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Name Holding Trade Value Shares
Change 		Change in
Stake
ATIA
3601
American Trust Investment Advisors
New Hampshire
$230K – – –
HPCM
3602
High Pointe Capital Management
Illinois
$230K – – –
MCM
3603
McRae Capital Management
New Jersey
$230K – – –
BWA
3604
Brave Warrior Advisors
New York
$230K +$3.45K +20 +1%
FL
3605
Fort LP
Maryland
$227K -$262K -1,520 -52%
BCM
3606
Bourgeon Capital Management
Connecticut
$227K – – –
MAG
3607
Mokosak Advisory Group
Iowa
$225K – – –
IA
3608
Inspire Advisors
Idaho
$224K +$235K +1,360 New
LIM
3609
Lathrop Investment Management
Arkansas
$223K -$10.3K -60 -4%
EL
3610
EMFO LLC
Florida
$223K – – –
YMRC
3611
Yorktown Management & Research Company
Virginia
$223K – – –
FWM
3612
FSA Wealth Management
Massachusetts
$223K +$6.9K +40 +3%
WFO
3613
Wealthgate Family Office
Colorado
$223K +$235K +1,360 New
PAM
3614
PVG Asset Management
Colorado
$220K – – –
AW
3615
Avion Wealth
Texas
$220K -$176K -1,020 -43%
HBWM
3616
Hollow Brook Wealth Management
New York
$220K – – –
MAP
3617
Milestone Advisory Partners
North Carolina
$220K – – –
GPA
3618
Guidance Point Advisors
Massachusetts
$219K – – –
ICM
3619
Intrepid Capital Management
Florida
$217K +$3.45K +20 +2%
CFG
3620
CKW Financial Group
Hawaii
$215K -$13.8K -80 -6%
AMIM
3621
Aull & Monroe Investment Management
Alabama
$214K – – –
VCAM
3622
Van Cleef Asset Management
Ohio
$214K – – –
SPA
3623
Sentinel Pension Advisors
Massachusetts
$214K +$224K +1,300 New
WF
3624
Williams Financial
Vermont
$213K -$103K -600 -32%
SHIM
3625
Stone House Investment Management
Pennsylvania
$213K – – –
143 144
145
146 147