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Name Holding Trade Value Shares
Change 		Change in
Stake
BP
1451
BBR Partners
New York
$270K +$505 +80 +0.2%
SBWIC
1452
Schaper Benz & Wise Investment Counsel
Wisconsin
$270K +$25.2K +4,000 +11%
TCWM
1453
Total Clarity Wealth Management
Illinois
$269K +$10.9K +1,720 +4%
PO
1454
Private Ocean
California
$266K +$35.3K +5,600 +16%
GFS
1455
GYL Financial Synergies
Connecticut
$265K -$11.6K -1,840 -4%
PL
1456
Plancorp LLC
Missouri
$265K +$252 +40 +0.1%
CFSG
1457
Community Financial Services Group
Vermont
$264K – – –
PHAM
1458
Palisades Hudson Asset Management
Florida
$264K – – –
PDM
1459
Penn Davis McFarland
Texas
$264K – – –
SIAP
1460
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$263K -$63.1K -10,000 -20%
HCM
1461
Howland Capital Management
Massachusetts
$263K +$252K +39,920 New
CWM
1462
Cahaba Wealth Management
Georgia
$263K +$253K +40,040 New
CFG
1463
Capstone Financial Group
Oklahoma
$262K -$181K -28,680 -42%
VC
1464
Veracity Capital
Georgia
$262K +$251K +39,720 New
WWM
1465
WJ Wealth Management
Arizona
$261K +$21.2K +3,360 +9%
PG
1466
Prostatis Group
Maryland
$261K +$250K +39,560 New
AUB
1467
Atlantic Union Bankshares
Virginia
$260K +$21.5K +3,400 +9%
TF
1468
TimeScale Financial
Massachusetts
$259K -$25.2K -4,000 -9%
ECG
1469
Edge Capital Group
Georgia
$259K -$21.7K -3,440 -8%
TCOV
1470
Trust Company of Vermont
Vermont
$259K +$3.53K +560 +1%
DWM
1471
Doyle Wealth Management
Florida
$258K -$40.1K -6,360 -14%
BAC
1472
Boys Arnold & Co
North Carolina
$256K -$2.02K -320 -0.8%
CBFP
1473
Cedar Brook Financial Partners
Ohio
$256K +$245K +38,840 New
CAL
1474
Capital Analysts LLC
Pennsylvania
$252K -$16.4K -2,600 -6%
KWA
1475
KCS Wealth Advisory
California
$252K -$12.6K -2,000 -5%
57 58
59
60 61