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Name Holding Trade Value Shares
Change 		Change in
Stake
YMRC
1701
Yorktown Management & Research Company
Virginia
$356K – – –
CIC
1702
Crawford Investment Counsel
Georgia
$354K +$2.95K +60 +0.8%
BCP
1703
Berkeley Capital Partners
Georgia
$353K -$3.93K -80 -1%
MIS
1704
Morningstar Investment Services
Illinois
$353K +$4.91K +100 +1%
ACP
1705
Aviance Capital Partners
Florida
$351K -$162K -3,300 -31%
DCM
1706
Dimension Capital Management
Florida
$351K -$33.4K -680 -9%
BC
1707
Bartlett & Co
Ohio
$350K +$24.6K +500 +7%
PFO
1708
Pathstone Family Office
New Jersey
$347K -$727K -14,800 -67%
PL
1709
Plancorp LLC
Missouri
$347K +$42.2K +860 +14%
SCI
1710
S&CO Inc
Massachusetts
$345K – – –
PFA
1711
Paradigm Financial Advisors
Missouri
$343K – – –
CCM
1712
Catawba Capital Management
Virginia
$341K +$349K +7,100 New
PP
1713
Palladium Partners
Virginia
$339K +$76.6K +1,560 +28%
PWMAG
1714
Pinnacle Wealth Management Advisory Group
New Jersey
$336K -$14.7K -300 -4%
BL
1715
BFSG LLC
California
$336K +$16.7K +340 +5%
AAS
1716
Annex Advisory Services
Wisconsin
$336K +$103K +2,100 +43%
ABTD
1717
Arvest Bank Trust Division
Oklahoma
$334K +$116K +2,360 +52%
CCMD
1718
Cypress Capital Management (Delaware)
Delaware
$332K – – –
RWA
1719
RGT Wealth Advisors
Texas
$332K +$104K +2,120 +44%
CGA
1720
Crescent Grove Advisors
Illinois
$330K +$103K +2,100 +44%
DIP
1721
DT Investment Partners
Pennsylvania
$330K +$337K +6,860 New
MGIA
1722
Matthew Goff Investment Advisor
Texas
$330K +$337K +6,860 New
EFSCE
1723
Enterprise Financial Services Corp (EFSC)
Missouri
$328K -$21.6K -440 -6%
GHA
1724
GW Henssler & Associates
Georgia
$328K +$19.6K +400 +6%
TPW
1725
Tiller Private Wealth
Pennsylvania
$326K – – –
67 68
69
70 71