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Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
1851
Ironwood Investment Counsel
Arizona
$221K -$15.7K -129 -6%
ISWM
1852
Independent Solutions Wealth Management
New York
$221K -$164K -1,348 -42%
LCC
1853
Lincoln Capital Corp
Rhode Island
$221K +$228K +1,873 New
CAWM
1854
Capital Advisors Wealth Management
Washington
$221K +$228K +1,872 New
LDFR
1855
Lehman & Derafelo Financial Resources
Pennsylvania
$220K -$25.6K -211 -10%
PAM
1856
Premier Asset Management
Illinois
$220K +$227K +1,865 New
HBT
1857
Hills Bank & Trust
Iowa
$220K – – –
TIM
1858
Tortoise Investment Management
New York
$219K -$17.6K -145 -7%
FSA
1859
Fort Sheridan Advisors
Illinois
$218K +$224K +1,845 New
HTHT
1860
Hemenway Trust Hemenway Trust
New Hampshire
$217K +$224K +1,843 New
FTA
1861
Financial & Tax Architects
Missouri
$217K +$217K +1,785 New
HI
1862
Hendershot Investments
Virginia
$217K +$224K +1,840 New
GA
1863
Gateway Advisory
New Jersey
$217K +$223K +1,837 New
AUB
1864
Atlantic Union Bankshares
Virginia
$217K -$60.8K -500 -21%
MA
1865
MJP Associates
Connecticut
$215K -$52.9K -435 -19%
KFP
1866
KB Financial Partners
New Jersey
$215K -$44K -362 -17%
CICI
1867
Capital Investment Counsel Inc
North Carolina
$215K +$221K +1,821 New
HSWM
1868
Hubbell Strickland Wealth Management
Louisiana
$215K +$221K +1,820 New
ACI
1869
Alpha Cubed Investments
California
$214K +$221K +1,817 New
BBWA
1870
Bell & Brown Wealth Advisors
California
$214K +$220K +1,814 New
AW
1871
Avion Wealth
Texas
$213K – – –
MCA
1872
Magnolia Capital Advisors
Mississippi
$213K +$220K +1,808 New
CGH
1873
CMG Global Holdings
Texas
$213K +$219K +1,803 New
MFG
1874
Monte Financial Group
Connecticut
$212K +$219K +1,800 New
AAM
1875
Autus Asset Management
Arizona
$212K +$219K +1,799 New
73 74
75
76 77