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Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
1776
ROI Financial Advisors
Oregon
$321K -$151K -1,757 -35%
DLCIG
1777
D.L. Carlson Investment Group
New Hampshire
$320K -$13.4K -156 -5%
ANTB
1778
AMG National Trust Bank
Colorado
$320K -$94.2K -1,098 -25%
WFA
1779
Wellspring Financial Advisors
Ohio
$320K -$142K -1,655 -34%
JLBC
1780
J.L. Bainbridge & Co
Florida
$319K -$102K -1,192 -27%
JWA
1781
JFS Wealth Advisors
Pennsylvania
$319K +$51.6K +602 +23%
KA
1782
Klingman & Associates
New York
$319K +$54.5K +635 +24%
CH
1783
Cromwell Holdings
Wyoming
$319K -$38.8K -452 -12%
WSCM
1784
Wellington Shields Capital Management
New York
$317K – – –
CIS
1785
Continental Investors Services
Washington
$317K +$1.72K +20 +0.6%
TWM
1786
Tolleson Wealth Management
Texas
$315K -$2.32K -27 -0.8%
SW
1787
Solidarity Wealth
Utah
$315K -$892K -10,395 -76%
CMA
1788
Cedar Mountain Advisors
Oregon
$314K +$25.2K +294 +10%
GCM
1789
Gables Capital Management
Florida
$313K +$94.4K +1,100 +52%
PFA
1790
Pure Financial Advisors
California
$313K -$71.1K -829 -21%
SVWAG
1791
Sound View Wealth Advisors Group
Georgia
$313K +$275K +3,210 New
DOA
1792
D'Orazio & Associates
Virginia
$312K -$21.9K -255 -7%
AA
1793
Alta Advisers
United Kingdom
$312K – – –
RTC
1794
Riverview Trust Company
Washington
$312K +$9.01K +105 +3%
BHBT
1795
Burke & Herbert Bank & Trust
Virginia
$310K – – –
EIP
1796
Ellis Investment Partners
Pennsylvania
$309K -$20K -233 -7%
TC
1797
Tacita Capital
Ontario, Canada
$309K – – –
CWM
1798
Centric Wealth Management
Illinois
$308K -$8.58K -100 -3%
EAM
1799
Evanson Asset Management
California
$308K -$17K -198 -6%
TFF
1800
The Family Firm
Maryland
$308K -$36.1K -421 -12%
70 71
72
73 74