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Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
1351
Oak Asset Management
California
$330K – – –
SMFG
1352
Sumitomo Mitsui Financial Group
Japan
$330K +$10.2K +93 +3%
BWM
1353
Biltmore Wealth Management
Arizona
$330K +$15.2K +138 +5%
CBT
1354
Capital Bank & Trust
California
$330K +$22.6K +205 +7%
HMS
1355
Hanseatic Management Services
New Mexico
$327K -$9.91K -90 -3%
SXL
1356
Summit X LLC
Missouri
$327K +$10.2K +93 +3%
CB
1357
CNB Bank
Pennsylvania
$325K +$204K +1,853 +145%
CWS
1358
Cypress Wealth Services
California
$324K -$216K -1,961 -39%
AWA
1359
ARS Wealth Advisors
Florida
$323K -$5.51K -50 -2%
LP
1360
LMR Partners
United Kingdom
$322K -$3.24M -29,380 -90%
SFG
1361
SevenBridge Financial Group
Pennsylvania
$321K -$22K -200 -6%
EDRIA
1362
Edmonds Duncan Registered Investment Advisors
Kansas
$320K – – –
LC
1363
LCNB Corp
Ohio
$317K – – –
TTWM
1364
TCV Trust & Wealth Management
Virginia
$317K – – –
SGCA
1365
Steel Grove Capital Advisors
Tennessee
$316K – – –
FCA
1366
FLC Capital Advisors
California
$315K +$33K +300 +11%
WP
1367
WealthSource Partners
California
$315K +$335K +3,040 New
CRWM
1368
Castle Rock Wealth Management
California
$313K -$209K -1,897 -38%
GW
1369
GW & Wade
Massachusetts
$313K +$13.1K +119 +4%
ACM
1370
ADI Capital Management
New York
$311K – – –
SIC
1371
Schwartz Investment Counsel
Michigan
$311K – – –
WKWM
1372
Walter & Keenan Wealth Management
Indiana
$311K – – –
MOS
1373
MGO One Seven
Ohio
$310K -$9.91K -90 -3%
CA
1374
Cambridge Advisors
Nebraska
$310K – – –
CJA
1375
C-J Advisory
California
$310K – – –
53 54
55
56 57