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Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
2701
Court Place Advisors
Maryland
$640K -$6.25K -26 -0.9%
SPC
2702
Stewart & Patten Company
California
$637K – – –
RWI
2703
Red Wave Investments
Pennsylvania
$637K -$240 -1 -0%
WAOI
2704
Wealth Advisors of Iowa
Iowa
$636K -$2.88K -12 -0.4%
LC
2705
Lavaca Capital
Texas
$636K +$22.1K +92 +3%
SC
2706
Saiph Capital
New Jersey
$636K -$29.3K -122 -4%
BOPW
2707
Brandywine Oak Private Wealth
Pennsylvania
$636K -$281K -1,169 -30%
WCM
2708
Wedge Capital Management
North Carolina
$635K -$6.01K -25 -0.9%
SWA
2709
Sutton Wealth Advisors
Florida
$635K +$58.2K +242 +10%
FG
2710
Foster Group
Iowa
$633K +$297K +1,236 +82%
HC
2711
Hamilton Capital
Ohio
$630K +$28.6K +119 +5%
NP
2712
Ninepoint Partners
Ontario, Canada
$627K – – –
EFM
2713
E Fund Management
China
$626K +$4.57K +19 +0.7%
CWM
2714
Cahaba Wealth Management
Georgia
$625K -$18.7K -78 -3%
MMH
2715
Menora Mivtachim Holdings
Israel
$621K – – –
EAM
2716
Empirical Asset Management
Massachusetts
$621K +$649K +2,698 New
CWG
2717
Crown Wealth Group
North Carolina
$620K +$81K +337 +14%
CAM
2718
Campion Asset Management
Virginia
$619K – – –
DPI
2719
Diversified Portfolios Inc
Michigan
$618K -$82K -341 -11%
HWA
2720
Heartwood Wealth Advisors
Virginia
$618K -$192K -800 -23%
BCG
2721
Breakwater Capital Group
New Jersey
$616K +$80.5K +335 +15%
GCAC
2722
Guardian Capital Advisors (Canada)
Ontario, Canada
$614K +$215K +895 +52%
FBT
2723
First Bank & Trust
South Dakota
$614K -$12K -50 -2%
HKIMG
2724
Hutchens & Kramer Investment Management Group
Indiana
$613K -$7.93K -33 -1%
DCM
2725
Dupont Capital Management
Delaware
$613K -$25.6M -106,434 -98%
107 108
109
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