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Name Holding Trade Value Shares
Change 		Change in
Stake
PIP
726
Peachtree Investment Partners
Florida
$299K -$29.5K -254 -8%
CGL
727
Clarius Group LLC
Washington
$298K +$16.7K +144 +5%
BTI
728
Blue Trust Inc
Georgia
$296K – – –
EFS
729
Essex Financial Services
Connecticut
$296K +$116 +1 +0%
APP
730
Alpha Paradigm Partners
Illinois
$293K +$320K +2,757 New
FMAEN1
731
Fund Management at Engine No 1
California
$291K -$16.5K -142 -5%
LNC
732
Lincoln National Corp
Pennsylvania
$291K +$6.27K +54 +2%
SIA
733
Schechter Investment Advisors
Michigan
$291K +$11.1K +96 +4%
TBA
734
Tower Bridge Advisors
Pennsylvania
$289K – – –
FWA
735
FSM Wealth Advisors
Ohio
$287K +$52.5K +452 +20%
SCM
736
Shelton Capital Management
Colorado
$286K -$9.52K -82 -3%
DWA
737
Douglass Winthrop Advisors
New York
$286K – – –
HFS
738
Howard Financial Services
Texas
$286K – – –
IA
739
IFP Advisors
Florida
$286K +$22.4K +193 +6%
IGGA
740
Iron Gate Global Advisors
Utah
$283K +$1.28K +11 +0.4%
CI
741
Conning Inc
Connecticut
$282K -$29.3K -252 -9%
BCM
742
Bayesian Capital Management
New York
$282K +$308K +2,651 New
BBHC
743
Brown Brothers Harriman & Co
New York
$280K -$30.3K -261 -9%
BAG
744
Briggs Advisory Group
Rhode Island
$279K – – –
WTB
745
Washington Trust Bank
Washington
$279K – – –
JIC
746
Joel Isaacson & Co
New York
$278K – – –
TFF
747
The Family Firm
Maryland
$278K +$232 +2 +0.1%
CCIA
748
Cherry Creek Investment Advisors
Colorado
$278K +$1.39K +12 +0.5%
BIAS
749
Beacon Investment Advisory Services
New Jersey
$276K – – –
SA
750
SRH Advisors
Kansas
$275K – – –
28 29
30
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