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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1601
Connecticut Wealth Management
Connecticut
$258K +$7.78K +101 +3%
WPC
1602
Waters Parkerson & Co
Louisiana
$258K -$2.85K -37 -1%
PCMC
1603
Private Capital Management (Colorado)
Colorado
$258K +$261K +3,392 New
GB
1604
Goepper Burkhardt
South Carolina
$257K – – –
NCM
1605
Narwhal Capital Management
Georgia
$257K -$202K -2,622 -44%
VCM
1606
Virtue Capital Management
Tennessee
$256K -$50.5K -656 -16%
MKA
1607
M. Kulyk & Associates
Georgia
$256K +$7.63K +99 +3%
PPP
1608
Private Portfolio Partners
New Jersey
$256K -$190K -2,473 -42%
SSWM
1609
Strait & Sound Wealth Management
California
$256K +$12.3K +160 +5%
WWC
1610
Waypoint Wealth Counsel
Georgia
$255K -$1.08K -14 -0.4%
FHA
1611
First Horizon Advisors
Tennessee
$255K -$36.7K -477 -12%
PAIM
1612
Punch & Associates Investment Management
Minnesota
$254K – – –
LWM
1613
Lodestone Wealth Management
Washington
$254K -$7.7K -100 -3%
ACL
1614
Applied Capital LLC
Florida
$254K +$3.93K +51 +2%
EAM
1615
Evanson Asset Management
California
$253K – – –
PFBT
1616
Parkside Financial Bank & Trust
Missouri
$251K +$41.2K +535 +19%
PHAM
1617
Palisades Hudson Asset Management
Florida
$251K – – –
AA
1618
Alta Advisers
United Kingdom
$251K – – –
PWMAG
1619
Pinnacle Wealth Management Advisory Group
New Jersey
$250K +$253K +3,289 New
PWA
1620
Physician Wealth Advisors
Utah
$249K – – –
MIM
1621
Meridiem Investment Management
United Kingdom
$249K – – –
CBTWT
1622
Community Bank & Trust (Waco, Texas)
Texas
$248K -$7.16K -93 -3%
SWA
1623
SFMG Wealth Advisors
Texas
$248K -$2.46K -32 -1%
CAM
1624
Cidel Asset Management
Ontario, Canada
$247K -$7M -90,910 -97%
FBB
1625
Fulton Breakefield Broenniman
Maryland
$247K -$22.7K -295 -8%
63 64
65
66 67