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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1151
Manchester Capital Management
Vermont
$241K +$148K +1,697 +179%
AG
1152
AlTi Global
New York
$241K -$55.3K -635 -19%
ECM
1153
EagleClaw Capital Management
Massachusetts
$240K – – –
WPW
1154
Waldron Private Wealth
Pennsylvania
$237K +$226K +2,602 New
WT
1155
Washington Trust
Rhode Island
$237K – – –
NRW
1156
Nova R Wealth
Kansas
$236K +$609 +7 +0.3%
CC
1157
Copperleaf Capital
North Carolina
$236K – – –
VCM
1158
Violich Capital Management
California
$235K – – –
PSP
1159
Pacific Sage Partners
Washington
$235K -$348 -4 -0.2%
BCP
1160
Blue Chip Partners
Michigan
$234K +$2.52K +29 +1%
EWM
1161
Empirical Wealth Management
Washington
$234K -$161K -1,856 -42%
SB
1162
Strategic Blueprint
Georgia
$234K -$6.79K -78 -3%
CAS
1163
Coppell Advisory Solutions
Texas
$232K -$13.2K -152 -6%
PWPS
1164
Pinnacle Wealth Planning Services
Ohio
$232K -$522 -6 -0.2%
CWM
1165
Concentric Wealth Management
California
$231K – – –
HI
1166
Harbour Investments
Wisconsin
$230K -$22.1K -254 -9%
TC
1167
Truvestments Capital
Florida
$230K +$220K +2,527 New
OBWG
1168
Onyx Bridge Wealth Group
New York
$230K -$3.04K -35 -1%
B
1169
Bellecapital
Switzerland
$230K – – –
ML
1170
McAdam LLC
Pennsylvania
$229K -$7.13K -82 -3%
AF
1171
AtlasMark Financial
Texas
$229K +$219K +2,516 New
BFA
1172
Beaumont Financial Advisors
Massachusetts
$229K +$2K +23 +0.9%
SIM
1173
Sentry Investment Management
Wisconsin
$229K – – –
SP
1174
Stablepoint Partners
Massachusetts
$228K – – –
APA
1175
Astoria Portfolio Advisors
New York
$228K +$205K +2,357 New
45 46
47
48 49