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Name Holding Trade Value Shares
Change 		Change in
Stake
FMWA
1701
Forvis Mazars Wealth Advisors
Missouri
$319K +$21.5K +89 +7%
LOAMS
1702
Lombard Odier Asset Management (Switzerland)
Switzerland
$319K +$54.4K +225 +20%
CCM
1703
CAAS Capital Management
New York
$317K -$14.7M -60,800 -98%
ESBC
1704
E.S. Barr & Co
Kentucky
$317K -$15.7K -65 -5%
BIA
1705
Barry Investment Advisors
Massachusetts
$317K -$2.42K -10 -0.8%
GWM
1706
Gitterman Wealth Management
New Jersey
$317K – – –
MAA
1707
Matrix Asset Advisors
New York
$317K – – –
HIM
1708
Harbour Investment Management
Washington
$316K – – –
PCAP
1709
Pratt Collard Advisory Partners
New York
$315K -$1.45K -6 -0.5%
CWA
1710
Canvas Wealth Advisors
Kansas
$313K +$316K +1,305 New
MCWS
1711
McKinley Carter Wealth Services
West Virginia
$311K -$484 -2 -0.2%
BRM
1712
Boston Research & Management
Massachusetts
$311K – – –
WP
1713
Wedgewood Partners
Missouri
$311K – – –
MSA
1714
Marino Stram & Associates
Massachusetts
$310K -$1.11M -4,581 -78%
YWP
1715
YorkBridge Wealth Partners
New York
$310K – – –
BEAM
1716
Baker Ellis Asset Management
Washington
$308K -$12.1K -50 -4%
SWMG
1717
Strategic Wealth Management Group
Maryland
$308K -$10.9K -45 -3%
DC
1718
DeDora Capital
California
$308K – – –
PA
1719
Perennial Advisors
New York
$308K – – –
AI
1720
Accredited Investors
Minnesota
$306K -$42.1K -174 -12%
AL
1721
ADE LLC
Maryland
$305K – – –
PWP
1722
Personal Wealth Partners
Minnesota
$305K – – –
SAM
1723
Steinberg Asset Management
New York
$304K +$306K +1,267 New
HWMA
1724
Heritage Wealth Management (Arizona)
Arizona
$303K +$13.8K +57 +5%
TC
1725
Trust Company
Kansas
$300K -$261K -1,078 -46%
67 68
69
70 71