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Name Holding Trade Value Shares
Change 		Change in
Stake
LI
1501
LRI Investments
Florida
$86.6K +$80.8K +1,125 New
SFCL
1502
Strengthening Families & Communities LLC
Massachusetts
$86K – – –
TFGT
1503
TS Financial Group (TSFG)
Illinois
$86K +$7.18K +100 +10%
CA
1504
Continuum Advisory
Idaho
$85.5K +$90.3K +1,258 New
FC
1505
Family CFO
California
$81.1K – – –
GFPC
1506
Global Financial Private Client
Florida
$79.5K +$7.68K +107 +11%
BOCH
1507
Blue Owl Capital Holdings
New York
$78.9K +$1.27M +17,731 +287%
HMS
1508
Hanseatic Management Services
New Mexico
$77.3K – – –
AP
1509
Atwood & Palmer
Missouri
$77K – – –
FG
1510
Fairman Group
Pennsylvania
$77K – – –
FRA
1511
Front Row Advisors
California
$77K – – –
LGF
1512
LGT Group Foundation
Liechtenstein
$77K +$71.8K +1,000 New
WBC
1513
West Branch Capital
Massachusetts
$77K +$71.8K +1,000 New
GFL
1514
Granite FO LLC
New Hampshire
$75.8K -$8.61K -120 -10%
HPC
1515
HM Payson & Co
Maine
$75.2K -$10.8K -150 -13%
QL
1516
Quarry LP
New York
$72K +$61.1K +851 +1,013%
CYG
1517
Clean Yield Group
Vermont
$69.3K – – –
SIC
1518
Salem Investment Counselors
North Carolina
$68.4K +$14.4K +200 +29%
VWM
1519
Venturi Wealth Management
Texas
$68.3K -$21.3K -297 -25%
OLVIG
1520
Oliver Lagore Vanvalin Investment Group
Michigan
$67.8K +$21.8K +303 +52%
CAL
1521
Capital Analysts LLC
Pennsylvania
$67K +$6.96K +97 +13%
MCM
1522
Manchester Capital Management
Vermont
$66.1K +$29.9K +416 +94%
ECM
1523
Estabrook Capital Management
New York
$65.8K – – –
MCM
1524
MV Capital Management
Maryland
$65.8K +$55K +766 +870%
NCTC
1525
New Covenant Trust Company
Indiana
$64K +$59.7K +831 New
59 60
61
62 63