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Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1376
Alhambra Investment Management
Florida
$417K -$42.1K -520 -8%
HIC
1377
Holderness Investments Company
North Carolina
$416K -$5.99K -74 -1%
CA
1378
Clearstead Advisors
Ohio
$413K -$54.2K -670 -10%
SW
1379
SkyOak Wealth
Michigan
$413K +$37.5K +464 +8%
SIG
1380
Sargent Investment Group
Maryland
$411K +$37.4K +463 +8%
CCA
1381
Cobblestone Capital Advisors
New York
$410K -$36.4K -450 -7%
BCWM
1382
Blue Chip Wealth Management
Florida
$409K +$127K +1,565 +34%
HCM
1383
Howland Capital Management
Massachusetts
$407K +$5.66K +70 +1%
IC
1384
Intersect Capital
California
$407K +$70.8K +875 +16%
BC
1385
Belmont Capital
California
$406K +$24.3K +300 +5%
BFM
1386
Boston Financial Management
Massachusetts
$404K -$47.2K -584 -9%
PAI
1387
Pittenger & Anderson Inc
Nebraska
$404K – – –
JWA
1388
JFS Wealth Advisors
Pennsylvania
$402K +$37.7K +466 +8%
EW
1389
Evoke Wealth
California
$401K -$58.2K -720 -11%
SI
1390
Scharf Investments
California
$400K -$136K -1,685 -22%
OWA
1391
One Wealth Advisors
California
$400K +$31.6K +391 +7%
EM
1392
Excalibur Management
Massachusetts
$400K +$33.2K +410 +7%
CW
1393
CreativeOne Wealth
Kansas
$400K +$120K +1,480 +32%
AA
1394
Auxano Advisors
Washington
$399K +$491K +6,066 New
AC
1395
Abbrea Capital
California
$396K -$95K -1,175 -16%
GPA
1396
Garrison Point Advisors
California
$396K +$8.09K +100 +2%
MBTD
1397
Mechanics Bank - Trust Department
California
$394K -$732K -9,055 -60%
TSS
1398
Thomas Story & Son
Indiana
$394K – – –
AWE
1399
Avidian Wealth Enterprises
Texas
$394K +$32.2K +398 +7%
WAP
1400
Wealthcare Advisory Partners
Pennsylvania
$393K +$108K +1,330 +29%
54 55
56
57 58