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Name Holding Trade Value Shares
Change 		Change in
Stake
RRA
726
Round Rock Advisors
Connecticut
$377K – – –
TSWM
727
Triangle Securities Wealth Management
North Carolina
$375K – – –
WCM
728
Windward Capital Management
California
$374K -$1.82K -15 -0.5%
MIS
729
Morningstar Investment Services
Illinois
$373K +$13.8K +114 +4%
SC
730
Solstein Capital
California
$373K +$300K +2,475 +566%
ERWM
731
Elk River Wealth Management
Colorado
$371K -$4K -33 -1%
HT
732
Heritage Trust
Oklahoma
$370K +$41.2K +340 +13%
FFM
733
Forum Financial Management
Illinois
$368K -$4.72K -39 -1%
EP
734
Eudaimonia Partners
Tennessee
$368K -$101K -835 -23%
MYAM
735
Meiji Yasuda Asset Management
Japan
$367K -$19.4K -160 -5%
FIM
736
Freedom Investment Management
Connecticut
$366K -$40.7K -336 -11%
IWM
737
IHT Wealth Management
Illinois
$364K -$85.9K -709 -20%
NB
738
NBT Bank
New York
$363K -$13.1K -108 -4%
CGL
739
Clarius Group LLC
Washington
$362K +$2.67K +22 +0.8%
CWM
740
Curi Wealth Management
North Carolina
$362K – – –
GC
741
Grimes & Company
Massachusetts
$360K +$242 +2 +0.1%
PIP
742
Peachtree Investment Partners
Florida
$360K -$484 -4 -0.1%
KA
743
Kintegral Advisory
New York
$355K +$336K +2,770 New
EFS
744
Essex Financial Services
Connecticut
$353K -$2.54K -21 -0.8%
LNC
745
Lincoln National Corp
Pennsylvania
$352K +$1.09K +9 +0.3%
TWM
746
Triton Wealth Management
Arizona
$351K -$97K -801 -23%
TBA
747
Tower Bridge Advisors
Pennsylvania
$348K – – –
DWA
748
Douglass Winthrop Advisors
New York
$345K – – –
HFS
749
Howard Financial Services
Texas
$344K – – –
CI
750
Conning Inc
Connecticut
$338K -$1.09K -9 -0.3%
28 29
30
31 32