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Name Holding Trade Value Shares
Change 		Change in
Stake
CPWA
1876
Cerro Pacific Wealth Advisors
California
$902K +$924K +16,093 New
JF
1877
Jump Financial
Illinois
$901K -$621K -10,814 -40%
GCMG
1878
Gyroscope Capital Management Group
Florida
$901K -$7K -122 -0.8%
KBG
1879
Kahn Brothers Group
New York
$900K +$47.1K +820 +5%
WP
1880
Wedgewood Partners
Missouri
$896K – – –
SAM
1881
Security Asset Management
New York
$895K -$19.3K -337 -2%
MMG
1882
Monetary Management Group
Missouri
$895K +$5.74K +100 +0.6%
ACWM
1883
Adams Chetwood Wealth Management
North Carolina
$894K -$29.2K -509 -3%
DTC
1884
Davidson Trust Company
Washington
$892K +$11.1K +194 +1%
PIA
1885
Pinion Investment Advisors
Kansas
$891K +$79.9K +1,392 +10%
MC
1886
Mathes Company
New York
$889K -$11.5K -200 -1%
CTI
1887
Community Trust & Investment
Kentucky
$889K +$353K +6,155 +63%
BCA
1888
Bray Capital Advisors
Florida
$888K – – –
OTPPB
1889
Ontario Teachers' Pension Plan Board
Ontario, Canada
$888K +$556K +9,691 +157%
PWM
1890
PBMares Wealth Management
Virginia
$886K +$34.4K +600 +4%
WTB
1891
Washington Trust Bank
Washington
$883K +$11.8K +205 +1%
ICM
1892
Islay Capital Management
Texas
$881K -$34.4K -599 -4%
AL
1893
Aspiriant LLC
California
$881K -$21.8K -379 -2%
SWA
1894
Sax Wealth Advisors
New Jersey
$880K +$220K +3,832 +32%
COCM
1895
Charter Oak Capital Management
New Hampshire
$879K -$54.4K -948 -6%
PCMM
1896
Piedmont Capital Management (Montana)
Montana
$879K +$83.7K +1,458 +10%
CFS
1897
CRA Financial Services
New Jersey
$878K +$79.5K +1,385 +10%
PCG
1898
Private Capital Group
Connecticut
$877K -$31.9K -555 -3%
DIP
1899
DT Investment Partners
Pennsylvania
$877K +$85.9K +1,496 +11%
SCI
1900
Stableford Capital II
Arizona
$875K +$87.4K +1,523 +11%
74 75
76
77 78