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Name Holding Trade Value Shares
Change 		Change in
Stake
VF
1726
Vista Finance
Missouri
$846K +$28.3K +110 +3%
GD
1727
Grandfield & Dodd
New York
$846K +$92.5K +360 +12%
TGAM
1728
TBH Global Asset Management
Tennessee
$845K +$278K +1,081 +47%
CBA
1729
Coastal Bridge Advisors
Connecticut
$840K +$88.6K +345 +11%
KCFA
1730
Key Client Fiduciary Advisors
New Jersey
$835K +$9.25K +36 +1%
CCA
1731
Catalyst Capital Advisors
New York
$830K -$90.4K -352 -10%
EIA
1732
Eldridge Investment Advisors
New Hampshire
$830K +$77.1K +300 +10%
AIM
1733
Acropolis Investment Management
Missouri
$830K +$8.22K +32 +1%
SWS
1734
SYSTM Wealth Solutions
Illinois
$824K +$136K +529 +19%
AC
1735
Apella Capital
Connecticut
$823K -$39K -152 -4%
CFG
1736
Carr Financial Group
Massachusetts
$823K +$33.1K +129 +4%
EWA
1737
Evolution Wealth Advisors
Florida
$822K +$26.7K +104 +3%
MWA
1738
Monograph Wealth Advisors
California
$821K – – –
BWM
1739
Biltmore Wealth Management
Arizona
$818K +$98.9K +385 +13%
AP
1740
Appleton Partners
Massachusetts
$816K -$4.88K -19 -0.6%
WA
1741
WP Advisors
California
$813K -$84.8K -330 -9%
FCB
1742
First County Bank
Connecticut
$813K +$93.8K +365 +13%
CAM
1743
Columbia Asset Management
Michigan
$812K +$5.39K +21 +0.7%
HGERS
1744
Householder Group Estate & Retirement Specialist
Arizona
$811K +$833K +3,242 New
JWBC
1745
J.W. Burns & Co
New York
$810K -$4.62K -18 -0.6%
PAWA
1746
Palo Alto Wealth Advisors
California
$810K +$77.1K +300 +10%
BFA
1747
Beaumont Financial Advisors
Massachusetts
$808K +$154K +599 +23%
FI
1748
Financial Insights
Washington
$807K -$77.1K -300 -7%
RWI
1749
Red Wave Investments
Pennsylvania
$807K – – –
MFG
1750
MidWestOne Financial Group
Iowa
$804K -$180K -699 -18%
68 69
70
71 72