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Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
2301
Lowe Wealth Advisors
Maryland
$278K -$3.49K -140 -1%
AWMG
2302
Alliance Wealth Management Group
New Jersey
$278K -$1.4K -56 -0.5%
MAM
2303
Marquette Asset Management
Minnesota
$278K – – –
NEPPG
2304
New England Professional Planning Group
Rhode Island
$276K -$78.2K -3,140 -24%
EPP
2305
ETF Portfolio Partners
Kansas
$275K – – –
AMG
2306
Advisors Management Group
Wisconsin
$273K +$250K +10,028 New
YMRC
2307
Yorktown Management & Research Company
Virginia
$272K -$1.99M -80,000 -89%
11A
2308
10-15 Associates
New York
$271K -$263K -10,556 -51%
CP
2309
Coho Partners
Pennsylvania
$270K +$2.99K +120 +1%
CCM
2310
Compass Capital Management
Minnesota
$264K +$241K +9,676 New
BAM
2311
Boyar Asset Management
New York
$257K – – –
HCM
2312
Horrell Capital Management
Arkansas
$257K – – –
RVPG
2313
Relative Value Partners Group
$256K +$38.4K +1,540 +19%
RCG
2314
Ruggie Capital Group
Florida
$256K +$235K +9,416 New
GC
2315
Gibson Capital
Pennsylvania
$253K -$29.9K -1,200 -11%
PO
2316
Private Ocean
California
$253K +$30K +1,204 +15%
CPA
2317
Cowen Prime Advisors
New York
$252K – – –
BSWM
2318
Boston Standard Wealth Management
Massachusetts
$248K +$226K +9,064 New
LC
2319
Lincoln Capital
Nebraska
$246K – – –
MKC
2320
M. Kraus & Co
Vermont
$245K +$13.1K +524 +6%
DIP
2321
DT Investment Partners
Pennsylvania
$245K +$224K +8,988 New
BCA
2322
Bernzott Capital Advisors
California
$244K -$272K -10,920 -55%
AIM
2323
Assured Investment Management
New York
$244K -$251K -10,084 -53%
BGA
2324
Belmont Global Advisors
Texas
$243K -$592K -23,760 -73%
AMAL
2325
Asset Management Advisors LLC
Oklahoma
$241K +$7.47K +300 +4%
91 92
93
94 95