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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1351
Sawgrass Asset Management
Florida
$1.16M -$92.4K -1,141 -8%
SWRP
1352
Summit Wealth & Retirement Planning
California
$1.16M -$58.5K -723 -5%
CB
1353
Cadence Bank
Mississippi
$1.16M +$1.29K +16 +0.1%
NC
1354
NovaPoint Capital
Georgia
$1.15M -$25.1K -310 -2%
AL
1355
Aspiriant LLC
California
$1.15M -$5.71M -70,469 -84%
WSC
1356
Wellington Shields & Co
New York
$1.15M +$1.7K +21 +0.2%
4WM
1357
44 Wealth Management
Oregon
$1.15M +$1.1M +13,635 New
SW
1358
SlateStone Wealth
Florida
$1.15M +$39.8K +492 +4%
BSA
1359
Bull Street Advisors
Georgia
$1.15M -$7.53K -93 -0.7%
WA
1360
WBH Advisory
Maryland
$1.15M -$46.9K -579 -5%
JAG
1361
Journey Advisory Group
Kentucky
$1.14M +$1.09M +13,488 New
FCCM
1362
First City Capital Management
Georgia
$1.14M -$564K -6,968 -36%
OFG
1363
Oxford Financial Group
Indiana
$1.14M +$40.4K +499 +4%
FMB
1364
Field & Main Bank
Kentucky
$1.14M -$4.78K -59 -0.4%
NDSI
1365
Newman Dignan & Sheerar Inc
Rhode Island
$1.13M +$64.4K +796 +6%
CWM
1366
Cordatus Wealth Management
Pennsylvania
$1.13M -$15.8K -195 -1%
SFWA
1367
Summit Financial Wealth Advisors
Louisiana
$1.13M -$210K -2,591 -14%
ST
1368
Somerset Trust
Pennsylvania
$1.13M -$6.72K -83 -0.6%
MJRIC
1369
Mogy Joel R Investment Counsel
California
$1.13M -$198K -2,444 -15%
CAM
1370
Cypress Asset Management
Texas
$1.13M -$652K -8,058 -38%
FPS
1371
Fieldpoint Private Securities
Connecticut
$1.12M -$306K -3,775 -22%
RCA
1372
Ranch Capital Advisors
Florida
$1.12M -$29.1K -359 -3%
BTWM
1373
Baker Tilly Wealth Management
Wisconsin
$1.12M +$1.07M +13,257 New
UBG
1374
United Bank (Georgia)
Georgia
$1.12M -$563K -6,948 -34%
ACM
1375
Allred Capital Management
Texas
$1.12M +$8.58K +106 +0.8%
53 54
55
56 57