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Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
2076
Gables Capital Management
Florida
$629K – – –
CASB
2077
Cape Ann Savings Bank
Massachusetts
$626K +$23.4K +219 +3%
JFL
2078
Jarislowsky, Fraser Ltd
Quebec, Canada
$622K -$30.4K -284 -4%
TCBWMS
2079
Texas Capital Bank Wealth Management Services
Texas
$617K -$11.6K -108 -2%
DCM
2080
Dimension Capital Management
Florida
$617K +$2.14K +20 +0.3%
LPIC
2081
LeJeune Puetz Investment Counsel
Michigan
$614K +$17.7K +165 +3%
CI
2082
Cavalier Investments
Georgia
$613K -$260K -2,425 -27%
AWA
2083
Amplius Wealth Advisors
Pennsylvania
$613K +$29K +271 +4%
AG
2084
Advocate Group
Minnesota
$612K -$251K -2,347 -27%
CCA
2085
Childress Capital Advisors
Texas
$612K +$114K +1,061 +20%
PCG
2086
Prosperity Consulting Group
Maryland
$611K +$23.2K +217 +3%
KCFA
2087
Key Client Fiduciary Advisors
New Jersey
$610K +$21.4K +200 +3%
CNBT
2088
Cornerstone National Bank & Trust
Illinois
$608K +$18.7K +175 +3%
PFBT
2089
Parkside Financial Bank & Trust
Missouri
$605K +$50.5K +472 +8%
GA
2090
Geller Advisors
New York
$605K +$366K +3,422 +114%
PAI
2091
Pittenger & Anderson Inc
Nebraska
$604K -$1.08M -10,065 -61%
SW
2092
SkyOak Wealth
Michigan
$604K +$34.6K +323 +5%
PP
2093
PDS Planning
Ohio
$604K +$73.7K +689 +12%
FAG
2094
Fortitude Advisory Group
Washington
$603K +$963 +9 +0.1%
AA
2095
Aire Advisors
California
$602K -$103K -963 -13%
SB
2096
Sunflower Bank
Texas
$602K -$22.5K -210 -3%
AC
2097
Avenir Corporation
Virginia
$602K +$3.96K +37 +0.6%
SWIM
2098
Smallwood Wealth Investment Management
New Jersey
$601K -$1.07K -10 -0.2%
GM
2099
Granger Management
New York
$599K +$26.9K +251 +4%
SFS
2100
Summit Financial Strategies
Ohio
$598K +$7.06K +66 +1%
82 83
84
85 86