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Name Holding Trade Value Shares
Change 		Change in
Stake
KCIC
1601
Kuhn & Co Investment Counsel
Illinois
$395K – – –
WRPWM
1602
Werba Rubin Papier Wealth Management
California
$392K -$21.8K -219 -6%
ESBC
1603
E.S. Barr & Co
Kentucky
$391K – – –
PSB
1604
Piscataqua Savings Bank
New Hampshire
$389K +$12.5K +125 +3%
IIC
1605
Integrated Investment Consultants
Michigan
$388K +$10.3K +103 +3%
VIP
1606
Vista Investment Partners
Oklahoma
$388K -$19.1K -192 -5%
SWM
1607
Stockman Wealth Management
Montana
$386K -$33.5K -336 -8%
BP
1608
BWM Planning
Texas
$386K -$8.18K -82 -2%
PAG
1609
Poinciana Advisors Group
Florida
$385K +$366K +3,667 New
FPL
1610
Fortress Private Ledger
North Carolina
$384K +$77.5K +777 +27%
BWG
1611
Berry Wealth Group
Texas
$382K +$138K +1,381 +61%
AWM
1612
Aviso Wealth Management
Washington
$382K -$36.9K -370 -9%
WAM
1613
Wakefield Asset Management
Colorado
$382K +$362K +3,634 New
GSWM
1614
Golden State Wealth Management
California
$382K -$8.08K -81 -2%
HPBT
1615
Hickory Point Bank & Trust
Illinois
$381K – – –
BB
1616
Berkshire Bank
Massachusetts
$379K +$29.5K +296 +9%
PWMAG
1617
Pinnacle Wealth Management Advisory Group
New Jersey
$379K -$103K -1,029 -22%
OWA
1618
One Wealth Advisors
California
$379K +$71.3K +715 +25%
WMA
1619
West Michigan Advisors
Michigan
$377K +$100 +1 +0%
AHL
1620
Abel Hall LLC
Louisiana
$376K +$22.7K +228 +7%
BMO
1621
Beck Mack & Oliver
New York
$376K -$11.1K -111 -3%
MCM
1622
McRae Capital Management
New Jersey
$375K -$3.19K -32 -0.9%
SCA
1623
STALEY CAPITAL ADVISERS
Pennsylvania
$375K – – –
UAS
1624
United Asset Strategies
New York
$375K +$2.49K +25 +0.7%
EPIM
1625
Evelyn Partners Investment Management
$374K – – –
63 64
65
66 67