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Name Holding Trade Value Shares
Change 		Change in
Stake
BCFD
1676
Boit C.F. David
$318K +$328K +3,700 New
FFG
1677
Ford Financial Group
California
$317K +$443 +5 +0.1%
EP
1678
Edgestream Partners
New Jersey
$313K -$437K -4,931 -58%
TFCP
1679
Twin Focus Capital Partners
Massachusetts
$312K +$7.98K +90 +3%
CWM
1680
Connecticut Wealth Management
Connecticut
$312K +$59.3K +669 +23%
PWA
1681
Physician Wealth Advisors
Utah
$311K -$34.6K -390 -11%
CCM
1682
Chilton Capital Management
Texas
$310K -$11.6K -131 -4%
FAFN
1683
First Affirmative Financial Network
Colorado
$310K +$49.7K +560 +18%
FBB
1684
Fulton Breakefield Broenniman
Maryland
$309K -$2.86M -32,223 -90%
BHBT
1685
Burke & Herbert Bank & Trust
Virginia
$309K – – –
MWA
1686
Moser Wealth Advisors
Washington
$309K +$443 +5 +0.1%
FPAS
1687
Focus Partners Advisor Solutions
Missouri
$309K +$10.8K +122 +4%
VWM
1688
Venturi Wealth Management
Texas
$308K +$317K +3,577 New
PIA
1689
Perennial Investment Advisors
California
$307K -$164K -1,855 -34%
AA
1690
Aire Advisors
California
$306K -$82.2K -927 -21%
SFG
1691
SevenBridge Financial Group
Pennsylvania
$306K -$26.2K -295 -8%
BC
1692
BIT Capital
Germany
$305K +$173K +1,953 +123%
PAM
1693
Palisade Asset Management
Minnesota
$305K +$314K +3,542 New
LOAMS
1694
Lombard Odier Asset Management (Switzerland)
Switzerland
$303K -$307K -3,463 -50%
MCWA
1695
Meadow Creek Wealth Advisors
Georgia
$303K -$31.8K -359 -9%
AMBIA
1696
Allen Mooney & Barnes Investment Advisors
Georgia
$303K +$312K +3,516 New
DGAM
1697
Desjardins Global Asset Management
Quebec, Canada
$302K +$9.58K +108 +3%
MME
1698
Meag Munich Ergo
Germany
$301K -$133K -1,500 -30%
PGWM
1699
Pitti Group Wealth Management
New York
$301K +$5.59K +63 +2%
CL
1700
CPWM LLC
Washington
$300K -$49.1K -554 -14%
66 67
68
69 70