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Name Holding Trade Value Shares
Change 		Change in
Stake
PVWM
2051
Point View Wealth Management
New Jersey
$283K -$8.44K -344 -3%
NYLIM
2052
New York Life Investment Management
New York
$282K – – –
AWE
2053
Avidian Wealth Enterprises
Texas
$282K +$491 +20 +0.2%
KIC
2054
Keating Investment Counselors
Florida
$278K +$270K +11,020 New
NA
2055
Nottingham Advisors
New York
$273K -$12.8K -520 -5%
AW
2056
Alpha Windward
Massachusetts
$269K -$38.7K -1,576 -13%
CISOA
2057
Capital Investment Services of America
Wisconsin
$269K +$262K +10,680 New
PWS
2058
Peloton Wealth Strategists
Indiana
$267K -$2.12M -86,196 -89%
BGIM
2059
Boussard & Gavaudan Investment Management
United Kingdom
$266K +$258K +10,512 New
AWA
2060
ARS Wealth Advisors
Florida
$265K +$61.8K +2,520 +6%
WKA
2061
Wilson Kemp & Associates
Michigan
$264K -$141K -5,740 -35%
SC
2062
Sumit Capital
New York
$261K +$254K +10,368 New
FMP
2063
Financial Management Professionals
Texas
$254K -$74.7K -3,044 -23%
SCCM
2064
Schafer Cullen Capital Management
New York
$254K – – –
YMRC
2065
Yorktown Management & Research Company
Virginia
$252K -$98.2K -4,000 -29%
CCA
2066
Conestoga Capital Advisors
Pennsylvania
$250K -$20.6K -840 -8%
CA
2067
Cortland Associates
Missouri
$249K +$243K +9,884 New
HIM
2068
Hanlon Investment Management
New Jersey
$249K +$243K +9,884 New
GBM
2069
Grace Brothers Management
Illinois
$247K – – –
CAL
2070
Capital Advisors Ltd
Ohio
$246K -$60.1K -2,448 -20%
FNBOMD
2071
First National Bank of Mount Dora
Florida
$245K +$17.2K +700 +8%
ACA
2072
Anchor Capital Advisors
Massachusetts
$243K -$115K -4,668 -33%
BA
2073
Bard Associates
Illinois
$243K – – –
AAC
2074
Asset Advisors Corp
Georgia
$235K +$69.1K +2,816 +43%
AAA
2075
Alpine Associates Advisors
New Jersey
$233K -$25M -1,019,820 -92%
81 82
83
84 85