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Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
1426
Chilton Investment Company
Connecticut
$539K +$159K +1,592 +45%
DWM
1427
Destination Wealth Management
California
$538K +$1.6K +16 +0.3%
CCFCSB
1428
Cape Cod Five Cents Savings Bank
Massachusetts
$538K – – –
OFS
1429
OneAscent Financial Services
Alabama
$538K +$198K +1,990 +64%
PRTG
1430
Post Resch Tallon Group
New York
$535K – – –
CCWM
1431
Cassaday & Co Wealth Management
Virginia
$535K +$47.1K +472 +10%
GF
1432
Gries Financial
Ohio
$534K -$283K -2,842 -36%
TFF
1433
The Family Firm
Maryland
$532K +$2.09K +21 +0.4%
VCM
1434
Versant Capital Management
Arizona
$531K +$62K +622 +14%
SFS
1435
Stiles Financial Services
Minnesota
$531K -$32K -321 -6%
MWM
1436
Mattern Wealth Management
Kansas
$530K +$69.8K +700 +16%
AWAU
1437
Alliance Wealth Advisors (Utah)
Utah
$529K -$20.7K -208 -4%
IIM
1438
Ipswich Investment Management
Massachusetts
$528K – – –
UAML
1439
US Asset Management LLC
Pennsylvania
$527K -$2K -20 -0.4%
CIM
1440
CIM Investment Management
Pennsylvania
$526K -$499 -5 -0.1%
TFS
1441
Thoroughbred Financial Services
Tennessee
$526K +$77.4K +776 +18%
WCM
1442
Washington Capital Management
Washington
$525K – – –
CCG
1443
Ceeto Capital Group
Florida
$525K +$244K +2,450 +96%
AC
1444
ASB Consultores
Florida
$525K -$243K -2,433 -33%
SLC
1445
Second Line Capital
Louisiana
$524K +$199 +2 +0%
DFG
1446
Delta Financial Group
New Jersey
$524K +$3.09K +31 +0.6%
CCC
1447
Compass Capital Corp
Massachusetts
$523K – – –
TF
1448
TLWM Financial
Texas
$523K – – –
HCM
1449
Hodges Capital Management
Texas
$521K -$745K -7,467 -60%
POIA
1450
Pin Oak Investment Advisors
Texas
$520K +$92.4K +927 +22%
56 57
58
59 60