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Name Holding Trade Value Shares
Change 		Change in
Stake
SBWIC
1601
Schaper Benz & Wise Investment Counsel
Wisconsin
$412K – – –
AWM
1602
Accel Wealth Management
Iowa
$412K +$100K +824 +30%
SPWM
1603
Schrum Private Wealth Management
Florida
$412K – – –
FI
1604
Fractal Investments
Connecticut
$412K – – –
EFI
1605
EHP Funds Inc
Canada
$412K +$437K +3,600 New
LA
1606
LexAurum Advisors
Kansas
$411K +$729 +6 +0.2%
AI
1607
AdvisorShares Investments
Maryland
$410K +$435K +3,584 New
1WA
1608
180 Wealth Advisors
Washington
$409K +$46K +379 +12%
JLBC
1609
J.L. Bainbridge & Co
Florida
$409K – – –
FWM
1610
Forza Wealth Management
Florida
$409K -$18.2K -150 -4%
SCA
1611
STALEY CAPITAL ADVISERS
Pennsylvania
$408K – – –
BCP
1612
Berkeley Capital Partners
Georgia
$407K +$7.04K +58 +2%
DJSG
1613
D.J. St. Germain
Massachusetts
$406K -$72.1K -594 -14%
ACM
1614
Arcataur Capital Management
Wisconsin
$406K -$1.21K -10 -0.3%
ABLA
1615
Alan B. Lancz & Associates
Ohio
$405K +$430K +3,542 New
CIC
1616
Chilton Investment Company
Connecticut
$404K – – –
CPA
1617
Capital Planning Advisors
California
$404K -$49.1K -404 -10%
KLWA
1618
Kelly Lawrence W & Associates
California
$402K +$244K +2,011 +133%
AO
1619
Advisor OS
Illinois
$402K +$35.6K +293 +9%
PT
1620
Plimoth Trust
Massachusetts
$399K -$607 -5 -0.1%
TF
1621
Tompkins Financial
New York
$399K -$64.2K -529 -13%
TA
1622
TrueWealth Advisors
Alabama
$398K +$423K +3,481 New
CCA
1623
Cadent Capital Advisors
Oklahoma
$398K -$70.7K -582 -14%
BHPW
1624
Beverly Hills Private Wealth
California
$398K -$34.2K -282 -8%
EBT
1625
Enterprise Bank & Trust
Massachusetts
$397K – – –
63 64
65
66 67