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Name Holding Trade Value Shares
Change 		Change in
Stake
ACWM
2101
Adams Chetwood Wealth Management
North Carolina
$318K – – –
CFG
2102
Cooper Financial Group
California
$318K +$4.73K +13 +1%
DA
2103
DCM Advisors
New York
$318K +$12.4K +34 +4%
CCB
2104
Cutter & Co Brokerage
Missouri
$316K +$20K +55 +6%
WDC
2105
Woodward Diversified Capital
California
$314K -$1.09K -3 -0.3%
UBV
2106
United Bank (Virginia)
Virginia
$314K +$10.9K +30 +3%
CC
2107
Constitution Capital
Connecticut
$313K – – –
LD
2108
Lipe & Dalton
New York
$313K – – –
SBWIC
2109
Schaper Benz & Wise Investment Counsel
Wisconsin
$313K – – –
BWM
2110
Baystate Wealth Management
Massachusetts
$313K +$10.9K +30 +3%
ZIG
2111
Zuckerman Investment Group
Illinois
$312K +$14.2K +39 +5%
CAL
2112
Capital Advisors Ltd
Ohio
$311K -$4.65M -12,793 -93%
JWBC
2113
J.W. Burns & Co
New York
$310K +$21.8K +60 +7%
JWA
2114
JFS Wealth Advisors
Pennsylvania
$310K +$272K +747 +512%
CP
2115
Coho Partners
Pennsylvania
$309K -$30.5K -84 -9%
NL
2116
Navalign LLC
California
$309K -$1.09K -3 -0.3%
CWM
2117
Cabot Wealth Management
Massachusetts
$309K +$323K +889 New
MF
2118
Montis Financial
Massachusetts
$307K +$25.5K +70 +9%
ONST
2119
Old North State Trust
North Carolina
$306K +$17.1K +47 +6%
LCM
2120
LVM Capital Management
Michigan
$304K +$90.9K +250 +40%
OLA
2121
Oliver Luxxe Assets
New Jersey
$303K -$44.4K -122 -12%
FM
2122
Foster & Motley
Ohio
$302K -$29.8K -82 -9%
PL
2123
Parthenon LLC
Kentucky
$302K – – –
SFG
2124
SNS Financial Group
Minnesota
$301K -$4.73K -13 -1%
HCA
2125
Heck Capital Advisors
Wisconsin
$299K – – –
83 84
85
86 87