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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
2326
Column Capital Advisors
Indiana
$321K -$305K -5,257 -49%
PMFA
2327
Plante Moran Financial Advisors
Michigan
$321K -$6.57K -113 -2%
LWPC
2328
Legacy Wealth Partners (California)
California
$321K +$313K +5,394 New
RC
2329
RBO & Co
California
$321K +$314K +5,400 New
SPC
2330
Stewart & Patten Company
California
$320K -$36.1K -621 -10%
SA
2331
Stewardship Advisors
Pennsylvania
$320K – – –
SPI
2332
Santori & Peters Inc
Pennsylvania
$319K +$755 +13 +0.2%
APW
2333
Acima Private Wealth
Virginia
$317K – – –
FRM
2334
Fox Run Management
Connecticut
$316K -$127K -2,179 -29%
JIP
2335
JBJ Investment Partners
South Carolina
$316K +$309K +5,315 New
SAM
2336
SP Asset Management
California
$315K +$2.9K +50 +0.9%
ACM
2337
AUA Capital Management
Pennsylvania
$314K +$92.1K +1,586 +43%
MCM
2338
MV Capital Management
Maryland
$313K -$34.7K -597 -10%
PFO
2339
Pathstone Family Office
New Jersey
$312K -$281K -4,840 -48%
PL
2340
Parthenon LLC
Kentucky
$312K -$1.92K -33 -0.6%
BCA
2341
Biltmore Capital Advisors
New Jersey
$311K -$43.7K -752 -13%
RZH
2342
Relyea Zuckerberg Hanson
Connecticut
$311K +$10.3K +178 +3%
SRCM
2343
Swift Run Capital Management
Virginia
$310K – – –
MAA
2344
Mraz Amerine & Associates
California
$309K -$8.71K -150 -3%
WA
2345
Waverly Advisors
Alabama
$308K -$3.43K -59 -1%
PTB
2346
Pioneer Trust Bank
Oregon
$307K – – –
AAMC
2347
Asset Allocation & Management Company
Illinois
$306K – – –
ECM
2348
ExodusPoint Capital Management
New York
$305K -$3.27M -56,326 -92%
SCM
2349
Smith Capital Management
Arkansas
$305K -$125K -2,159 -30%
AMM
2350
American Money Management
California
$305K -$11K -190 -4%
92 93
94
95 96