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Name Holding Trade Value Shares
Change 		Change in
Stake
DWT
876
Dorsey & Whitney Trust
South Dakota
$642K -$268K -4,803 -31%
CIM
877
CIM Investment Management
Pennsylvania
$642K +$587K +10,541 New
LCP
878
Legacy Capital Partners
Wisconsin
$639K – – –
MP
879
McDonald Partners
Ohio
$638K +$3.73K +67 +0.6%
HCA
880
Heck Capital Advisors
Wisconsin
$636K – – –
AWM
881
Avior Wealth Management
Nebraska
$633K +$836 +15 +0.1%
RHBC
882
R.H. Bluestein & Co
Michigan
$630K +$34.6K +620 +6%
EHC
883
Everett Harris & Co
California
$629K -$13.5K -243 -2%
BHBT
884
Burke & Herbert Bank & Trust
Virginia
$628K -$33.4K -600 -5%
SOAMC
885
Spirit of America Management Corp
New York
$627K +$27.9K +500 +5%
PK
886
Pflug Koory
Nebraska
$626K +$8.42K +151 +1%
RCM
887
Radnor Capital Management
Pennsylvania
$625K -$73.5K -1,318 -11%
CCC
888
Crescent Capital Consulting
Louisiana
$624K +$4.91K +88 +0.9%
GAG
889
GM Advisory Group
New York
$623K -$257K -4,617 -31%
CCA
890
Checchi Capital Advisers
California
$623K +$11.6K +208 +2%
MA
891
Montag & Associates
Georgia
$621K – – –
KFS
892
Kurt F. Somerville
$620K -$80.4K -1,442 -12%
GI
893
GS Investments
Minnesota
$620K +$2.79K +50 +0.5%
SBIA
894
Sheaff Brock Investment Advisors
Indiana
$619K -$376K -6,744 -40%
VFA
895
Valeo Financial Advisors
Indiana
$616K -$201K -3,603 -26%
NB
896
NBT Bank
New York
$616K -$33.3K -597 -6%
EH
897
Equitable Holdings
New York
$612K +$330K +5,920 +143%
ATPW
898
Ashton Thomas Private Wealth
Arizona
$610K – – –
USGIU
899
U.S. Global Investors (USGI)
Texas
$609K – – –
FSWA
900
Financial Synergies Wealth Advisors
Texas
$609K -$99.8K -1,790 -15%
34 35
36
37 38