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Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1326
Sterling Investment Counsel
New York
$206K – – –
HIA
1327
Harbor Investment Advisory
Maryland
$205K -$214K -1,128 -48%
SAM
1328
Summit Asset Management
Tennessee
$205K +$10.6K +56 +5%
MFWP
1329
Mosaic Family Wealth Partners
Missouri
$204K +$231K +1,218 New
ASC
1330
Atalanta Sosnoff Capital
New York
$204K -$129K -681 -36%
AFGAS
1331
Allegiance Financial Group Advisory Services
Virginia
$204K +$230K +1,215 New
OC
1332
Oakworth Capital
Alabama
$203K +$947 +5 +0.4%
BFC
1333
Bedel Financial Consulting
Indiana
$203K +$379 +2 +0.2%
RG
1334
Renaissance Group
Kentucky
$203K – – –
CSA
1335
Cottage Street Advisors
Massachusetts
$201K +$18.9K +100 +9%
WFS
1336
Widmann Financial Services
Maryland
$200K +$13.3K +70 +6%
CT
1337
Colonial Trust
South Carolina
$197K +$99.2K +524 +80%
CFO
1338
CVA Family Office
Colorado
$195K -$36.5K -193 -14%
HPC
1339
HM Payson & Co
Maine
$194K -$42.6K -225 -16%
HBT
1340
Hills Bank & Trust
Iowa
$188K -$26.5K -140 -11%
EWM
1341
Evermay Wealth Management
Virginia
$186K +$5.3K +28 +3%
PPC
1342
Park Place Capital
Alabama
$184K +$198K +1,045 +2,090%
CAM
1343
Costello Asset Management
Pennsylvania
$183K +$65.1K +344 +46%
TC
1344
Trust Company
Kansas
$182K +$3.41K +18 +2%
VGDSS
1345
VUB Generali dochodkova spravcovska spolocnost
$181K – – –
CFD
1346
Creative Financial Designs
Indiana
$180K +$23.9K +126 +13%
IAIM
1347
International Assets Investment Management
Florida
$180K -$42.4K -224 -18%
TFM
1348
TFC Financial Management
Massachusetts
$176K -$13.4K -71 -6%
DMBA
1349
Deseret Mutual Benefit Administrators
Utah
$175K +$12.1K +64 +7%
TWD
1350
True Wealth Design
Ohio
$174K +$14.6K +77 +8%
52 53
54
55 56