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Name Holding Trade Value Shares
Change 		Change in
Stake
COCM
2526
Charter Oak Capital Management
New Hampshire
$875K -$75.8K -184 -7%
RBFC
2527
Roman Butler Fullerton & Co
Missouri
$874K -$17.7K -43 -2%
BBA
2528
Baader Bank Aktiengesellschaft
Germany
$874K -$1.72M -4,170 -61%
FUBT
2529
First United Bank & Trust
Maryland
$873K +$55.2K +134 +6%
CC
2530
Cornerstone Capital
California
$873K -$288K -700 -23%
BFIM
2531
Beese Fulmer Investment Management
Ohio
$873K +$159K +385 +20%
RSA
2532
River Street Advisors
Illinois
$873K +$199K +483 +26%
KW
2533
KWB Wealth
California
$872K +$124K +301 +18%
IWA
2534
Integrity Wealth Advisors
California
$872K +$312K +757 +48%
MCWS
2535
McKinley Carter Wealth Services
West Virginia
$871K – – –
CAL
2536
Capital Advisors Ltd
Ohio
$871K +$434K +1,053 +82%
LWM
2537
Lodestone Wealth Management
Washington
$871K +$39.1K +95 +4%
AF
2538
Abound Financial
California
$868K – – –
DWM
2539
Ducere Wealth Management
California
$868K -$27.2K -66 -3%
AWM
2540
Accel Wealth Management
Iowa
$868K +$26.8K +65 +3%
CCA
2541
Carrera Capital Advisors
Michigan
$867K +$7.42K +18 +0.8%
PWP
2542
Phillips Wealth Planners
Mississippi
$865K -$824 -2 -0.1%
HIW
2543
Holos Integrated Wealth
Pennsylvania
$864K +$218K +530 +27%
HIS
2544
Horizon Investment Services
Indiana
$861K -$268K -650 -22%
SIC
2545
Sterling Investment Counsel
New York
$861K -$54K -131 -5%
EFP
2546
Envision Financial Planning
Tennessee
$860K +$953K +2,313 New
IFS
2547
Integrated Financial Solutions
Virginia
$859K +$247K +600 +35%
FCM
2548
Firestone Capital Management
Florida
$857K +$306K +744 +48%
WFAG
2549
Wescott Financial Advisory Group
Pennsylvania
$857K +$17.7K +43 +2%
SIC
2550
SJS Investment Consulting
Ohio
$856K +$104K +253 +12%
100 101
102
103 104