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Name Holding Trade Value Shares
Change 		Change in
Stake
CL
2401
COWA LLC
Oklahoma
$400K +$92.3K +1,769 +30%
AA
2402
Addison Advisors
Vermont
$400K +$185K +3,540 +85%
TW
2403
Towerpoint Wealth
California
$397K -$46K -881 -10%
TFO
2404
Tarbox Family Office
California
$397K -$678 -13 -0.2%
WIC
2405
Wilkins Investment Counsel
Massachusetts
$397K – – –
DCM
2406
Dimension Capital Management
Florida
$397K +$42.7K +818 +12%
LA
2407
Legacy Advisors
Pennsylvania
$396K -$42.2K -809 -10%
FC
2408
Fusion Capital
South Carolina
$396K +$5.37K +103 +1%
PMFA
2409
Plante Moran Financial Advisors
Michigan
$395K -$84.6K -1,622 -18%
ES
2410
ETF Store
Kansas
$395K +$386K +7,396 New
BP
2411
BBR Partners
New York
$390K -$8.5K -163 -2%
SC
2412
Schubert & Co
Texas
$390K +$392K +7,512 New
GM
2413
GeoWealth Management
Illinois
$389K +$5.11K +98 +1%
CCM
2414
Carlson Capital Management
Minnesota
$389K +$35.3K +676 +10%
RRA
2415
Round Rock Advisors
Connecticut
$389K +$91.6K +1,755 +31%
PG
2416
Pendal Group
Australia
$387K – – –
TPWM
2417
Twelve Points Wealth Management
Massachusetts
$386K +$387K +7,422 New
SRC
2418
Sage Rhino Capital
California
$385K -$28.9K -554 -7%
KIG
2419
Kowal Investment Group
Wisconsin
$385K +$106K +2,037 +38%
SAM
2420
Seelaus Asset Management
New Jersey
$383K -$41.8K -802 -10%
SBWIC
2421
Schaper Benz & Wise Investment Counsel
Wisconsin
$383K -$26.1K -500 -6%
BCM
2422
Buckhead Capital Management
Georgia
$382K -$10.2K -196 -3%
NF
2423
Norwood Financial
Pennsylvania
$381K +$382K +7,319 New
WCM
2424
WealthBridge Capital Management
Ohio
$379K +$15.9K +304 +4%
PGWM
2425
Pitti Group Wealth Management
New York
$379K +$381K +7,300 New
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97
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