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Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
2851
Boulder Wealth Advisors
Colorado
$232K -$74.6K -327 -27%
HWM
2852
Heirloom Wealth Management
Colorado
$232K +$202K +885 New
MAM
2853
McLean Asset Management
Virginia
$231K -$31.5K -138 -13%
RT
2854
Rockland Trust
Massachusetts
$230K +$201K +881 New
MIC
2855
Meridian Investment Counsel
California
$230K +$201K +880 New
T
2856
TrueFG
Texas
$230K +$200K +878 New
FCM
2857
Fogel Capital Management
Florida
$229K +$200K +877 New
FNBOMD
2858
First National Bank of Mount Dora
Florida
$229K +$200K +875 New
OPCM
2859
Osborne Partners Capital Management
California
$229K +$200K +875 New
4WM
2860
44 Wealth Management
Oregon
$228K +$244K +1,068 New
CAM
2861
Creekmur Asset Management
Illinois
$228K -$4.11K -18 -2%
WTB
2862
Washington Trust Bank
Washington
$227K +$197K +866 New
BSB
2863
Bangor Savings Bank
Maine
$226K -$46.8K -205 -19%
UWM
2864
USAdvisors Wealth Management
Minnesota
$226K +$199K +871 New
EWA
2865
Emergent Wealth Advisors
New York
$226K +$197K +862 New
PGIM
2866
Pacific Global Investment Management
California
$225K +$196K +861 New
FWMM
2867
Foundation Wealth Management (Missouri)
Missouri
$225K +$196K +860 New
SC
2868
Saybrook Capital
North Carolina
$225K +$196K +860 New
HTIM
2869
Harbour Trust & Investment Management
Indiana
$225K +$196K +859 New
BF
2870
Brooklyn FI
New York
$224K +$195K +857 New
TAM
2871
TCP Asset Management
Ohio
$224K +$195K +857 New
SRWM
2872
Shira Ridge Wealth Management
California
$224K +$195K +855 New
GOCP
2873
Great Oak Capital Partners
Massachusetts
$224K +$204K +894 New
SCA
2874
Sippican Capital Advisors
Massachusetts
$223K +$195K +854 New
KBFS
2875
Kohmann Bosshard Financial Services
Ohio
$223K +$195K +853 New
113 114
115
116 117