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Name Holding Trade Value Shares
Change 		Change in
Stake
OCA
926
OpenArc Corporate Advisory
Georgia
$210K +$175K +4,465 New
CIC
927
Chase Investment Counsel
Virginia
$209K +$175K +4,459 New
CCM
928
Cohen Capital Management
California
$209K +$174K +4,446 New
BFS
929
Bradley Foster & Sargent
Connecticut
$209K +$174K +4,440 New
VH
930
VVR Holdings
Washington
$208K +$174K +4,434 New
OC
931
Oakworth Capital
Alabama
$206K – – –
GFG
932
Goldstone Financial Group
Illinois
$206K +$171K +4,376 New
NFSG
933
Newbridge Financial Services Group
Florida
$205K -$192K -4,889 -53%
OC
934
Optima Capital
Oregon
$205K +$1.41K +36 +0.8%
IB
935
Intrust Bank
Kansas
$204K +$170K +4,348 New
SCM
936
Stonehearth Capital Management
Massachusetts
$204K +$170K +4,337 New
VIA
937
Virtus Investment Advisers
Connecticut
$203K -$17.3K -441 -9%
CSI
938
Cross Staff Investments
New York
$203K +$169K +4,321 New
PWA
939
Providence Wealth Advisors
Illinois
$202K +$172K +4,391 New
RGF
940
Retirement Guys Formula
Ohio
$201K +$168K +4,286 New
GWP
941
Gateway Wealth Partners
Wisconsin
$201K +$167K +4,273 New
LAM
942
Lummis Asset Management
Texas
$201K – – –
FPW
943
Fairvoy Private Wealth
Alabama
$200K +$167K +4,263 New
MIM
944
Marco Investment Management
Georgia
$200K +$167K +4,260 New
JC
945
JB Capital
Connecticut
$200K +$167K +4,258 New
OWA
946
Opal Wealth Advisors
New York
$200K +$167K +4,253 New
CHC
947
City Holding Co
West Virginia
$197K -$3.72K -95 -2%
NB
948
NBT Bank
New York
$195K -$26.2K -669 -14%
AA
949
Ancora Advisors
Ohio
$193K +$39 +1 +0%
ACA
950
Atlas Capital Advisors
Wyoming
$191K – – –
36 37
38
39 40