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Name Holding Trade Value Shares
Change 		Change in
Stake
CC
2251
Callan Capital
California
$344K +$329K +8,742 New
BMC
2252
Benin Management Corp
Connecticut
$344K +$11.8K +312 +4%
BFA
2253
BMS Financial Advisors
South Dakota
$344K -$34K -902 -9%
BWA
2254
Beam Wealth Advisors
Louisiana
$343K -$25.8K -685 -7%
KS
2255
Karpas Strategies
Connecticut
$343K +$1.73K +46 +0.5%
DWM
2256
Drive Wealth Management
Utah
$342K -$56.3K -1,494 -15%
JWM
2257
Janiczek Wealth Management
Colorado
$342K +$85.2K +2,261 +38%
AC
2258
Avestar Capital
New York
$342K +$118K +3,138 +57%
BCM
2259
Boltwood Capital Management
California
$341K -$14.1K -375 -4%
IIM
2260
InTrack Investment Management
Vermont
$341K -$176K -4,684 -35%
RF
2261
Resolute Financial
Massachusetts
$341K -$49.5K -1,313 -13%
SCA
2262
Southern Capital Advisors
Tennessee
$340K +$60.4K +1,602 +23%
HG
2263
Harbor Group
New Hampshire
$340K +$904 +24 +0.3%
CCA
2264
Cora Capital Advisors
New Jersey
$340K +$325K +8,618 New
MFWP
2265
Mosaic Family Wealth Partners
Missouri
$339K +$324K +8,595 New
CMP
2266
Coston McIsaac & Partners
Maine
$338K +$44.8K +1,190 +16%
RCG
2267
Rock Creek Group
District of Columbia
$337K +$17.9K +474 +6%
AWC
2268
Adamsbrown Wealth Consultants
Kansas
$337K -$11.9K -317 -4%
RWM
2269
RKL Wealth Management
Pennsylvania
$337K -$78.9K -2,093 -20%
TAM
2270
Taurus Asset Management
New York
$336K +$11K +291 +4%
SRC
2271
Shufro Rose & Co
New York
$336K -$136K -3,598 -30%
PPWM
2272
Paragon Private Wealth Management
Kentucky
$336K +$15.7K +416 +5%
RSVP
2273
Ramsay Stattman Vela & Price
Colorado
$335K +$321K +8,512 New
SWK
2274
Stephen W. Kidder
$335K +$320K +8,506 New
KIA
2275
KLR Investment Advisors
Rhode Island
$335K +$320K +8,493 New
89 90
91
92 93