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Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
2551
Tufton Capital Management
Maryland
$249K -$17K -105 -5%
BWM
2552
BlackDiamond Wealth Management
New York
$248K +$16K +99 +6%
JJBC
2553
James J. Burns & Company
New York
$248K +$297K +1,830 New
RCA
2554
Reitz Capital Advisors
Michigan
$248K +$297K +1,830 New
BIA
2555
Bell Investment Advisors
California
$247K +$19.3K +119 +7%
CIA
2556
CCM Investment Advisers
South Carolina
$246K -$8.96M -55,257 -97%
JWM
2557
JGP Wealth Management
Oregon
$245K -$18K -111 -6%
CFAM
2558
Coury Firm Asset Management
Pennsylvania
$245K +$1.14K +7 +0.4%
CL
2559
Choreo LLC
Illinois
$244K -$21.1K -130 -7%
SEIA
2560
Signature Estate & Investment Advisors
California
$244K -$11.3K -70 -4%
RWP
2561
Ridgecrest Wealth Partners
California
$244K +$162 +1 +0.1%
PCMC
2562
Private Capital Management (Colorado)
Colorado
$244K +$7.46K +46 +3%
SA
2563
Shilanski & Associates
Alaska
$244K +$292K +1,801 New
EP
2564
EPIQ Partners
Minnesota
$243K +$18K +111 +7%
BCM
2565
Buckhead Capital Management
Georgia
$242K -$1.17M -7,240 -80%
CAM
2566
Congress Asset Management
Massachusetts
$242K +$52.7K +325 +22%
NIC
2567
Northwest Investment Counselors
Oregon
$242K +$60.8K +375 +27%
BEW
2568
Burton Enright Welch
California
$242K +$45.7K +282 +19%
LIA
2569
LBMC Investment Advisors
Tennessee
$241K – – –
JWA
2570
JFS Wealth Advisors
Pennsylvania
$240K -$28.7K -177 -9%
TF
2571
TimeScale Financial
Massachusetts
$240K – – –
AWM
2572
Accurate Wealth Management
Florida
$240K +$16.9K +104 +6%
KCFA
2573
Key Client Fiduciary Advisors
New Jersey
$239K -$28K -173 -9%
AWM
2574
AllSquare Wealth Management
New York
$238K -$159K -980 -36%
RCA
2575
Resonant Capital Advisors
Wisconsin
$238K -$62.2K -384 -18%
101 102
103
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