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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
2201
Cobblestone Capital Advisors
New York
$352K -$81.4K -2,020 -19%
TFCP
2202
Twin Focus Capital Partners
Massachusetts
$351K – – –
RSVP
2203
Ramsay Stattman Vela & Price
Colorado
$351K – – –
AWM
2204
Affinity Wealth Management
Delaware
$350K – – –
FI
2205
Finivi Inc
Massachusetts
$350K +$14.3K +356 +4%
UFA
2206
US Financial Advisors
Massachusetts
$350K +$342K +8,487 New
WAC
2207
William Allan Corp
Colorado
$350K -$4.43K -110 -1%
TCWA
2208
Turtle Creek Wealth Advisors
Texas
$349K +$49.5K +1,229 +17%
MWP
2209
Meridian Wealth Partners
Pennsylvania
$348K +$340K +8,436 New
AL
2210
Aspiriant LLC
California
$347K -$114K -2,829 -25%
FSCM
2211
Front Street Capital Management
Montana
$347K -$114K -2,828 -25%
TW
2212
TritonPoint Wealth
Maryland
$346K +$17.2K +427 +5%
EIP
2213
Ellis Investment Partners
Pennsylvania
$345K +$17.3K +429 +5%
PSB
2214
Piscataqua Savings Bank
New Hampshire
$345K -$108K -2,685 -24%
HEIP
2215
Hudson Edge Investment Partners
New Jersey
$345K – – –
PFA
2216
Petra Financial Advisors
Colorado
$344K -$1.73K -43 -0.5%
SPA
2217
Shore Point Advisors
New Jersey
$344K -$3.35K -83 -1%
SCG
2218
Sonata Capital Group
Washington
$342K -$1.37K -34 -0.4%
BP
2219
BBR Partners
New York
$342K -$117K -2,903 -26%
SCP
2220
Sivia Capital Partners
California
$342K +$41.1K +1,021 +14%
AGC
2221
Aspen Grove Capital
Colorado
$342K +$3.38K +84 +1%
MCM
2222
MontVue Capital Management
Virginia
$341K +$54.7K +1,356 +20%
S
2223
SimplyRich
California
$340K +$32.7K +812 +11%
BFM
2224
Boston Financial Management
Massachusetts
$340K -$37.6K -932 -10%
OC
2225
Oakworth Capital
Alabama
$340K +$7.74K +192 +2%
87 88
89
90 91