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Name Holding Trade Value Shares
Change 		Change in
Stake
SCI
2251
S&CO Inc
Massachusetts
$806K – – –
BWP
2252
BSW Wealth Partners
Colorado
$806K +$3.28K +14 +0.4%
MSS
2253
Mitchell Sinkler & Starr
Pennsylvania
$806K +$32.1K +137 +4%
BW
2254
Bison Wealth
Georgia
$805K -$310K -1,324 -27%
GWS
2255
Glassman Wealth Services
Virginia
$805K +$38K +162 +5%
PIM
2256
Perpetual Investment Management
Australia
$805K +$247K +1,054 +41%
CMO
2257
Covenant Multifamily Offices
Texas
$804K +$15.7K +67 +2%
RC
2258
Rinet Company
Massachusetts
$804K +$611K +2,607 +261%
APW
2259
Austin Private Wealth
Texas
$803K +$7.97K +34 +1%
HG
2260
Harbor Group
New Hampshire
$802K – – –
I
2261
INVST
Indiana
$801K -$12K -51 -1%
LWM
2262
Liberty Wealth Management
California
$801K +$133K +569 +19%
BO
2263
BRR OpCo
Ohio
$798K -$70.8K -302 -8%
PWM
2264
PBMares Wealth Management
Virginia
$798K +$5.86K +25 +0.7%
BWA
2265
BDO Wealth Advisors
Florida
$798K +$36.3K +155 +5%
TCOT
2266
Trust Company of Toledo
Ohio
$796K +$482K +2,056 +135%
SIM
2267
SSI Investment Management
California
$792K – – –
DPI
2268
Diversified Portfolios Inc
Michigan
$789K -$58.6K -250 -7%
SFG
2269
Sovereign Financial Group
Connecticut
$789K +$59.6K +254 +8%
DWM
2270
Dorchester Wealth Management
Quebec, Canada
$787K -$230K -982 -22%
FP
2271
Foundry Partners
Minnesota
$787K -$159K -680 -16%
TCM
2272
Tufton Capital Management
Maryland
$787K -$4.22K -18 -0.5%
ECM
2273
Elgethun Capital Management
South Dakota
$787K +$1.17K +5 +0.1%
PP
2274
PDS Planning
Ohio
$785K +$19.2K +82 +2%
CC
2275
Caxton Corporation
New Jersey
$783K -$703 -3 -0.1%
89 90
91
92 93