York
$738K – – –
BI
1237
BlueSpruce Investments
Illinois
$733K -$329K -2,000 -33%
C
1238
Covestor
United Kingdom
$733K +$321K +1,955 +91%
RIA
1239
Regal Investment Advisors
Michigan
$729K -$41.1K -250 -6%
LAM
1240
L2 Asset Management
Massachusetts
$724K +$22.2K +135 +3%
DCM
1241
Driehaus Capital Management
Illinois
$722K -$50.1K -305 -7%
BGA
1242
Battery Global Advisors
Massachusetts
$721K +$14.8K +90 +2%
NB
1243
NBT Bank
New York
$721K +$215K +1,305 +48%
TPW
1244
Talon Private Wealth
Florida
$721K +$663K +4,030 New
LAM
1245
Lewis Asset Management
California
$719K -$73.2K -445 -10%
ICP
1246
Interchange Capital Partners
Pennsylvania
$718K -$5.75K -35 -0.9%
SDIC
1247
South Dakota Investment Council
South Dakota
$716K – – –
FM
1248
Freemont Management
Switzerland
$716K – – –
CSPIA
1249
Cary Street Partners Investment Advisory
Virginia
$715K – – –
EWM
1250
Evermay Wealth Management
Virginia
$707K +$146K +890 +29%
48 49
50
51 52