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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1026
Marathon Capital Management
Maryland
$219K +$185K +1,500 New
RSWM
1027
Robertson Stephens Wealth Management
California
$219K +$185K +1,500 New
SC
1028
Saturna Capital
Washington
$219K +$185K +1,500 New
STB
1029
S&T Bank
Pennsylvania
$219K +$185K +1,500 New
WHG
1030
Westwood Holdings Group
Texas
$219K +$185K +1,500 New
TA
1031
Tiedemann Advisors
New York
$218K +$185K +1,500 New
LF
1032
LifeSteps Financial
California
$216K +$182K +1,480 New
SG
1033
Strid Group
Pennsylvania
$214K -$45.6K -370 -20%
EW
1034
Evoke Wealth
California
$213K +$155K +1,260 +630%
WT
1035
Whittier Trust
California
$212K -$118K -960 -40%
TC
1036
Truvestments Capital
Florida
$212K -$7.39K -60 -4%
EDRH
1037
Edmond de Rothschild Holding
Switzerland
$212K +$22.2K +180 +14%
LA
1038
LexAurum Advisors
Kansas
$212K +$179K +1,450 New
OAM
1039
Occidental Asset Management
California
$212K +$179K +1,450 New
IIA
1040
IPG Investment Advisors
California
$212K +$179K +1,450 New
PG
1041
Prostatis Group
Maryland
$212K +$179K +1,450 New
OCM
1042
Orion Capital Management
California
$210K – – –
BFIM
1043
Beese Fulmer Investment Management
Ohio
$209K +$176K +1,430 New
HIC
1044
Holderness Investments Company
North Carolina
$209K +$176K +1,430 New
SBL
1045
Sargent Bickham Lagudis
Colorado
$207K – – –
ACG
1046
Allen Capital Group
Nebraska
$206K +$174K +1,410 New
HW
1047
Hancock Whitney
Mississippi
$206K +$174K +1,410 New
TPCW
1048
TD Private Client Wealth
New York
$206K +$69K +560 +66%
TIM
1049
Tortoise Investment Management
New York
$205K – – –
PMA
1050
Prudent Man Advisors
Illinois
$205K +$173K +1,400 New
40 41
42
43 44