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Name Holding Trade Value Shares
Change 		Change in
Stake
NERM
4276
New England Research & Management
Illinois
$671K +$4.18K +33 +0.5%
BTC
4277
Bank & Trust Company
Illinois
$670K +$75.2K +593 +11%
FRM
4278
Fox Run Management
Connecticut
$669K +$783K +6,176 New
WAG
4279
Wheelhouse Advisory Group
Missouri
$668K -$40.4K -319 -5%
LODC
4280
Lanham O'Dell & Company
West Virginia
$667K -$15.2K -120 -2%
LW
4281
Lauer Wealth
Indiana
$667K +$214K +1,685 +38%
GCL
4282
Gouws Capital LLC
North Carolina
$667K +$127K +1,000 +19%
CA
4283
Claris Advisors
Missouri
$666K -$9.13K -72 -1%
CP
4284
Camelot Portfolios
Ohio
$666K +$779K +6,147 New
CPCP
4285
Cedar Point Capital Partners
Iowa
$665K +$13.8K +109 +2%
SFWA
4286
Summit Financial Wealth Advisors
Louisiana
$665K +$361K +2,852 +87%
FA
4287
FF Advisors
California
$662K -$1.52K -12 -0.2%
RC
4288
Reik & Co
New York
$661K – – –
SHF
4289
Stage Harbor Financial
Massachusetts
$661K -$195K -1,541 -20%
CF
4290
Cyr Financial
Illinois
$660K +$23.6K +186 +3%
BMO
4291
Beck Mack & Oliver
New York
$660K -$184K -1,450 -19%
SHFA
4292
SC&H Financial Advisors
Maryland
$659K +$128K +1,011 +20%
OWA
4293
ORBA Wealth Advisors
Illinois
$659K +$82.4K +650 +12%
TA
4294
TPG Advisors
Illinois
$659K -$27.8K -219 -3%
TWM
4295
TSA Wealth Management
Texas
$658K -$35.7K -282 -4%
MWM
4296
Mascoma Wealth Management
New Hampshire
$658K – – –
KP
4297
Kitching Partners
Pennsylvania
$658K +$79.3K +626 +12%
YCG
4298
Yeomans Consulting Group
Georgia
$656K -$241K -1,903 -24%
CWM
4299
Chicago Wealth Management
Illinois
$656K -$59.3K -468 -7%
WIC
4300
Wilkins Investment Counsel
Massachusetts
$656K – – –
170 171
172
173 174