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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1426
Finer Wealth Management
Massachusetts
$228K -$67.6K -1,038 -21%
ATI
1427
Act Two Investors
California
$228K +$254K +3,904 New
EHAM
1428
Eagle Harbor Asset Management
Washington
$227K -$27.3K -420 -10%
FC
1429
Forte Capital
New York
$226K -$13.3K -205 -5%
HI
1430
Humankind Investments
New York
$225K +$3.97K +61 +2%
BFO
1431
Boston Family Office
Massachusetts
$225K -$6.51K -100 -3%
SG
1432
Somerset Group
Minnesota
$225K -$27.5K -422 -10%
CC
1433
Courier Capital
New York
$225K -$21.3K -327 -8%
BPWM
1434
Badgley Phelps Wealth Managers
Washington
$225K -$23.3K -358 -9%
ACL
1435
Applied Capital LLC
Florida
$222K +$961K +14,754 +420%
WAL
1436
W Advisors LLC
Tennessee
$222K – – –
CWM
1437
Compass Wealth Management
Connecticut
$221K -$197K -3,025 -44%
RMCM
1438
Reynders McVeigh Capital Management
Massachusetts
$221K -$102K -1,561 -29%
ESB
1439
Essex Savings Bank
Connecticut
$221K -$85.6K -1,315 -26%
APA
1440
Astoria Portfolio Advisors
New York
$221K +$1.3K +20 +0.5%
PWMG
1441
Prestige Wealth Management Group
New Jersey
$220K +$193K +2,970 +372%
EWA
1442
Evolution Wealth Advisors
Florida
$220K +$245K +3,757 New
RA
1443
RFG Advisory
Alabama
$220K -$17.8K -273 -7%
LFA
1444
Laraway Financial Advisors
Minnesota
$219K – – –
FNBSF
1445
First National Bank Sioux Falls
South Dakota
$219K – – –
CC
1446
Callan Capital
California
$219K +$12.4K +191 +5%
CHC
1447
City Holding Co
West Virginia
$219K -$256K -3,927 -51%
G
1448
GenTrust
Florida
$219K – – –
GTAM
1449
Global Trust Asset Management
Florida
$218K +$41K +630 +20%
EAM
1450
Eschler Asset Management
United Kingdom
$218K – – –
56 57
58
59 60