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Name Holding Trade Value Shares
Change 		Change in
Stake
CCFCSB
1526
Cape Cod Five Cents Savings Bank
Massachusetts
$861K -$95.4K -1,845 -11%
DAC
1527
Dividend Assets Capital
South Carolina
$860K -$11.1K -215 -1%
SWM
1528
Selective Wealth Management
Virginia
$860K +$34.4K +665 +4%
CFA
1529
Capstone Financial Advisors
Illinois
$860K +$51.8K +1,001 +7%
ISWM
1530
Independent Solutions Wealth Management
New York
$858K +$809K +15,647 New
MCM
1531
Marathon Capital Management
Maryland
$858K -$17.4K -337 -2%
CM
1532
Cornerstone Management
Georgia
$856K -$51.7K -1,000 -6%
CNBT
1533
Cornerstone National Bank & Trust
Illinois
$854K +$40.4K +781 +5%
LIM
1534
Lathrop Investment Management
Arkansas
$853K +$3.62K +70 +0.5%
AWP
1535
Accretive Wealth Partners
New Jersey
$853K +$804K +15,553 New
PAM
1536
Peak Asset Management
Colorado
$852K – – –
BPB
1537
Badgley, Phelps & Bell
Washington
$852K +$38.8K +750 +5%
TWA
1538
TPB Wealth Advisors
Texas
$847K +$776K +15,000 New
RAM
1539
Redmond Asset Management
Virginia
$846K +$74.4K +1,439 +10%
AFA
1540
American Financial Advisors
Georgia
$845K +$109K +2,103 +16%
SRCM
1541
Swift Run Capital Management
Virginia
$844K -$49.1K -950 -6%
MAM
1542
Morse Asset Management
Connecticut
$844K – – –
FA
1543
Fiducient Advisors
Illinois
$844K +$796K +15,395 New
DWT
1544
Dorsey & Whitney Trust
South Dakota
$841K -$96.8K -1,872 -11%
AA
1545
ACT Advisors
North Carolina
$841K +$793K +15,337 New
EPWM
1546
Essex Private Wealth Management
Massachusetts
$840K -$11.3K -219 -1%
LPT
1547
Legacy Private Trust
Wisconsin
$839K -$37K -716 -4%
BMCM
1548
Bryn Mawr Capital Management
Pennsylvania
$839K -$6.51K -126 -0.8%
BC
1549
Burleson & Co
California
$837K +$103 +2 +0%
BIM
1550
Baldwin Investment Management
Pennsylvania
$834K – – –
60 61
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63 64