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Name Holding Trade Value Shares
Change 		Change in
Stake
CVM
2226
Cheviot Value Management
California
$233K +$2.54K +7 +1%
AC
2227
Apogem Capital
New York
$232K -$364 -1 -0.1%
HCA
2228
Horan Capital Advisors
Ohio
$232K – – –
MCM
2229
Monument Capital Management
Virginia
$231K +$7.27K +20 +3%
RAM
2230
Redmond Asset Management
Virginia
$229K – – –
SFG
2231
Summit Financial Group
West Virginia
$229K – – –
FFA
2232
Fragasso Financial Advisors
Pennsylvania
$229K +$33.8K +93 +16%
ZCA
2233
Zeke Capital Advisors
Pennsylvania
$229K +$240K +659 New
BAM
2234
Bellevue Asset Management
Washington
$228K – – –
BFWA
2235
Benchmark Financial Wealth Advisors
Florida
$227K -$24.4K -67 -9%
CYG
2236
Clean Yield Group
Vermont
$227K +$97.8K +269 +70%
SRC
2237
Shufro Rose & Co
New York
$226K +$6.18K +17 +3%
LWA
2238
Lenox Wealth Advisors
New York
$226K +$77.8K +214 +49%
SFO
2239
Stokes Family Office
Louisiana
$225K -$74.2K -204 -24%
COF
2240
Capital One Financial
Virginia
$225K -$30.5K -84 -11%
NL
2241
NWAM LLC
Washington
$224K -$9.45K -26 -4%
TIA
2242
Tiemann Investment Advisors
California
$223K -$9.09K -25 -4%
WHG
2243
Westwood Holdings Group
Texas
$223K -$2.18K -6 -0.9%
GAMC
2244
Garner Asset Management Corp
Texas
$223K – – –
WDL
2245
Well Done LLC
Michigan
$223K +$233K +640 New
LNWTC
2246
Laird Norton Wetherby Trust Company
Washington
$223K +$234K +643 New
FMI
2247
F/M Investments
District of Columbia
$222K – – –
FDS
2248
Freedom Day Solutions
Texas
$222K – – –
ST
2249
Somerset Trust
Pennsylvania
$222K +$232K +638 New
WI
2250
Wintrust Investments
Illinois
$221K – – –
88 89
90
91 92