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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
976
Cornerstone Wealth Management
Missouri
$811K +$66.7K +699 +8%
JJBC
977
James J. Burns & Company
New York
$811K +$95 +1 +0%
KFP
978
Keystone Financial Planning
Ohio
$807K – – –
WA
979
WBH Advisory
Maryland
$806K -$51.6K -541 -6%
ANTB
980
AMG National Trust Bank
Colorado
$805K -$66.9K -701 -7%
CPIA
981
Cornell Pochily Investment Advisors
New York
$805K +$859 +9 +0.1%
IPW
982
Impact Partnership Wealth
Georgia
$803K +$843K +8,833 New
PAMG
983
Patton Albertson Miller Group
Tennessee
$801K -$4.77K -50 -0.6%
NSAM
984
North Star Asset Management
Wisconsin
$800K +$167K +1,750 +25%
HI
985
Harbour Investments
Wisconsin
$793K -$106K -1,108 -11%
SEEDPG
986
S.E.E.D. Planning Group
New York
$793K -$11.5K -120 -1%
PRP
987
Peak Retirement Planning
Ohio
$792K +$832K +8,720 New
DWM
988
Dakota Wealth Management
Florida
$792K -$21K -220 -2%
CCB
989
Country Club Bank
Missouri
$791K -$31.5K -330 -4%
KWM
990
KFG Wealth Management
Indiana
$791K +$53.8K +564 +7%
RMCM
991
Reynders McVeigh Capital Management
Massachusetts
$791K -$53.6K -562 -6%
TCM
992
Teza Capital Management
Illinois
$787K -$5.15M -53,970 -86%
PAS
993
Park Avenue Securities
New York
$785K -$198K -2,072 -19%
BAM
994
BOS Asset Management
Illinois
$783K – – –
BSA
995
Bull Street Advisors
Georgia
$782K +$16.2K +170 +2%
VF
996
Virtu Financial
New York
$782K +$821K +8,602 New
MMG
997
Monetary Management Group
Missouri
$782K – – –
CCM
998
Chickasaw Capital Management
Tennessee
$780K -$6.68K -70 -0.8%
GFPC
999
Global Financial Private Client
Florida
$779K +$1.05K +11 +0.1%
CTA
1000
Chesley Taft & Associates
Illinois
$779K – – –
38 39
40
41 42