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Name Holding Trade Value Shares
Change 		Change in
Stake
CASB
3001
Cape Ann Savings Bank
Massachusetts
$503K +$8.13K +25 +2%
CFG
3002
Certior Financial Group
Pennsylvania
$502K +$16.6K +51 +4%
FAM
3003
Fulcrum Asset Management
United Kingdom
$501K +$147K +452 +46%
ACM
3004
Armbruster Capital Management
New York
$500K – – –
SIM
3005
Synergy Investment Management
Florida
$500K +$243K +748 +107%
XWL
3006
XXI Wealth LLC
Illinois
$499K -$41.6K -128 -8%
BWM
3007
Bulltick Wealth Management
Florida
$498K -$158K -486 -26%
GJWM
3008
Gilliland Jeter Wealth Management
Arkansas
$498K -$651 -2 -0.1%
CMTU
3009
Capital Markets Trading (UK)
United Kingdom
$498K +$976 +3 +0.2%
BBWP
3010
Beacon Bridge Wealth Partners
Pennsylvania
$498K +$7.16K +22 +2%
AWA
3011
Archvest Wealth Advisors
California
$497K +$68K +209 +17%
RF
3012
Rossby Financial
Florida
$497K -$87.5K -269 -16%
BDF
3013
Black Diamond Financial
Maryland
$497K -$39.4K -121 -8%
CWM
3014
Centurion Wealth Management
Virginia
$496K -$227K -698 -33%
DIP
3015
Davis Investment Partners
North Carolina
$495K – – –
GSCM
3016
Greenfield Seitz Capital Management
Texas
$495K +$49.1K +151 +12%
DTC
3017
Davidson Trust Company
Washington
$495K +$65.4K +201 +17%
KIM
3018
Karpus Investment Management
New York
$494K – – –
CWAF
3019
Core Wealth Advisors (Florida)
Florida
$492K +$454K +1,396 New
KLI
3020
Kelman-Lazarov Inc
Tennessee
$492K +$53.4K +164 +13%
2L
3021
25 LLC
Missouri
$491K +$15K +46 +3%
AA
3022
Advisory Advocates
Michigan
$491K +$20.2K +62 +5%
SM
3023
Sweeney & Michel
California
$491K +$8.46K +26 +2%
BAM
3024
Bellevue Asset Management
Washington
$490K +$976 +3 +0.2%
SCM
3025
Stonehearth Capital Management
Massachusetts
$489K -$2.93K -9 -0.6%
119 120
121
122 123