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Name Holding Trade Value Shares
Change 		Change in
Stake
SHFA
2476
SC&H Financial Advisors
Maryland
$376K -$54.1K -1,021 -12%
TFM
2477
TFC Financial Management
Massachusetts
$376K +$18.4K +347 +5%
PCMC
2478
Private Capital Management (Colorado)
Colorado
$375K -$30.6K -577 -7%
GDP
2479
Great Diamond Partners
Maine
$374K +$73.8K +1,394 +23%
NF
2480
Norwood Financial
Pennsylvania
$372K – – –
PGWM
2481
Pitti Group Wealth Management
New York
$372K +$318 +6 +0.1%
BA
2482
Bluesphere Advisors
Pennsylvania
$371K – – –
AT
2483
Arvest Trust
Oklahoma
$371K +$50.2K +947 +15%
CCM
2484
Crew Capital Management
Ohio
$370K +$7.95K +150 +2%
CCA
2485
Column Capital Advisors
Indiana
$369K -$135K -2,550 -26%
SRC
2486
Sage Rhino Capital
California
$369K -$9.06K -171 -2%
SWP
2487
ShoreHaven Wealth Partners
New Jersey
$369K +$1.27K +24 +0.3%
AC
2488
Apella Capital
Connecticut
$369K +$103K +1,943 +37%
AR
2489
Advisory Research
Illinois
$368K – – –
LCM
2490
LCM Capital Management
Illinois
$367K +$16.7K +315 +5%
CFA
2491
Compass Financial Advisors
Indiana
$366K +$94.8K +1,789 +33%
TCM
2492
Tandem Capital Management
New Jersey
$365K +$1.85K +35 +0.5%
AWM
2493
Aberdeen Wealth Management
Illinois
$364K – – –
LC
2494
Landaas & Company
Wisconsin
$364K – – –
FAT
2495
First American Trust
California
$364K +$32K +605 +9%
TPWM
2496
Twelve Points Wealth Management
Massachusetts
$362K -$16.8K -317 -4%
BO
2497
BRR OpCo
Ohio
$361K +$22.7K +428 +6%
WA
2498
WP Advisors
California
$360K -$84.3K -1,591 -18%
WAM
2499
Walker Asset Management
Missouri
$360K +$11.9K +224 +3%
CWM
2500
Connecticut Wealth Management
Connecticut
$360K +$38.1K +720 +11%
98 99
100
101 102