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Name Holding Trade Value Shares
Change 		Change in
Stake
FAB
2101
First American Bank
Illinois
$925K -$18.1K -60 -2%
LC
2102
Lincoln Capital
Nebraska
$925K +$354K +1,174 +68%
CVM
2103
Cheviot Value Management
California
$923K +$14.5K +48 +2%
CP
2104
Covenant Partners
Tennessee
$922K +$517K +1,717 +145%
WA
2105
Waddell & Associates
Tennessee
$922K +$249K +826 +40%
GCM
2106
Generation Capital Management
New York
$920K +$307K +1,019 +54%
UWPG
2107
Ullmann Wealth Partners Group
Florida
$920K +$159K +527 +22%
CD
2108
Chapin Davis
Maryland
$918K -$26.5K -88 -3%
VBFG
2109
Vishria Bird Financial Group
Tennessee
$918K – – –
LA
2110
Lifeworks Advisors
Michigan
$916K +$82.9K +275 +11%
RA
2111
Rise Advisors
New York
$916K -$14.5K -48 -2%
AF
2112
Atala Financial
California
$915K +$16.9K +56 +2%
CC
2113
Cornerstone Capital
California
$914K -$130K -430 -13%
CFAM
2114
Center For Asset Management
Florida
$913K -$54.5K -181 -8%
AIA
2115
AIMZ Investment Advisors
California
$912K -$3.01K -10 -0.3%
MAMG
2116
Milestone Asset Management Group
Connecticut
$912K +$42.8K +142 +5%
WWA
2117
Wisconsin Wealth Advisors
Wisconsin
$912K -$3.62K -12 -0.4%
WG
2118
Welch Group
Alabama
$911K -$74.1K -246 -8%
MAM
2119
Mark Asset Management
New York
$911K -$5.94M -19,706 -87%
ABWM
2120
Alpine Bank Wealth Management
Colorado
$911K -$13K -43 -1%
PIM
2121
Penobscot Investment Management
Massachusetts
$911K – – –
AFA
2122
Allium Financial Advisors
Oregon
$910K -$901K -2,991 -51%
BWL
2123
Bogart Wealth LLC
Virginia
$910K +$152K +504 +21%
EGM
2124
Engineers Gate Manager
New York
$908K +$861K +2,859 New
ABTD
2125
Arvest Bank Trust Division
Oklahoma
$907K +$124K +411 +17%
83 84
85
86 87