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Name Holding Trade Value Shares
Change 		Change in
Stake
TTWM
1526
TCV Trust & Wealth Management
Virginia
$320K -$997 -10 -0.3%
ST
1527
Spinnaker Trust
Maine
$320K – – –
PP
1528
Patron Partners
Texas
$319K +$23K +231 +8%
CIAS
1529
Capital Investment Advisory Services
North Carolina
$318K -$15K -150 -5%
CWM
1530
Cabot Wealth Management
Massachusetts
$318K – – –
BC
1531
Barrett & Company
Rhode Island
$318K +$368K +3,693 New
MA
1532
MONECO Advisors
Connecticut
$317K -$2.59K -26 -0.8%
AWA
1533
Alaska Wealth Advisors
Alaska
$317K +$17.1K +171 +6%
JSC
1534
Jackson Square Capital
California
$316K -$43.4K -435 -12%
SFG
1535
Steward Financial Group
Texas
$316K +$64.7K +649 +27%
IA
1536
Insight Advisors
Pennsylvania
$315K -$4.09K -41 -1%
HBW
1537
Hazlett, Burt & Watson
West Virginia
$315K +$399 +4 +0.1%
HPWM
1538
Highland Private Wealth Management
Washington
$315K +$48K +481 +19%
CTA
1539
Colonial Trust Advisors
South Carolina
$315K +$307K +3,079 New
MPM
1540
Meritage Portfolio Management
Kansas
$313K -$3.2M -32,117 -91%
WBG
1541
Wharton Business Group
Pennsylvania
$313K – – –
SEP
1542
Southland Equity Partners
Missouri
$312K -$14.9K -149 -5%
WSCM
1543
Wellington Shields Capital Management
New York
$311K – – –
ICM
1544
IMS Capital Management
Oregon
$310K – – –
DWM
1545
Destination Wealth Management
California
$309K -$16.2K -162 -5%
GG
1546
Greenwood Gearhart
Arkansas
$309K – – –
SVWAG
1547
Sound View Wealth Advisors Group
Georgia
$309K – – –
RAM
1548
Roanoke Asset Management
New Jersey
$308K – – –
LA
1549
LexAurum Advisors
Kansas
$305K -$4.29K -43 -1%
PL
1550
Plancorp LLC
Missouri
$305K +$14K +140 +5%
60 61
62
63 64