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Name Holding Trade Value Shares
Change 		Change in
Stake
HTHT
2176
Hemenway Trust Hemenway Trust
New Hampshire
$556K -$68.8K -1,318 -11%
BBWA
2177
Bell & Brown Wealth Advisors
California
$556K +$43.1K +826 +9%
MA
2178
Mezzasalma Advisors
New Jersey
$555K +$9.96K +191 +2%
PCM
2179
Prelude Capital Management
New York
$555K +$558K +10,688 New
DDC
2180
DF Dent & Co
Maryland
$554K -$140K -2,689 -20%
JPMIA
2181
J.P. Marvel Investment Advisors
Massachusetts
$554K – – –
RFA
2182
Resurgent Financial Advisors
Georgia
$553K +$555K +10,637 New
BFS
2183
Bickling Financial Services
Massachusetts
$551K +$730 +14 +0.1%
LIA
2184
LS Investment Advisors
Michigan
$550K -$252K -4,821 -31%
RCA
2185
Reitz Capital Advisors
Michigan
$550K +$10.2K +195 +2%
CF
2186
Copperwynd Financial
Arizona
$550K +$46.9K +898 +9%
HCM
2187
Highlander Capital Management
New Jersey
$549K -$5.22K -100 -0.9%
KFP
2188
KB Financial Partners
New Jersey
$548K +$75.5K +1,448 +16%
TW
2189
Transform Wealth
Colorado
$544K -$1.78M -34,205 -77%
APG
2190
Abacus Planning Group
South Carolina
$544K -$9.5K -182 -2%
GPA
2191
Guerra Pan Advisors
New Jersey
$544K +$546K +10,462 New
CFA
2192
Capstone Financial Advisors
Illinois
$543K -$28.6K -549 -5%
BLAM
2193
Bourne Lent Asset Management
New York
$541K -$15.7K -300 -3%
PWPS
2194
Pinnacle Wealth Planning Services
Ohio
$540K -$435K -8,347 -45%
FC
2195
Financial Consulate
Maryland
$540K -$35.5K -680 -6%
F
2196
F3Logic
Minnesota
$538K -$97K -1,859 -15%
RCG
2197
Rock Creek Group
District of Columbia
$536K -$165K -3,162 -23%
CPWA
2198
Cerro Pacific Wealth Advisors
California
$536K -$151K -2,895 -22%
CWM
2199
Calamos Wealth Management
Illinois
$536K -$35.2K -674 -6%
SFG
2200
StrategIQ Financial Group
Indiana
$536K -$6.47K -124 -1%
86 87
88
89 90