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Name Holding Trade Value Shares
Change 		Change in
Stake
FH
2176
FWG Holdings
Florida
$362K +$328K +1,243 New
DDC
2177
DF Dent & Co
Maryland
$361K -$339K -1,282 -51%
MP
2178
McDonald Partners
Ohio
$360K -$47.5K -180 -13%
TWM
2179
Triton Wealth Management
Arizona
$359K -$222K -839 -39%
BCM
2180
Blume Capital Management
California
$359K – – –
STA
2181
Summit Trail Advisors
New York
$359K +$29.3K +111 +10%
ME
2182
McIlrath & Eck
Washington
$358K +$7.4K +28 +2%
AWM
2183
Aries Wealth Management
Maine
$358K +$33K +125 +11%
DL
2184
DOHJ LLC
Washington
$357K – – –
RBCM
2185
Raub Brock Capital Management
California
$357K – – –
BFA
2186
Beacon Financial Advisory
Ohio
$356K +$1.32K +5 +0.4%
MAM
2187
MMA Asset Management
Pennsylvania
$353K +$5.55K +21 +2%
CT
2188
Caldwell Trust
Florida
$352K -$50.2K -190 -14%
CA
2189
Continuum Advisory
Idaho
$352K +$319K +1,206 New
BWA
2190
Beam Wealth Advisors
Louisiana
$351K +$9.77K +37 +3%
LIA
2191
LS Investment Advisors
Michigan
$350K -$4.57M -17,300 -94%
CCM
2192
Compton Capital Management
Rhode Island
$350K -$39.6K -150 -11%
SC
2193
SouthState Corp
Florida
$350K -$18K -68 -5%
CCM
2194
Cox Capital Management
Massachusetts
$350K – – –
CYG
2195
Clean Yield Group
Vermont
$350K +$46.2K +175 +17%
GC
2196
Gruss & Co
Florida
$350K +$317K +1,200 New
ACM
2197
Ativo Capital Management
Illinois
$349K -$18.5K -70 -6%
CIM
2198
Confluence Investment Management
Missouri
$349K – – –
GSBTD
2199
Glenview State Bank Trust Department
Illinois
$347K – – –
MIC
2200
Meridian Investment Counsel
California
$346K -$3.96K -15 -1%
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88
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