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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2751
PBMares Wealth Management
Virginia
$795K +$12.1K +100 +2%
CVM
2752
Cheviot Value Management
California
$792K +$2.42K +20 +0.3%
GFPC
2753
Global Financial Private Client
Florida
$790K -$2.42K -20 -0.4%
PG
2754
Patten Group
Tennessee
$786K +$4.83K +40 +0.7%
BOC
2755
Barbara Oil Co
Illinois
$781K – – –
PSF
2756
Pacific Sun Financial
California
$778K – – –
PPW
2757
Pasadena Private Wealth
California
$775K +$242K +2,000 +55%
HAIM
2758
Hunter Associates Investment Management
Pennsylvania
$772K +$96.6K +800 +17%
RICHC
2759
Renaissance Investment Consultants Holding Company
Pennsylvania
$771K – – –
BMA
2760
Brooks Moore & Associates
Tennessee
$770K -$53.1K -440 -7%
PDM
2761
Penn Davis McFarland
Texas
$770K – – –
FUBT
2762
First United Bank & Trust
Maryland
$770K +$246K +2,040 +58%
FAM
2763
Flaharty Asset Management
Florida
$767K +$19.3K +160 +3%
SCM
2764
Seascape Capital Management
New Hampshire
$764K +$669K +5,540 New
MWPCG
2765
Measured Wealth Private Client Group
New Hampshire
$759K +$164K +1,360 +33%
TCM
2766
Tufton Capital Management
Maryland
$758K +$4.83K +40 +0.7%
PPWM
2767
PFG Private Wealth Management
Florida
$756K +$36.2K +300 +6%
SCM
2768
SOL Capital Management
Maryland
$753K -$258K -2,140 -28%
EFL
2769
ERn Financial LLC
Wisconsin
$753K -$128K -1,060 -16%
CB
2770
Cadence Bank
Mississippi
$753K -$62.8K -520 -9%
PWM
2771
Provident Wealth Management
Tennessee
$750K -$239K -1,980 -27%
SFA
2772
Semmax Financial Advisors
North Carolina
$748K +$77.3K +640 +13%
LF
2773
Lee Financial
Texas
$742K +$336K +2,780 +107%
LWS
2774
Lucia Wealth Services
California
$739K +$2.42K +20 +0.4%
MCM
2775
Maxim Capital Management
California
$736K -$12.1K -100 -2%
109 110
111
112 113