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Name Holding Trade Value Shares
Change 		Change in
Stake
DK
2701
Darrell & King
Virginia
$271K – – –
CCMT
2702
CMT Capital Markets Trading
Germany
$271K +$267K +6,400 New
LI
2703
LVZ Inc
Michigan
$269K +$167 +4 +0.1%
SCM
2704
Symons Capital Management
Pennsylvania
$267K -$87.8K -2,100 -25%
AW
2705
Alpha Windward
Massachusetts
$267K -$8.69K -208 -3%
SCM
2706
Salem Capital Management
Massachusetts
$267K – – –
CM
2707
Capital Management
Virginia
$262K -$2.51K -60 -1%
TIA
2708
Tandem Investment Advisors
South Carolina
$258K +$5.85K +140 +2%
TL
2709
Tirschwell & Loewy
New York
$257K +$254K +6,076 New
BCM
2710
Brookmont Capital Management
Texas
$255K +$18.7K +448 +8%
BMM
2711
Berkshire Money Management
Massachusetts
$251K – – –
BAM
2712
Boyar Asset Management
New York
$250K -$43.5K -1,040 -15%
MWM
2713
MinichMacGregor Wealth Management
New York
$249K -$21.2K -508 -8%
PMG
2714
Private Management Group
California
$248K +$245K +5,868 New
PCM
2715
Perkins Capital Management
Minnesota
$245K -$29.3K -700 -11%
GRQ
2716
Gardner Russo & Quinn
Pennsylvania
$245K +$242K +5,800 New
AIA
2717
Arcadia Investment Advisors
Idaho
$244K +$241K +5,756 New
AWA
2718
Artemis Wealth Advisors
New York
$242K – – –
DP
2719
Denver PWM
Colorado
$242K -$76.4K -1,828 -25%
TP
2720
Truvvo Partners
New York
$242K – – –
PAS
2721
Professional Advisory Services
Florida
$239K – – –
SWM
2722
Sequoia Wealth Management
Illinois
$239K +$231K +5,516 New
KS
2723
Karpas Strategies
Connecticut
$237K – – –
LPC
2724
Loeb Partners Corp
New York
$237K – – –
PR
2725
Payden & Rygel
California
$237K – – –
107 108
109
110 111