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Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
4101
Maryland Capital Advisors
Maryland
$721K -$31.3K -186 -4%
NICM
4102
Neo Ivy Capital Management
New York
$712K +$103K +614 +18%
CG
4103
Castellan Group
Kentucky
$708K -$45.1K -268 -6%
NI
4104
NFC Investments
Tennessee
$701K – – –
EA
4105
Evergreen Advisors
Tennessee
$700K +$336 +2 +0%
AMIM
4106
Aull & Monroe Investment Management
Alabama
$700K +$1.18K +7 +0.2%
CJFS
4107
Coulter & Justus Financial Services
Tennessee
$700K +$175K +1,043 +35%
SCS
4108
Syquant Capital SAS
France
$698K -$135K -800 -17%
EPAM
4109
Euro Pacific Asset Management
Puerto Rico
$698K – – –
AOG
4110
Alpha Omega Group
Virginia
$698K +$5.21K +31 +0.8%
SC
4111
Schoolcraft Capital
Colorado
$691K -$120K -711 -15%
LPWM
4112
Lake Point Wealth Management
Texas
$691K -$79.4K -472 -11%
CCM
4113
Cinctive Capital Management
New York
$690K +$664K +3,951 New
BWL
4114
Beacon Wealthcare LLC
North Carolina
$687K -$118K -700 -15%
HFS
4115
Horizon Financial Services
North Carolina
$685K +$97.9K +582 +17%
SPIA
4116
Strategic Point Investment Advisors
Rhode Island
$683K +$657K +3,909 New
AR
4117
Advisory Research
Illinois
$681K -$133K -788 -17%
CWA
4118
Carolina Wealth Advisors
South Carolina
$680K -$1.68K -10 -0.3%
SCA
4119
Scott Capital Advisors
Oregon
$679K -$3.87K -23 -0.6%
BFA
4120
Bluestem Financial Advisors
Illinois
$677K – – –
SOAG
4121
Silver Oak Advisory Group
Oregon
$673K -$54K -321 -8%
BFS
4122
Beacon Financial Strategies
North Carolina
$667K -$7.23K -43 -1%
KOMWMG
4123
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$664K -$521K -3,096 -45%
NOCM
4124
Night Owl Capital Management
Connecticut
$663K – – –
TT
4125
TI-Trust
Illinois
$662K -$136K -808 -18%
163 164
165
166 167