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Name Holding Trade Value Shares
Change 		Change in
Stake
ESBC
1176
E.S. Barr & Co
Kentucky
$923K +$95.6K +505 +7%
TCM
1177
True Capital Management
California
$922K +$1.42M +7,486 New
HDIM
1178
Hanson & Doremus Investment Management
Vermont
$922K +$1.38M +7,308 +4,129%
OL
1179
Owen LaRue
Kentucky
$919K +$1.53M +8,089 New
AC
1180
Abbrea Capital
California
$919K -$380K -2,008 -21%
CWM
1181
Concentric Wealth Management
California
$919K – – –
KLI
1182
Kelman-Lazarov Inc
Tennessee
$916K -$114K -600 -7%
CAG
1183
Crestwood Advisors Group
Massachusetts
$915K -$599K -3,164 -30%
MGIM
1184
M&G Investment Management
United Kingdom
$915K -$47.9K -253 -3%
LTAS
1185
Linden Thomas Advisory Services
North Carolina
$912K +$1.4M +7,402 New
HA
1186
Herold Advisors
New York
$912K +$312K +1,650 +29%
FMWA
1187
Forvis Mazars Wealth Advisors
Missouri
$906K +$805K +4,253 +137%
FIM
1188
Fernwood Investment Management
Massachusetts
$906K +$131K +691 +10%
SWMG
1189
Signature Wealth Management Group
Georgia
$905K -$1.28M -6,783 -48%
ECA
1190
Elevated Capital Advisors
Utah
$903K +$1.12M +5,930 +423%
HWP
1191
Highline Wealth Partners
California
$894K +$66.3K +350 +5%
EBWM
1192
Eagle Bluffs Wealth Management
Missouri
$891K -$48.3K -255 -3%
TCM
1193
Tanaka Capital Management
New York
$889K -$5.49K -29 -0.4%
DCM
1194
Dudley Capital Management
Virginia
$887K +$1.36M +7,200 New
SWA
1195
Sutton Wealth Advisors
Florida
$883K -$40K -211 -3%
AIS
1196
AM Investment Strategies
Tennessee
$882K +$353K +1,865 +35%
ACM
1197
Avalon Capital Management
California
$878K – – –
BCM
1198
Brainard Capital Management
Texas
$877K +$1.35M +7,121 New
RPC
1199
Rossmore Private Capital
Connecticut
$876K -$27.3K -144 -2%
WEG
1200
World Equity Group
Illinois
$875K +$162K +854 +14%
46 47
48
49 50