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Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
1751
Cascade Financial Partners
California
$235K +$244K +3,108 New
BSA
1752
Bull Street Advisors
Georgia
$235K -$39.7K -505 -14%
BMO
1753
Beck Mack & Oliver
New York
$235K +$244K +3,103 New
CCM
1754
CAAS Capital Management
New York
$235K +$244K +3,103 New
LWM
1755
Liberty Wealth Management
California
$234K – – –
CWM
1756
Centric Wealth Management
Illinois
$234K -$2.67K -34 -1%
IC
1757
Iconiq Capital
California
$234K +$242K +3,087 New
LPT
1758
Legacy Private Trust
Wisconsin
$233K -$8.4K -107 -3%
USWIA
1759
UP Strategic Wealth Investment Advisors
Pennsylvania
$233K +$42.1K +536 +21%
ICP
1760
Interchange Capital Partners
Pennsylvania
$233K +$24.4K +310 +9%
CAL
1761
Capital Advisors Ltd
Ohio
$233K -$20.5K -261 -8%
NW
1762
Naviter Wealth
Arkansas
$232K -$765K -9,740 -76%
FFG
1763
Frisch Financial Group
New York
$232K +$864 +11 +0.4%
DG
1764
DMC Group
Alabama
$231K +$240K +3,058 New
STA
1765
Smith Thornton Advisors
Alabama
$231K +$240K +3,053 New
BIG
1766
Builder Investment Group
Georgia
$231K – – –
SIC
1767
Samalin Investment Counsel
New York
$230K -$16.7K -213 -7%
EAM
1768
Empirical Asset Management
Massachusetts
$230K +$1.16M +14,824 +488%
SAI
1769
Savvy Advisors Inc
New York
$229K -$18.5K -236 -7%
MGAM
1770
McGowan Group Asset Management
Texas
$229K -$17.7K -225 -7%
LA
1771
LVW Advisors
New York
$228K -$28.6K -364 -11%
MMCM
1772
Murphy & Mullick Capital Management
New York
$228K +$236K +3,004 New
AT
1773
Arlington Trust
Alabama
$228K -$58.4K -744 -20%
GAM
1774
Gould Asset Management
California
$227K -$4.32K -55 -2%
WCM
1775
Wallace Capital Management
Texas
$227K – – –
69 70
71
72 73