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Name Holding Trade Value Shares
Change 		Change in
Stake
BAAM
2201
Baker Avenue Asset Management
California
$355K +$347K +8,602 New
CC
2202
Cadinha & Co
Hawaii
$354K -$9.15K -227 -3%
MLFP
2203
MPS Loria Financial Planners
Illinois
$353K -$15.4K -382 -4%
CCA
2204
Cobblestone Capital Advisors
New York
$352K -$81.4K -2,020 -19%
TFCP
2205
Twin Focus Capital Partners
Massachusetts
$351K – – –
RSVP
2206
Ramsay Stattman Vela & Price
Colorado
$351K – – –
AWM
2207
Affinity Wealth Management
Delaware
$350K – – –
FI
2208
Finivi Inc
Massachusetts
$350K +$14.3K +356 +4%
UFA
2209
US Financial Advisors
Massachusetts
$350K +$342K +8,487 New
WAC
2210
William Allan Corp
Colorado
$350K -$4.43K -110 -1%
TCWA
2211
Turtle Creek Wealth Advisors
Texas
$349K +$49.5K +1,229 +17%
MWP
2212
Meridian Wealth Partners
Pennsylvania
$348K +$340K +8,436 New
AL
2213
Aspiriant LLC
California
$347K -$114K -2,829 -25%
FSCM
2214
Front Street Capital Management
Montana
$347K -$114K -2,828 -25%
TW
2215
TritonPoint Wealth
Maryland
$346K +$17.2K +427 +5%
EIP
2216
Ellis Investment Partners
Pennsylvania
$345K +$17.3K +429 +5%
PSB
2217
Piscataqua Savings Bank
New Hampshire
$345K -$108K -2,685 -24%
HEIP
2218
Hudson Edge Investment Partners
New Jersey
$345K – – –
PFA
2219
Petra Financial Advisors
Colorado
$344K -$1.73K -43 -0.5%
SPA
2220
Shore Point Advisors
New Jersey
$344K -$3.35K -83 -1%
SCG
2221
Sonata Capital Group
Washington
$342K -$1.37K -34 -0.4%
BP
2222
BBR Partners
New York
$342K -$117K -2,903 -26%
SCP
2223
Sivia Capital Partners
California
$342K +$41.1K +1,021 +14%
AGC
2224
Aspen Grove Capital
Colorado
$342K +$3.38K +84 +1%
MCM
2225
MontVue Capital Management
Virginia
$341K +$54.7K +1,356 +20%
87 88
89
90 91