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Name Holding Trade Value Shares
Change 		Change in
Stake
FSWA
1301
Financial Synergies Wealth Advisors
Texas
$235K – – –
M
1302
MOTCO
Texas
$234K +$106K +1,700 +79%
JIC
1303
Joel Isaacson & Co
New York
$233K -$625K -10,037 -72%
SC
1304
Schulhoff & Co
Ohio
$231K -$31.1K -500 -12%
BPA
1305
Beacon Pointe Advisors
California
$231K +$14.4K +231 +7%
BWCS
1306
Beirne Wealth Consulting Services
Connecticut
$230K -$65K -1,045 -22%
TC
1307
Trust Company
Kansas
$230K -$62.2K -1,000 -21%
RWM
1308
RBA Wealth Management
California
$230K +$235K +3,772 New
PWMAG
1309
Pinnacle Wealth Management Advisory Group
New Jersey
$229K -$9.65K -155 -4%
FGAM
1310
Financial Gravity Asset Management
Texas
$229K +$373 +6 +0.2%
MIC
1311
Meridian Investment Counsel
California
$229K +$2.43K +39 +1%
HTHT
1312
Hemenway Trust Hemenway Trust
New Hampshire
$229K +$28.5K +458 +14%
GLA
1313
Great Lakes Advisors
Illinois
$228K -$122K -1,961 -34%
ISB
1314
Iowa State Bank
Iowa
$228K – – –
BO
1315
BRR OpCo
Ohio
$225K -$757K -12,171 -77%
GFS
1316
GYL Financial Synergies
Connecticut
$225K -$2.12K -34 -0.9%
EIA
1317
Edgemoor Investment Advisors
Maryland
$225K -$124 -2 -0.1%
BB
1318
Busey Bank
Illinois
$224K – – –
RT
1319
Rockland Trust
Massachusetts
$224K +$229K +3,677 New
FDS
1320
First Dallas Securities
Texas
$223K – – –
LSAG
1321
Lake Street Advisors Group
New Hampshire
$223K +$9.52K +153 +4%
ONST
1322
Old North State Trust
North Carolina
$222K -$4.17K -67 -2%
CCM
1323
Check Capital Management
California
$220K – – –
BDWM
1324
Brewin Dolphin Wealth Management
Ireland
$220K – – –
BCA
1325
Bay Colony Advisors
Massachusetts
$218K +$62 +1 +0%
51 52
53
54 55