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Name Holding Trade Value Shares
Change 		Change in
Stake
RMSCM
2401
R.M. Sincerbeaux Capital Management
New York
$239K – – –
AWS
2402
AJ Wealth Strategies
New York
$239K +$9.09K +152 +4%
WI
2403
WrapManager Inc
California
$239K +$239K +3,993 New
22CM
2404
20/20 Capital Management
California
$237K +$19K +317 +7%
AMM
2405
American Money Management
California
$236K – – –
EWM
2406
Executive Wealth Management
Michigan
$236K +$60 +1 +0%
PFA
2407
Pathway Financial Advisors
Vermont
$235K -$44.8K -750 -16%
BWL
2408
Bogart Wealth LLC
Virginia
$234K +$6.1K +102 +3%
ANBT
2409
American National Bank & Trust
Texas
$233K -$29.9K -500 -11%
WCM
2410
Wunderlich Capital Managemnt
Tennessee
$233K -$478 -8 -0.2%
JWA
2411
JFS Wealth Advisors
Pennsylvania
$233K +$4.72K +79 +2%
TIM
2412
Total Investment Management
Arizona
$232K -$39.9K -667 -15%
JCM
2413
Jag Capital Management
Missouri
$232K – – –
WPA
2414
West Paces Advisors
Georgia
$231K – – –
ETS
2415
ESL Trust Services
New York
$231K – – –
CCM
2416
Cribstone Capital Management
Maine
$228K -$2.99K -50 -1%
WC
2417
Westhampton Capital
North Carolina
$228K +$227K +3,803 New
KA
2418
Klingman & Associates
New York
$227K -$16K -267 -7%
PFA
2419
Pettinga Financial Advisors
Indiana
$227K – – –
CSPIA
2420
Cary Street Partners Investment Advisory
Virginia
$227K +$227K +3,795 New
SSWM
2421
Smith Salley Wealth Management
North Carolina
$226K -$12.8K -214 -5%
FAM
2422
Fenimore Asset Management
New York
$226K – – –
UWPG
2423
Ullmann Wealth Partners Group
Florida
$225K – – –
RCA
2424
Ranch Capital Advisors
Florida
$224K -$101K -1,685 -27%
PWM
2425
PBMares Wealth Management
Virginia
$224K -$8.01K -134 -3%
95 96
97
98 99