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Name Holding Trade Value Shares
Change 		Change in
Stake
WOC
1526
West Oak Capital
California
$394K +$12.9K +62 +3%
KWMG
1527
King Wealth Management Group
Florida
$393K – – –
EBSAM
1528
Eubel Brady & Suttman Asset Management
Ohio
$393K +$2.29K +11 +0.6%
WG
1529
Welch Group
Alabama
$393K – – –
FFA
1530
Fi3 Financial Advisors
Indiana
$392K -$5.82K -28 -1%
EFG
1531
Everhart Financial Group
Ohio
$390K +$51.3K +247 +16%
RBFC
1532
Roman Butler Fullerton & Co
Missouri
$389K -$1.1M -5,286 -73%
RHP
1533
Royal Harbor Partners
Texas
$389K – – –
CIC
1534
Cutler Investment Counsel
Oregon
$388K +$379K +1,826 New
MCM
1535
Morton Capital Management
California
$388K -$95K -457 -20%
EWM
1536
Executive Wealth Management
Michigan
$387K -$13.5K -65 -3%
CIC
1537
Cornercap Investment Counsel
Georgia
$387K -$122K -585 -24%
APWM
1538
Atlas Private Wealth Management
New York
$386K +$17.9K +86 +5%
FC
1539
Forte Capital
New York
$384K +$4.16K +20 +1%
SC
1540
SouthState Corp
Florida
$384K – – –
STA
1541
Summit Trail Advisors
New York
$383K +$375K +1,805 New
MFG
1542
Monte Financial Group
Connecticut
$383K -$349K -1,681 -48%
NFGCM
1543
Norman Fields Gottscho Capital Management
New York
$382K – – –
RTC
1544
Riverview Trust Company
Washington
$382K – – –
WA
1545
Wealth Alliance
New York
$380K -$118K -570 -24%
SIAP
1546
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$380K +$41.6K +200 +13%
CCM
1547
Carlson Capital Management
Minnesota
$380K +$10.6K +51 +3%
MTWM
1548
Masso Torrence Wealth Management
New Jersey
$380K – – –
PFM
1549
Parsec Financial Management
North Carolina
$380K +$5.4K +26 +1%
BIC
1550
Beach Investment Counsel
Pennsylvania
$380K – – –
60 61
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63 64