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Name Holding Trade Value Shares
Change 		Change in
Stake
JC
1526
Jacobs & Co
California
$409K – – –
NDSI
1527
Newman Dignan & Sheerar Inc
Rhode Island
$408K – – –
CCM
1528
Check Capital Management
California
$408K – – –
AA
1529
Alta Advisers
United Kingdom
$407K – – –
AA
1530
Argent Advisors
Louisiana
$407K +$61.4K +529 +18%
1WA
1531
180 Wealth Advisors
Washington
$406K -$9.4K -81 -2%
ABLA
1532
Alan B. Lancz & Associates
Ohio
$406K – – –
CIC
1533
Chilton Investment Company
Connecticut
$405K – – –
EBT
1534
Enterprise Bank & Trust
Massachusetts
$404K – – –
TCB
1535
Texas Capital Bancshares
Texas
$404K -$116 -1 -0%
BP
1536
BBR Partners
New York
$403K +$2.79K +24 +0.7%
YAL
1537
Your Advocates Ltd
Texas
$400K +$10.8K +93 +3%
OFS
1538
OneAscent Financial Services
Alabama
$400K -$88.5K -762 -19%
TPA
1539
Trivium Point Advisory
Connecticut
$400K -$110K -945 -22%
KIC
1540
Kensington Investment Counsel
California
$399K +$16.4K +141 +4%
BWM
1541
BNC Wealth Management
Oregon
$398K -$35.5K -306 -8%
BAM
1542
Bosun Asset Management
Illinois
$398K -$8.01K -69 -2%
SAG
1543
SageView Advisory Group
California
$398K -$232 -2 -0.1%
KCM
1544
Kathmere Capital Management
Pennsylvania
$397K +$385K +3,317 New
CCWM
1545
Cassaday & Co Wealth Management
Virginia
$397K +$2.32K +20 +0.6%
GF
1546
Goodman Financial
Texas
$397K -$157K -1,350 -29%
FRA
1547
Front Row Advisors
California
$397K +$1.74K +15 +0.5%
SPWM
1548
Schrum Private Wealth Management
Florida
$396K -$39.5K -340 -9%
KA
1549
KLCM Advisors
Wisconsin
$396K +$10.3K +89 +3%
GPA
1550
Garrison Point Advisors
California
$396K +$116 +1 +0%
60 61
62
63 64