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Name Holding Trade Value Shares
Change 		Change in
Stake
CIG
726
Cascade Investment Group
Colorado
$245K -$45.5K -325 -16%
TF
727
Trek Financial
Arizona
$244K +$34.9K +249 +17%
OL
728
Optas LLC
Texas
$243K – – –
SWM
729
Seed Wealth Management
Illinois
$242K -$28K -200 -11%
TC
730
TownSquare Capital
Utah
$242K +$18.8K +134 +9%
SIM
731
Sentry Investment Management
Wisconsin
$239K – – –
SFG
732
Sather Financial Group
Texas
$238K – – –
FMB
733
Field & Main Bank
Kentucky
$237K -$159K -1,136 -41%
PCM
734
Pointe Capital Management
Michigan
$236K – – –
PBC
735
Pavion Blue Capital
California
$233K -$10.5K -75 -4%
MAM
736
Martingale Asset Management
Massachusetts
$233K +$224K +1,601 New
SWA
737
Sax Wealth Advisors
New Jersey
$232K – – –
DWA
738
Douglass Winthrop Advisors
New York
$230K – – –
MIS
739
Morningstar Investment Services
Illinois
$228K -$141K -1,004 -39%
DCM
740
Donaldson Capital Management
Indiana
$228K – – –
PG
741
Patten Group
Tennessee
$228K – – –
FFB
742
First Financial Bankshares
Texas
$227K +$219K +1,565 New
ECG
743
Edge Capital Group
Georgia
$227K – – –
NDSI
744
Newman Dignan & Sheerar Inc
Rhode Island
$225K – – –
SPWG
745
Syntegra Private Wealth Group
Missouri
$225K – – –
CSPIA
746
Cary Street Partners Investment Advisory
Virginia
$225K -$6.03K -43 -3%
HFP
747
Holistic Financial Partners
Indiana
$222K -$76.5K -546 -26%
RWB
748
RMR Wealth Builders
New Jersey
$221K – – –
AWM
749
AllSquare Wealth Management
New York
$220K – – –
BWM
750
Baron Wealth Management
Michigan
$218K -$280 -2 -0.1%
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