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Name Holding Trade Value Shares
Change 		Change in
Stake
WA1
1476
Wimmer Associates 1
California
$302K +$51.3K +465 +17%
PWA
1477
Physician Wealth Advisors
Utah
$299K +$60.8K +551 +27%
LA
1478
LexAurum Advisors
Kansas
$297K +$5.85K +53 +2%
MBTD
1479
Mechanics Bank - Trust Department
California
$295K +$38.1K +345 +13%
MWM
1480
Minot Wealth Management
Massachusetts
$293K -$41.4K -375 -11%
LC
1481
LCNB Corp
Ohio
$293K – – –
TTWM
1482
TCV Trust & Wealth Management
Virginia
$293K – – –
RHBC
1483
R.H. Bluestein & Co
Michigan
$292K -$55.2K -500 -14%
HWA
1484
HCR Wealth Advisors
California
$292K -$27.6K -250 -8%
MCM
1485
Marathon Capital Management
Maryland
$292K -$16.6K -150 -5%
SGCA
1486
Steel Grove Capital Advisors
Tennessee
$292K -$2.76K -25 -0.8%
VCP
1487
Verus Capital Partners
Arizona
$292K +$2.32K +21 +0.7%
CFA
1488
Carroll Financial Associates
North Carolina
$292K +$5.52K +50 +2%
CBTWT
1489
Community Bank & Trust (Waco, Texas)
Texas
$292K +$15.1K +137 +5%
RCM
1490
Requisite Capital Management
Texas
$292K +$337K +3,053 New
VCM
1491
Vivaldi Capital Management
Illinois
$290K +$37.4K +339 +13%
MCG
1492
MACRO Consulting Group
New Jersey
$290K +$219K +1,981 New
GW
1493
GW & Wade
Massachusetts
$289K -$2.76K -25 -0.8%
LWM
1494
Laidlaw Wealth Management
New York
$289K +$14.8K +134 +5%
KA
1495
Kovack Advisors
Florida
$288K -$419K -3,797 -56%
NP
1496
NorthRock Partners
Minnesota
$288K -$170K -1,540 -34%
JFL
1497
Jarislowsky, Fraser Ltd
Quebec, Canada
$287K -$27.6K -250 -8%
TAM
1498
Tradition Asset Management
Virginia
$286K +$9.38K +85 +3%
HT
1499
Heritage Trust
Oklahoma
$286K +$33.3K +302 +11%
CC
1500
Callan Capital
California
$285K +$329K +2,978 New
58 59
60
61 62