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Name Holding Trade Value Shares
Change 		Change in
Stake
GL
2576
Graypoint LLC
New York
$445K +$131K +572 +43%
SSG
2577
Summit Securities Group
New York
$445K +$435K +1,902 New
PRWA
2578
Platte River Wealth Advisors
Colorado
$444K – – –
CIM
2579
Confluence Investment Management
Missouri
$442K -$22.6K -99 -5%
WIA
2580
World Investment Advisors
California
$440K +$44.6K +195 +12%
WCAMG
2581
Woodard & Company Asset Management Group
North Carolina
$439K +$229 +1 +0.1%
BG
2582
Benedetti & Gucer
Georgia
$439K +$11.4K +50 +3%
KM
2583
Kalos Management
Georgia
$438K -$26.1K -114 -6%
KA
2584
Klingman & Associates
New York
$438K +$4.34K +19 +1%
FCIM
2585
Fairview Capital Investment Management
California
$435K +$30.6K +134 +8%
AIS
2586
American Investment Services
Massachusetts
$434K -$47.8K -209 -10%
W
2587
Wealthquest
Ohio
$433K +$44.6K +195 +12%
FA
2588
Fountainhead AM
New Jersey
$431K – – –
GWA
2589
GGM Wealth Advisors
Maryland
$430K -$229 -1 -0.1%
TIM
2590
Tortoise Investment Management
New York
$430K – – –
CCA
2591
Catalyst Capital Advisors
New York
$430K +$421K +1,840 New
MAG
2592
MRA Advisory Group
New Jersey
$427K -$444K -1,942 -52%
HH
2593
HWG Holdings
Texas
$427K -$430K -1,883 -51%
KCM
2594
Kanawha Capital Management
Virginia
$427K -$4.8K -21 -1%
TWP
2595
Tempus Wealth Planning
California
$427K – – –
CAM
2596
Crestone Asset Management
Colorado
$426K -$105K -460 -20%
OIM
2597
Oder Investment Management
California
$426K – – –
VC
2598
Veery Capital
Delaware
$426K – – –
MCM
2599
Manchester Capital Management
Vermont
$425K +$20.3K +89 +5%
BWLSA
2600
Blue Water Life Science Advisors
California
$423K – – –
102 103
104
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