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Name Holding Trade Value Shares
Change 		Change in
Stake
SHWM
1751
Smith & Howard Wealth Management
Georgia
$228K +$214K +1,605 New
CIAN
1752
Capstone Investment Advisors (Netherlands)
New York
$228K +$215K +1,607 New
MCA
1753
Mercer Capital Advisers
New Jersey
$227K -$93.5K -700 -30%
CAM
1754
Concorde Asset Management
Michigan
$227K +$214K +1,599 New
CWM
1755
Connecticut Wealth Management
Connecticut
$226K -$61.5K -460 -22%
WIC
1756
Whitegate Investment Counselors
New Hampshire
$224K +$211K +1,580 New
FPCG
1757
Fort Pitt Capital Group
Pennsylvania
$223K +$210K +1,571 New
CCFCSB
1758
Cape Cod Five Cents Savings Bank
Massachusetts
$222K -$50.8K -380 -20%
LA
1759
Lynch & Associates
Indiana
$222K +$209K +1,562 New
SIAS
1760
Shine Investment Advisory Services
Colorado
$217K +$205K +1,531 New
WG
1761
Welch Group
Alabama
$216K – – –
MAA
1762
Mraz Amerine & Associates
California
$216K +$192K +1,436 New
OWM
1763
Orgel Wealth Management
Wisconsin
$215K +$202K +1,508 New
BHBT
1764
Burke & Herbert Bank & Trust
Virginia
$215K +$202K +1,515 New
B
1765
Bridgeworth
Alabama
$214K -$103K -770 -34%
FMP
1766
Financial Management Professionals
Texas
$211K +$13.4K +100 +7%
HFM
1767
Hartford Financial Management
Connecticut
$209K +$180K +1,345 +1,059%
SIA
1768
SeaBridge Investment Advisors
New Jersey
$208K -$9.36K -70 -5%
MMPW
1769
Mitchell McLeod Pugh & Williams
Alabama
$208K +$195K +1,460 New
SFG
1770
StrategIQ Financial Group
Indiana
$207K +$194K +1,455 New
GC
1771
Gilbert & Cook
Iowa
$206K +$194K +1,450 New
LIA
1772
LBMC Investment Advisors
Tennessee
$206K +$194K +1,453 New
DBIA
1773
Dumont & Blake Investment Advisors
New Jersey
$205K +$192K +1,440 New
MMA
1774
Miracle Mile Advisors
California
$205K +$193K +1,444 New
WP
1775
WealthPLAN Partners
Nebraska
$203K +$192K +1,433 New
69 70
71
72 73