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Name Holding Trade Value Shares
Change 		Change in
Stake
CASB
2576
Cape Ann Savings Bank
Massachusetts
$312K +$323K +1,174 New
CP
2577
Capital Planning
Washington
$312K +$323K +1,174 New
FAM
2578
Flaharty Asset Management
Florida
$312K +$323K +1,175 New
OC
2579
Oakmont Corp
California
$311K – – –
TP
2580
Truvvo Partners
New York
$310K +$1.65K +6 +0.5%
AFG
2581
Affinia Financial Group
Massachusetts
$309K -$63.5K -231 -17%
VST
2582
Van Strum & Towne
California
$309K – – –
TCM
2583
Towercrest Capital Management
Pennsylvania
$309K +$34.4K +125 +12%
CWM
2584
Campbell Wealth Management
Virginia
$308K +$1.1K +4 +0.3%
PEA
2585
Pacific Edge Advisors
California
$307K – – –
GBA
2586
Garrison Bradford & Associates
New York
$305K – – –
SDJVC
2587
St. Denis J. Villere & Co
Louisiana
$305K – – –
ACM
2588
AlphaStar Capital Management
North Carolina
$305K +$64.3K +234 +27%
EWA
2589
Encompass Wealth Advisors
Oregon
$305K +$316K +1,150 New
KLI
2590
Kelman-Lazarov Inc
Tennessee
$304K -$15.4K -56 -5%
JGIA
2591
Jackson Grant Investment Advisers
Connecticut
$304K +$34.4K +125 +12%
CG
2592
Corundum Group
Colorado
$304K +$34.6K +126 +12%
MIAS
2593
Mason Investment Advisory Services
Virginia
$303K – – –
SIC
2594
Samalin Investment Counsel
New York
$302K -$69.3K -252 -18%
OC
2595
Oarsman Capital
Wisconsin
$300K -$68.7K -250 -18%
IWA
2596
Inspirion Wealth Advisors
Illinois
$300K -$12.9K -47 -4%
DAC
2597
Dividend Assets Capital
South Carolina
$300K -$8.52K -31 -3%
AWP
2598
Abacus Wealth Partners
California
$300K +$310K +1,129 New
BSAM
2599
Blue Square Asset Management
New York
$299K – – –
RIS
2600
Retirement Income Solutions
Michigan
$299K – – –
102 103
104
105 106