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Name Holding Trade Value Shares
Change 		Change in
Stake
PBC
1176
Pavion Blue Capital
California
$844K – – –
PWP
1177
Private Wealth Partners
California
$844K +$30.2K +134 +4%
WA
1178
WealthTrust Axiom
Pennsylvania
$844K +$58.6K +260 +7%
PCM
1179
Pointe Capital Management
Michigan
$840K +$102K +453 +13%
RCA
1180
Resonant Capital Advisors
Wisconsin
$840K +$8.57K +38 +1%
CHJWM
1181
Carlton Hofferkamp & Jenks Wealth Management
Texas
$839K +$9.7K +43 +1%
WCM
1182
Weik Capital Management
Pennsylvania
$838K – – –
DTC
1183
Davidson Trust Company
Washington
$837K +$242K +1,075 +38%
SSWM
1184
Strait & Sound Wealth Management
California
$835K +$25.3K +112 +3%
NWM
1185
Northcape Wealth Management
New York
$834K +$4.06K +18 +0.5%
WP
1186
WealthPLAN Partners
Nebraska
$833K +$537K +2,380 +161%
BHBT
1187
Burke & Herbert Bank & Trust
Virginia
$833K -$33.8K -150 -4%
CNTOF
1188
Canandaigua National Trust of Florida
New York
$831K -$12.4K -55 -1%
FCMT
1189
Founders Capital Management (Texas)
Texas
$830K -$14.9K -66 -2%
PMG
1190
Private Management Group
California
$829K +$168K +747 +24%
CF
1191
Clarity Financial
Texas
$825K +$1.13K +5 +0.1%
PCA
1192
Pallas Capital Advisors
Massachusetts
$825K +$83.9K +372 +11%
KCM
1193
Kornitzer Capital Management
Kansas
$824K +$159K +707 +23%
AWM
1194
AllSquare Wealth Management
New York
$823K – – –
GCIA
1195
Gabelli & Co Investment Advisers
New York
$820K – – –
PCM
1196
Prelude Capital Management
New York
$819K +$488K +2,164 +133%
SRC
1197
Sage Rhino Capital
California
$818K +$124K +550 +17%
WFI
1198
West Family Investments
California
$816K +$133K +591 +19%
KP
1199
Keel Point
Alabama
$808K -$39.9K -177 -5%
BC
1200
Bayforest Capital
United Kingdom
$807K +$210K +933 +33%
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