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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2751
S.A. Mason
Michigan
$587K +$50.8K +158 +12%
CCM
2752
Canal Capital Management
Virginia
$585K +$25.7K +80 +6%
CIA
2753
Cohen Investment Advisors
New Hampshire
$585K – – –
JWM
2754
JDH Wealth Management
California
$585K +$466K +1,449 New
NPT
2755
National Philanthropic Trust
Pennsylvania
$584K -$257K -798 -36%
AL
2756
ADE LLC
Maryland
$584K – – –
GPW
2757
Genesis Private Wealth
Virginia
$584K +$465K +1,446 New
ONSWM
2758
Old North State Wealth Management
North Carolina
$583K +$32.2K +100 +7%
WTFG
2759
Wood Tarver Financial Group
Idaho
$583K +$465K +1,444 New
EWA
2760
Encompass Wealth Advisors
Oregon
$582K -$38.6K -120 -8%
MLFP
2761
MPS Loria Financial Planners
Illinois
$582K +$5.47K +17 +1%
HC
2762
Hurley Capital
New York
$578K +$448K +1,393 New
AZ
2763
Alpha Zero
Florida
$578K +$460K +1,431 New
FAT
2764
First American Trust
California
$578K -$322 -1 -0.1%
CFGW
2765
Chancellor Financial Group WB
Pennsylvania
$577K +$460K +1,430 New
SWM
2766
Segment Wealth Management
Texas
$577K +$41.5K +129 +10%
HGA
2767
Hobbs Group Advisors
South Carolina
$575K +$1.93K +6 +0.4%
IIM
2768
InTrack Investment Management
Vermont
$575K -$853K -2,650 -65%
TF
2769
Tompkins Financial
New York
$574K +$4.83K +15 +1%
CHC
2770
City Holding Co
West Virginia
$574K +$33.8K +105 +8%
SHFA
2771
SS&H Financial Advisors
Michigan
$574K – – –
WPIC
2772
White Pine Investment Company
Michigan
$574K +$111K +344 +32%
LF
2773
Lee Financial
Texas
$574K +$57.9K +180 +15%
WCA
2774
Westover Capital Advisors
Delaware
$574K +$7.72K +24 +2%
TMWM
2775
Taylor & Morgan Wealth Management
Michigan
$573K -$94.9K -295 -17%
109 110
111
112 113