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Name Holding Trade Value Shares
Change 		Change in
Stake
YIA
1501
YHB Investment Advisors
Connecticut
$490K +$3K +29 +0.6%
SCM
1502
Stordahl Capital Management
Colorado
$489K +$620 +6 +0.1%
ISFAN
1503
Investor's Fiduciary Advisor Network
Washington
$488K -$167K -1,619 -25%
XWM
1504
Xcel Wealth Management
Florida
$486K +$19.5K +189 +4%
DTC
1505
Davidson Trust Company
Washington
$486K +$102K +985 +25%
BCM
1506
Bourgeon Capital Management
Connecticut
$486K +$1.96K +19 +0.4%
RW
1507
Rede Wealth
Virginia
$486K – – –
AL
1508
Aspiriant LLC
California
$486K +$31.5K +305 +7%
FFO
1509
Fiduciary Family Office
Florida
$485K +$511K +4,946 New
DWM
1510
Destination Wealth Management
California
$485K +$6.1K +59 +1%
PF
1511
Parker Financial
Washington
$483K -$1.86K -18 -0.4%
AIP
1512
Arrowpoint Investment Partners
Singapore
$483K +$509K +4,920 New
CB
1513
CNB Bank
Pennsylvania
$482K -$174K -1,681 -25%
LRIA
1514
Leonard Rickey Investment Advisors
Washington
$481K -$135K -1,306 -19%
AWP
1515
Ascent Wealth Partners
New York
$479K +$207K +2,000 +69%
LCS
1516
Levin Capital Strategies
New York
$479K – – –
AW
1517
Alaethes Wealth
Nevada
$478K +$20.1K +194 +4%
FCG
1518
Fielder Capital Group
Tennessee
$478K -$724 -7 -0.1%
GS
1519
Gagnon Securities
New York
$478K -$389K -3,761 -44%
PCA
1520
Pallas Capital Advisors
Massachusetts
$478K +$251K +2,428 +99%
PP
1521
Patten & Patten
Tennessee
$477K -$10.3K -100 -2%
EWM
1522
Elmwood Wealth Management
California
$477K -$10.3K -100 -2%
MKA
1523
M. Kulyk & Associates
Georgia
$477K +$38.8K +375 +8%
SFS
1524
Stiles Financial Services
Minnesota
$474K +$1.34K +13 +0.3%
EFA
1525
Evernest Financial Advisors
Indiana
$472K +$8.68K +84 +2%
59 60
61
62 63