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Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
1451
CIM Investment Management
Pennsylvania
$736K -$4.33K -37 -0.6%
BFM
1452
Boston Financial Management
Massachusetts
$735K +$135K +1,150 +21%
BEAM
1453
Baker Ellis Asset Management
Washington
$734K – – –
RIA
1454
Regal Investment Advisors
Michigan
$734K +$1.41K +12 +0.2%
SIA
1455
Soltis Investment Advisors
Utah
$733K +$49.3K +421 +7%
ECA
1456
Elevated Capital Advisors
Utah
$731K +$776K +6,628 New
BCM
1457
Blume Capital Management
California
$728K – – –
DBIA
1458
Dumont & Blake Investment Advisors
New Jersey
$728K +$5.85K +50 +0.8%
WKWM
1459
Walter & Keenan Wealth Management
Indiana
$723K -$108K -924 -12%
WA
1460
WP Advisors
California
$723K +$2.93K +25 +0.4%
GSWM
1461
Golden State Wealth Management
California
$723K +$12.4K +106 +2%
BFO
1462
Boston Family Office
Massachusetts
$723K +$73.3K +626 +11%
SAG
1463
Spotlight Asset Group
Illinois
$722K -$394K -3,361 -34%
IWA
1464
Inspirion Wealth Advisors
Illinois
$717K – – –
CCA
1465
Cobblestone Capital Advisors
New York
$716K -$9.02K -77 -1%
XF
1466
XML Financial
Maryland
$716K +$75.1K +641 +11%
GIA
1467
GHP Investment Advisors
Colorado
$715K +$1.41K +12 +0.2%
TA
1468
TFG Advisers
Michigan
$714K +$10.3K +88 +1%
SCI
1469
Stableford Capital II
Arizona
$709K -$18.7K -160 -2%
NB
1470
NBT Bank
New York
$703K – – –
BBNA
1471
Bremer Bank National Association
Minnesota
$702K -$43.8K -374 -6%
FFS
1472
Founders Financial Securities
Maryland
$702K -$4.45K -38 -0.6%
EN1L
1473
Engine No 1 LLC
California
$702K +$305K +2,602 +69%
GPA
1474
Garrison Point Advisors
California
$701K +$14.1K +120 +2%
XT
1475
XTX Topco
Cayman Islands
$700K +$445K +3,803 +149%
57 58
59
60 61