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Name Holding Trade Value Shares
Change 		Change in
Stake
SCI
1726
S&CO Inc
Massachusetts
$367K – – –
HBT
1727
Hills Bank & Trust
Iowa
$366K -$25.9K -274 -7%
EFG
1728
Everhart Financial Group
Ohio
$366K -$53.2K -564 -13%
6F
1729
626 Financial
Michigan
$366K – – –
JBA
1730
Johnson Bixby & Associates
Washington
$366K – – –
DOA
1731
D'Orazio & Associates
Virginia
$364K +$1.51K +16 +0.4%
BFA
1732
Beaumont Financial Advisors
Massachusetts
$363K -$4.15K -44 -1%
AFM
1733
Abbot Financial Management
Massachusetts
$363K – – –
CLOS
1734
Compagnie Lombard Odier SCmA
Switzerland
$363K +$17.4K +184 +5%
ATC
1735
Adirondack Trust Company
New York
$363K – – –
HIC
1736
Holderness Investments Company
North Carolina
$363K +$661 +7 +0.2%
PG
1737
Pendal Group
Australia
$362K -$139K -1,470 -29%
CPC
1738
Cookson Peirce & Co
Pennsylvania
$361K +$343K +3,635 New
SWA
1739
SOA Wealth Advisors
New York
$361K +$661 +7 +0.2%
FWA
1740
FSM Wealth Advisors
Ohio
$360K +$9.34K +99 +3%
GWM
1741
GSB Wealth Management
Connecticut
$359K +$1.6K +17 +0.5%
FBT
1742
First Bankers Trust
Kentucky
$359K -$8.96K -95 -3%
3IP
1743
3Chopt Investment Partners
Virginia
$358K +$341K +3,612 New
HHGA
1744
Halbert Hargrove Global Advisors
California
$358K +$6.32K +67 +2%
SHGA
1745
Sand Hill Global Advisors
California
$358K +$340K +3,606 New
P
1746
&Partners
Tennessee
$357K – – –
RFWA
1747
RPg Family Wealth Advisory
Massachusetts
$357K -$16.3K -173 -5%
FAFN
1748
First Affirmative Financial Network
Colorado
$357K +$27.2K +288 +9%
JMFC
1749
J.M. Forbes & Co
Massachusetts
$355K – – –
GA
1750
GraniteShares Advisors
New York
$354K -$52.2K -553 -13%
68 69
70
71 72