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Name Holding Trade Value Shares
Change 		Change in
Stake
CSWM
2176
Cassady Schiller Wealth Management
Ohio
$664K +$12.4K +75 +2%
CCA
2177
Cottonwood Capital Advisors
Utah
$663K -$1.32K -8 -0.2%
VCM
2178
Vigilant Capital Management
Maine
$663K +$25.8K +156 +4%
JLBC
2179
J.L. Bainbridge & Co
Florida
$662K +$1.82K +11 +0.2%
SAF
2180
Smith Anglin Financial
Texas
$662K +$122K +741 +19%
VEA
2181
Virtus ETF Advisers
New York
$662K +$755K +4,570 New
SIA
2182
SeaBridge Investment Advisors
New Jersey
$660K +$328K +1,985 +77%
CA
2183
Carson Advisory
Georgia
$658K -$32.9K -199 -4%
PA
2184
Perennial Advisors
New York
$658K -$1.49K -9 -0.2%
WA
2185
Wambolt & Associates
Colorado
$658K +$270K +1,633 +56%
TA
2186
Tectonic Advisors
Texas
$656K -$42.2K -255 -5%
FNBSF
2187
First National Bank Sioux Falls
South Dakota
$655K -$45.6K -276 -6%
SF
2188
SBK Financial
Virginia
$655K +$3.97K +24 +0.5%
PFGIA
2189
Patriot Financial Group Insurance Agency
Massachusetts
$654K -$74.1K -448 -9%
JFA
2190
JNBA Financial Advisors
Minnesota
$651K -$57.5K -348 -7%
KC
2191
Kenfarb & Co
Kentucky
$651K – – –
SCA
2192
SMH Capital Advisors
Texas
$650K +$63K +381 +9%
CFD
2193
Creative Financial Designs
Indiana
$649K +$88.8K +537 +14%
PWM
2194
PBMares Wealth Management
Virginia
$647K -$6.61K -40 -0.9%
SXL
2195
Summit X LLC
Missouri
$646K +$13.4K +81 +2%
SAM
2196
Summit Asset Management
Tennessee
$644K -$13.7K -83 -2%
RMSCM
2197
R.M. Sincerbeaux Capital Management
New York
$644K – – –
CC
2198
Cornerstone Capital
California
$640K – – –
WBC
2199
West Branch Capital
Massachusetts
$640K +$34.2K +207 +5%
NRW
2200
Nova R Wealth
Kansas
$639K -$19.5K -118 -3%
86 87
88
89 90