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Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
1301
Certified Advisory Corp
Florida
$219K -$9.59K -172 -5%
BAM
1302
Barrett Asset Management
New York
$219K -$5.57K -100 -3%
QCG
1303
Quadrant Capital Group
Ohio
$219K +$13.7K +246 +7%
HC
1304
Hendley & Co
Ohio
$219K +$200K +3,594 New
AWM
1305
Aberdeen Wealth Management
Illinois
$219K +$200K +3,597 New
WAS
1306
Wealth Advisory Solutions
Indiana
$218K +$200K +3,581 New
PT
1307
Plimoth Trust
Massachusetts
$218K +$200K +3,585 New
HCM
1308
Hollencrest Capital Management
California
$218K +$200K +3,592 New
SCA
1309
STALEY CAPITAL ADVISERS
Pennsylvania
$217K +$199K +3,568 New
NG
1310
NatWest Group
United Kingdom
$216K -$229K -4,114 -54%
VWM
1311
Valley Wealth Managers
New Jersey
$216K +$198K +3,545 New
WP
1312
WMS Partners
Maryland
$215K +$197K +3,527 New
ACA
1313
Affinity Capital Advisors
California
$214K -$47.7K -856 -20%
CRWM
1314
Castle Rock Wealth Management
California
$214K +$211K +3,782 New
ST
1315
Sentinel Trust
Texas
$213K +$195K +3,500 New
CCM
1316
Canal Capital Management
Virginia
$212K +$194K +3,474 New
GSBTD
1317
Glenview State Bank Trust Department
Illinois
$212K +$194K +3,483 New
GPA
1318
Garrison Point Advisors
California
$212K +$194K +3,485 New
TAM
1319
Townsend Asset Management
North Carolina
$211K -$94.7K -1,699 -33%
CPWA
1320
Cerro Pacific Wealth Advisors
California
$211K +$194K +3,472 New
WA
1321
Waverly Advisors
Alabama
$211K +$210K +3,771 New
CB
1322
CNB Bank
Pennsylvania
$209K -$7.08K -127 -4%
FWM
1323
Focused Wealth Management
New York
$209K +$56 +1 +0%
EFS
1324
Essex Financial Services
Connecticut
$209K +$191K +3,424 New
CCA
1325
Cadent Capital Advisors
Oklahoma
$209K +$191K +3,426 New
51 52
53
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