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Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
801
Brass Tax Wealth Management
Ohio
$350K +$806 +15 +0.3%
WAM
802
Wakefield Asset Management
Colorado
$350K +$5.64K +105 +2%
CPSC
803
Carl P. Sherr & Co
Massachusetts
$349K – – –
SAM
804
Strategy Asset Managers
California
$348K +$16.4K +305 +5%
SDWIA
805
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$348K -$1.34K -25 -0.4%
WA
806
Wambolt & Associates
Colorado
$347K +$58.1K +1,080 +22%
BTI
807
Blue Trust Inc
Georgia
$347K +$192K +3,575 +126%
WAP
808
Wealthcare Advisory Partners
Pennsylvania
$346K -$35.7K -665 -10%
FCP
809
Fidelis Capital Partners
Florida
$346K -$538 -10 -0.2%
FCBT
810
First Citizens Bank & Trust
North Carolina
$344K -$33.1K -615 -9%
NB
811
NBT Bank
New York
$343K +$4.03K +75 +1%
DWT
812
Dorsey & Whitney Trust
South Dakota
$343K +$58.1K +1,080 +22%
SIG
813
Stonegate Investment Group
Alabama
$341K +$44.1K +820 +16%
KAS
814
KPP Advisory Services
Kentucky
$340K +$37.1K +690 +13%
EFG
815
Ethos Financial Group
Pennsylvania
$339K -$248K -4,620 -44%
IPWA
816
International Private Wealth Advisors
California
$339K -$38.4K -715 -11%
EAM
817
Empirical Asset Management
Massachusetts
$338K – – –
CIC
818
Crawford Investment Counsel
Georgia
$334K – – –
PWP
819
Precedent Wealth Partners
Texas
$334K +$5.11K +95 +2%
RCM
820
Ridgepath Capital Management
Tennessee
$333K +$1.07K +20 +0.4%
BCMLT
821
Beacon Capital Management LLC (Tennessee)
Tennessee
$330K +$21.8K +405 +8%
OFA
822
Oak Family Advisors
Illinois
$330K – – –
SFI
823
Siemens Fonds Invest
Germany
$330K – – –
PFPT
824
Pinnacle Financial Partners (Tennessee)
Tennessee
$329K +$12.6K +235 +4%
HNWA
825
Henrickson Nauta Wealth Advisors
Michigan
$328K +$9.41K +175 +3%
31 32
33
34 35