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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1776
Capital Advantage
California
$292K -$101 -1 -0%
SG
1777
Sienna Gestion
France
$292K +$279K +2,774 New
SIC
1778
Samalin Investment Counsel
New York
$291K -$38K -377 -12%
JA
1779
JVL Associates
Michigan
$291K -$403 -4 -0.1%
CT
1780
Caldwell Trust
Florida
$290K – – –
JC
1781
JB Capital
Connecticut
$289K +$2.22K +22 +0.8%
LCM
1782
Liberty Capital Management
Michigan
$289K +$285K +2,829 New
FCB
1783
First County Bank
Connecticut
$289K +$4.03K +40 +1%
OCG
1784
Opus Capital Group
Ohio
$289K -$16.1K -160 -5%
ALA
1785
Atlas Legacy Advisors
California
$288K +$290K +2,875 New
BCA
1786
Bay Colony Advisors
Massachusetts
$287K +$56.3K +559 +25%
RLH
1787
RD Lewis Holdings
Florida
$287K -$35.8K -355 -12%
IMT
1788
Investment Management Trust
Massachusetts
$287K +$1.71K +17 +0.6%
JLBC
1789
J.L. Bainbridge & Co
Florida
$286K -$604 -6 -0.2%
FWA
1790
FSM Wealth Advisors
Ohio
$286K +$16.8K +167 +6%
SFG
1791
Strive Financial Group
Indiana
$286K -$25K -248 -8%
DWM
1792
Ducere Wealth Management
California
$286K +$17.5K +174 +7%
SWM
1793
Silverlake Wealth Management
Vermont
$285K +$9.97K +99 +4%
TAFW
1794
Tred Avon Family Wealth
Maryland
$285K – – –
SHFA
1795
SC&H Financial Advisors
Maryland
$285K – – –
WAM
1796
Wernau Asset Management
Massachusetts
$285K +$13.8K +137 +5%
SIM
1797
Studio Investment Management
Illinois
$284K -$2.42K -24 -0.9%
VFM
1798
Vision Financial Markets
Connecticut
$284K -$10.1K -100 -3%
BFG
1799
Beto Financial Group
Idaho
$283K +$3.83K +38 +1%
WAOI
1800
Wealth Advisors of Iowa
Iowa
$282K – – –
70 71
72
73 74