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Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1876
Grace Capital
Massachusetts
$71K +$65.8K +825 New
CYG
1877
Clean Yield Group
Vermont
$70K -$3.19K -40 -5%
TIM
1878
Tortoise Investment Management
New York
$68K -$3.59K -45 -5%
MRCM
1879
M&R Capital Management
New Jersey
$68K – – –
BWA
1880
BDO Wealth Advisors
Florida
$66K +$3.75K +47 +6%
AA
1881
Advisory Alpha
Michigan
$65K +$58.9K +739 New
SFG
1882
Sowa Financial Group
Rhode Island
$64K – – –
AW
1883
Avion Wealth
Texas
$64K +$4.31K +54 +8%
RWA
1884
Ropes Wealth Advisors
Massachusetts
$63K -$4.95K -62 -8%
SLF
1885
Sun Life Financial
Ontario, Canada
$60K -$319 -4 -0.6%
RCC
1886
Red Cedar Capital
Nebraska
$60K – – –
CPW
1887
Catalyst Private Wealth
California
$59K +$55K +690 New
SL
1888
Savior LLC
Massachusetts
$58K -$7.1K -89 -12%
TFO
1889
Tarbox Family Office
California
$58K +$4.71K +59 +10%
CFN
1890
Cordasco Financial Network
Florida
$57K – – –
CTB
1891
Country Trust Bank
Illinois
$57K +$7.98K +100 +18%
SCM
1892
Stumpf Capital Management
Arizona
$56K +$51.8K +650 New
LFG
1893
Larson Financial Group
Missouri
$55K -$9.17K -115 -15%
CAL
1894
Capital Advisors Ltd
Ohio
$54K – – –
HL
1895
Harding Loevner
New Jersey
$50K +$46.1K +578 New
BSG
1896
Black Swift Group
Colorado
$49K -$154K -1,925 -77%
LWA
1897
Lowe Wealth Advisors
Maryland
$49K -$8.77K -110 -16%
HI
1898
Hudock Inc
Pennsylvania
$49K +$2.15K +27 +5%
CCM
1899
Cribstone Capital Management
Maine
$48K -$25.8K -324 -37%
FGA
1900
Fortis Group Advisors
New Jersey
$48K +$44.7K +560 New
74 75
76
77 78