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Name Holding Trade Value Shares
Change 		Change in
Stake
APP
2376
Alpha Paradigm Partners
Illinois
$611K +$602K +2,862 +13,009%
T
2377
TrueFG
Texas
$610K – – –
GAM
2378
Gould Asset Management
California
$609K -$4.21K -20 -0.7%
EI
2379
Ellevest Inc
New York
$608K -$11.4K -54 -2%
CTFG
2380
Capstone Triton Financial Group
Oklahoma
$607K -$27.4K -130 -4%
CWAF
2381
Core Wealth Advisors (Florida)
Florida
$607K +$43.4K +206 +8%
TF
2382
TRH Financial
Iowa
$603K +$48.2K +229 +9%
JG
2383
Jefferies Group
New York
$601K -$300K -1,425 -33%
SPC
2384
Stewart & Patten Company
California
$600K -$89.5K -425 -13%
PHAM
2385
Palisades Hudson Asset Management
Florida
$600K – – –
GSIS
2386
Global Strategic Investment Solutions
Arizona
$598K -$170K -806 -22%
NJBEST
2387
New Jersey Better Educational Savings Trust
New Jersey
$595K -$196K -930 -25%
ACA
2388
Anchor Capital Advisors
Massachusetts
$593K – – –
ESBC
2389
E.S. Barr & Co
Kentucky
$593K +$6.32K +30 +1%
CBTWT
2390
Community Bank & Trust (Waco, Texas)
Texas
$592K +$21K +100 +4%
PC
2391
Permanens Capital
New York
$592K +$72K +342 +14%
IIC
2392
Integrated Investment Consultants
Michigan
$588K -$16K -76 -3%
TCM
2393
Tufton Capital Management
Maryland
$586K -$22.7K -108 -4%
CCMD
2394
Cypress Capital Management (Delaware)
Delaware
$585K – – –
GC
2395
Garde Capital
Washington
$585K – – –
FPF
2396
First Pacific Financial
Washington
$585K +$149K +709 +35%
LWP
2397
Lumature Wealth Partners
Georgia
$585K +$582K +2,765 New
NFSG
2398
Newbridge Financial Services Group
Florida
$583K +$62.9K +299 +12%
CWA
2399
Clarus Wealth Advisors
Arizona
$578K -$20.2K -96 -4%
ERWM
2400
Elk River Wealth Management
Colorado
$578K – – –
94 95
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