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Name Holding Trade Value Shares
Change 		Change in
Stake
CVM
1801
Cheviot Value Management
California
$217K -$5.03K -64 -2%
SGK
1802
Steigerwald Gordon & Koch
Virginia
$217K -$7.62K -97 -3%
DPI
1803
Diversified Portfolios Inc
Michigan
$216K -$10.8K -137 -5%
LRWA
1804
Long Run Wealth Advisors
New York
$215K -$11.8K -150 -5%
TCM
1805
Triumph Capital Management
Colorado
$215K +$223K +2,838 New
SOAG
1806
Silver Oak Advisory Group
Oregon
$214K -$18.5K -235 -8%
ACM
1807
Advance Capital Management
Michigan
$214K +$222K +2,824 New
AG
1808
Ascent Group
Virginia
$214K +$222K +2,824 New
MP
1809
Moment Partners
California
$213K +$221K +2,816 New
CBT
1810
Central Bank & Trust
Kentucky
$213K – – –
RWA
1811
Rooted Wealth Advisors
Illinois
$212K +$231K +2,944 New
PPW
1812
Pasadena Private Wealth
California
$211K +$2.28K +29 +1%
MKC
1813
M. Kraus & Co
Vermont
$210K – – –
DS
1814
DRW Securities
Illinois
$209K +$217K +2,766 New
ST
1815
Sabal Trust
Florida
$209K -$30.1K -383 -12%
HWMO
1816
Heritage Wealth Management (Ohio)
Ohio
$208K +$157 +2 +0.1%
CFS
1817
Commonwealth Financial Services
West Virginia
$208K +$215K +2,743 New
CIP
1818
Convergence Investment Partners
Florida
$207K +$707 +9 +0.3%
CCFM
1819
Clear Creek Financial Management
Washington
$207K +$215K +2,738 New
BC
1820
Barnett & Company
Tennessee
$207K +$215K +2,735 New
AA
1821
Addison Advisors
Vermont
$207K -$2.36K -30 -1%
OLVIG
1822
Oliver Lagore Vanvalin Investment Group
Michigan
$206K +$79 +1 +0%
GCM
1823
Gables Capital Management
Florida
$206K +$7.86K +100 +4%
ECA
1824
Elevated Capital Advisors
Utah
$206K +$13.1K +167 +7%
QWM
1825
Quadcap Wealth Management
Texas
$205K +$213K +2,713 New
71 72
73
74 75