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Name Holding Trade Value Shares
Change 		Change in
Stake
HFP
2451
Holistic Financial Partners
Indiana
$4.41M +$20.1K +199 +0.6%
BM
2452
Brandywine Managers
Delaware
$4.4M – – –
DI
2453
Diligent Investors
California
$4.39M +$519K +5,137 +17%
HPIA
2454
Hamilton Point Investment Advisors
North Carolina
$4.39M -$92.1K -911 -2%
FWP
2455
Falcon Wealth Planning
California
$4.39M +$2.45M +24,185 +214%
VF
2456
Vest Financial
Virginia
$4.37M -$1.82K -18 -0.1%
PFT
2457
Providence First Trust
Arizona
$4.36M +$186K +1,840 +5%
PNAA
2458
Pictet North America Advisors
Switzerland
$4.35M -$73.9K -731 -2%
JC
2459
JB Capital
Connecticut
$4.35M +$452K +4,474 +15%
WWP
2460
WR Wealth Planners
Missouri
$4.33M -$129K -1,277 -4%
NRC
2461
New Republic Capital
North Carolina
$4.33M +$742K +7,338 +26%
GA
2462
GFS Advisors
Texas
$4.33M +$76.8K +760 New
APM
2463
Advanced Portfolio Management
New York
$4.32M +$3.54M +35,000 New
NPA
2464
Nichols & Pratt Advisers
Massachusetts
$4.32M – – –
GSB
2465
Greenfield Savings Bank
Massachusetts
$4.31M +$212K +2,095 +6%
RPC
2466
Rossmore Private Capital
Connecticut
$4.3M +$148K +1,465 +4%
TWM
2467
Thrive Wealth Management
Pennsylvania
$4.3M +$45.6K +451 +1%
TW
2468
Traveka Wealth
California
$4.3M -$310K -3,070 -8%
CA
2469
Crewe Advisors
Utah
$4.29M -$368K -3,640 -9%
CCG
2470
Coastwise Capital Group
California
$4.29M -$489K -4,838 -12%
WFMPM
2471
Woodley Farra Manion Portfolio Management
Indiana
$4.29M +$210K +2,079 +6%
HVP
2472
Hudson Value Partners
Florida
$4.28M -$201K -1,985 -5%
PSB
2473
Passumpsic Savings Bank
Vermont
$4.28M +$2.84M +28,091 +427%
MAM
2474
MWA Asset Management
Massachusetts
$4.28M -$176K -1,745 -5%
FFO
2475
Fiduciary Family Office
Florida
$4.27M -$951K -9,410 -21%
97 98
99
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