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Name Holding Trade Value Shares
Change 		Change in
Stake
ICP
901
Impact Capital Partners
Colorado
$491K +$449K +4,617 New
WA
902
Wealth Architects
California
$490K -$1.26K -13 -0.3%
FUBT
903
First United Bank & Trust
Maryland
$488K +$9.73K +100 +2%
EL
904
Essex LLC
Illinois
$487K – – –
ALAM
905
Asahi Life Asset Management
Japan
$486K +$444K +4,570 New
NA
906
Nautilus Advisors
California
$486K +$444K +4,570 New
GFG
907
Greystone Financial Group
Michigan
$486K +$3.31K +34 +0.8%
BCA
908
Bay Colony Advisors
Massachusetts
$485K -$17.1K -176 -4%
OIA
909
Optimum Investment Advisors
Illinois
$483K +$57.1K +587 +15%
CGL
910
Clarius Group LLC
Washington
$483K -$37.7K -388 -8%
PTP
911
Platform Technology Partners
New York
$482K -$35.9K -369 -8%
CJL
912
Cyrus J. Lawrence
New York
$479K – – –
CIAM
913
Caitong International Asset Management
Hong Kong
$476K +$435K +4,477 New
RFP
914
Root Financial Partners
California
$472K +$67.1K +690 +18%
PA
915
Pinnacle Associates
New York
$470K +$88.2K +907 +26%
CE
916
Cornerstone Enterprises
Wisconsin
$469K -$116K -1,189 -21%
BP
917
Ballentine Partners
Massachusetts
$467K -$77.3K -795 -15%
HIA
918
Harbor Investment Advisory
Maryland
$466K +$23.1K +238 +6%
TC
919
Tacita Capital
Ontario, Canada
$462K +$423K +4,348 New
WWM
920
Whalen Wealth Management
Nevada
$461K +$422K +4,339 New
BWP
921
Barlow Wealth Partners
Kentucky
$461K -$2.43K -25 -0.6%
SWM
922
SeaCrest Wealth Management
New York
$461K -$87.1K -896 -17%
WMWM
923
Whitaker-Myers Wealth Managers
Ohio
$459K +$419K +4,313 New
CAMG
924
CWA Asset Management Group
Florida
$455K +$14.4K +148 +4%
CI
925
Ceera Investments
Texas
$454K – – –
35 36
37
38 39