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Name Holding Trade Value Shares
Change 		Change in
Stake
WSTAM
1151
Wilbanks Smith & Thomas Asset Management
Virginia
$952K +$60.7K +715 +7%
PMA
1152
Prudent Man Advisors
Illinois
$947K +$10.3K +121 +1%
BFM
1153
Boothbay Fund Management
New York
$945K -$158K -1,864 -14%
MIP
1154
Marietta Investment Partners
Wisconsin
$944K – – –
TH
1155
TCTC Holdings
Texas
$944K +$18.7K +220 +2%
YIA
1156
YHB Investment Advisors
Connecticut
$943K -$40K -471 -4%
EWM
1157
Executive Wealth Management
Michigan
$942K -$863K -10,161 -92%
MFS
1158
Madrona Financial Services
Washington
$942K -$6.37K -75 -0.7%
CF
1159
Centaurus Financial
California
$941K +$338K +3,976 +55%
DBIA
1160
Dumont & Blake Investment Advisors
New Jersey
$936K +$3.14K +37 +0.3%
JWM
1161
JGP Wealth Management
Oregon
$936K +$109K +1,285 +14%
TA
1162
Tiedemann Advisors
New York
$930K -$35.3K -415 -4%
PCM
1163
PenderFund Capital Management
British Columbia, Canada
$930K – – –
FMAEN1
1164
Fund Management at Engine No 1
California
$929K -$46.6K -549 -5%
CCMD
1165
Cypress Capital Management (Delaware)
Delaware
$927K -$12.7K -150 -1%
EWM
1166
Endurance Wealth Management
Rhode Island
$918K -$140K -1,643 -13%
MCM
1167
Mengis Capital Management
Oregon
$918K -$28.2K -332 -3%
WIM
1168
WealthPlan Investment Management
Nebraska
$916K +$764K +8,992 New
EWM
1169
Elmwood Wealth Management
California
$913K -$21.7K -255 -2%
FPAS
1170
Focus Partners Advisor Solutions
Missouri
$913K +$280K +3,292 +44%
HWP
1171
Highline Wealth Partners
California
$910K +$918K +10,805 New
IP
1172
Intellectus Partners
California
$908K +$170 +2 +0%
MS
1173
Marshall & Sullivan
Washington
$905K -$67.4K -793 -7%
BIA
1174
Bigelow Investment Advisors
Maine
$904K +$12.2K +144 +1%
BWP
1175
BSW Wealth Partners
Colorado
$903K +$54.9K +646 +6%
45 46
47
48 49