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Name Holding Trade Value Shares
Change 		Change in
Stake
CCT
1301
Country Club Trust
Missouri
$235K -$30.5K -590 -12%
RC
1302
Rovin Capital
Arizona
$234K +$218K +4,213 New
MPWT
1303
MassMutual Private Wealth & Trust
Connecticut
$232K -$82.6K -1,598 -28%
CCM
1304
Chilton Capital Management
Texas
$232K -$672 -13 -0.3%
BIA
1305
Barry Investment Advisors
Massachusetts
$232K +$52.1K +1,008 +35%
SVWAG
1306
Sound View Wealth Advisors Group
Georgia
$230K -$51.8K -1,002 -19%
SDWIA
1307
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$230K +$48.6K +941 +30%
KFI
1308
Key Financial Inc
Pennsylvania
$230K +$213K +4,127 New
PWM
1309
PBMares Wealth Management
Virginia
$230K +$213K +4,131 New
SNT
1310
Security National Trust
West Virginia
$229K -$176K -3,407 -45%
ARM
1311
Adirondack Research & Management
New York
$228K – – –
CAW
1312
Cornerstone Advisors (Washington)
Washington
$228K +$32.9K +636 +18%
SWM
1313
Sugarloaf Wealth Management
Georgia
$228K +$212K +4,096 New
GPFA
1314
Game Plan Financial Advisors
Ohio
$228K +$212K +4,105 New
AMG
1315
Asset Management Group
Connecticut
$227K -$151K -2,932 -42%
KWMG
1316
King Wealth Management Group
Florida
$226K +$1.08K +21 +0.5%
PMG
1317
ProVise Management Group
Florida
$225K +$34.1K +660 +19%
CST
1318
Charles Schwab Trust
Nevada
$225K +$77.6K +1,502 +59%
TCM
1319
Teza Capital Management
Illinois
$224K -$116K -2,252 -36%
CBTWT
1320
Community Bank & Trust (Waco, Texas)
Texas
$224K -$100K -1,939 -32%
FDCC
1321
Foster Dykema Cabot & Co
Massachusetts
$224K -$25.6K -495 -11%
HFG
1322
Heron Financial Group
New York
$224K +$180K +3,490 New
MAM
1323
Morse Asset Management
Connecticut
$223K – – –
SMC
1324
Smith, Moore & Co
Missouri
$223K +$52 +1 +0%
CW
1325
CreativeOne Wealth
Kansas
$223K +$15.6K +301 +8%
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