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Name Holding Trade Value Shares
Change 		Change in
Stake
RDWM
1701
Red Door Wealth Management
Tennessee
$390K +$23.5K +180 +6%
WC
1702
Woodstock Corp
Massachusetts
$389K -$23.5K -180 -6%
CCA
1703
Childress Capital Advisors
Texas
$389K +$73.4K +563 +23%
ML
1704
McAdam LLC
Pennsylvania
$387K +$130 +1 +0%
FNBOSM
1705
First National Bank of South Miami
Florida
$387K +$49.9K +383 +15%
HIM
1706
Hotaling Investment Management
Pennsylvania
$386K – – –
BCM
1707
Buckhead Capital Management
Georgia
$386K +$61.3K +470 +19%
NWA
1708
Navis Wealth Advisors
New York
$384K -$5.22K -40 -1%
TF
1709
TimeScale Financial
Massachusetts
$384K +$4.7K +36 +1%
BA
1710
Birinyi Associates
Connecticut
$384K +$91.3K +700 +31%
IWA
1711
IBEX Wealth Advisors
New Jersey
$384K +$385K +2,954 New
ACM
1712
Allred Capital Management
Texas
$383K -$48.8K -374 -11%
ST
1713
Sabal Trust
Florida
$383K +$3.13K +24 +0.8%
OSNBOA
1714
Old Second National Bank of Aurora
Illinois
$383K +$115K +885 +43%
PWPS
1715
Pinnacle Wealth Planning Services
Ohio
$382K +$2.48K +19 +0.7%
WBCM
1716
Wilson & Boucher Capital Management
California
$380K – – –
FAM
1717
Formidable Asset Management
Ohio
$379K -$1.56K -12 -0.4%
WCAMG
1718
Woodard & Company Asset Management Group
North Carolina
$379K – – –
VCAM
1719
Van Cleef Asset Management
Ohio
$378K -$104K -800 -22%
CA
1720
Callahan Advisors
Texas
$378K +$104K +796 +38%
AA
1721
Aire Advisors
California
$377K -$14.1K -108 -4%
SWA
1722
Sutton Wealth Advisors
Florida
$377K -$2.09K -16 -0.5%
CHA
1723
Cooper/Haims Advisors
New York
$375K -$391 -3 -0.1%
AWM
1724
Aberdeen Wealth Management
Illinois
$375K +$1.96K +15 +0.5%
JC
1725
JB Capital
Connecticut
$374K -$962K -7,377 -72%
67 68
69
70 71