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Name Holding Trade Value Shares
Change 		Change in
Stake
TNB
2201
Thomasville National Bank
Georgia
$432K +$17.8K +57 +5%
CA
2202
Cullinan Associates
Kentucky
$431K -$2.15M -6,900 -85%
SIC
2203
Sterling Investment Counsel
New York
$431K – – –
WCM
2204
Whitener Capital Management
North Carolina
$427K +$69.1K +222 +23%
GPWA
2205
Great Point Wealth Advisors
Massachusetts
$426K +$130K +417 +54%
PCG
2206
Prosperity Consulting Group
Maryland
$426K +$159K +510 +76%
LDFR
2207
Lehman & Derafelo Financial Resources
Pennsylvania
$425K – – –
SFP
2208
Sweet Financial Partners
Minnesota
$425K +$149K +477 +68%
SWM
2209
Silverlake Wealth Management
Vermont
$425K -$39.2K -126 -10%
PPW
2210
Parcion Private Wealth
Washington
$423K -$14K -45 -4%
RPGK
2211
Retirement Planning Group (Kansas)
Kansas
$422K +$17.8K +57 +5%
KWM
2212
Keebeck Wealth Management
Illinois
$420K – – –
TC
2213
Truvestments Capital
Florida
$420K +$6.54K +21 +2%
SAM
2214
S.A. Mason
Michigan
$419K -$934 -3 -0.3%
SFWA
2215
Summit Financial Wealth Advisors
Louisiana
$418K +$9.34K +30 +3%
JWM
2216
JGP Wealth Management
Oregon
$418K +$99K +318 +35%
MWM
2217
Minot Wealth Management
Massachusetts
$417K -$13.1K -42 -3%
AA
2218
Axiom Advisory
California
$417K – – –
BIA
2219
Barry Investment Advisors
Massachusetts
$417K +$14.9K +48 +4%
RGC
2220
Roberts, Glore & Co
Illinois
$416K -$47.7K -153 -12%
BFO
2221
Biltmore Family Office
North Carolina
$415K – – –
CCM
2222
Crossvault Capital Management
Texas
$415K – – –
EMFAT
2223
Emerald Mutual Fund Advisers Trust
Pennsylvania
$415K +$360K +1,155 New
DJYG
2224
David J. Yvars Group
Florida
$414K – – –
MIM
2225
Merrion Investment Management
New Jersey
$414K – – –
87 88
89
90 91