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Name Holding Trade Value Shares
Change 		Change in
Stake
PBO
1201
Peoples Bank (Ohio)
Ohio
$317K -$1.56K -25 -0.5%
LC
1202
Lindbrook Capital
California
$316K +$56.3K +905 +21%
CRC
1203
Curi RMB Capital
Illinois
$314K -$172K -2,766 -35%
ATFA
1204
All Terrain Financial Advisors
Minnesota
$313K – – –
DI
1205
Diligent Investors
California
$313K – – –
CAAS
1206
Capital Asset Advisory Services
Michigan
$312K +$131K +2,110 +70%
CC
1207
Courier Capital
New York
$311K -$7.03K -113 -2%
CAM
1208
ClariVest Asset Management
California
$308K -$12K -193 -4%
SFA
1209
Sequoia Financial Advisors
Ohio
$307K -$62 -1 -0%
BWAM
1210
Boyd Watterson Asset Management
Ohio
$306K -$86.6K -1,392 -22%
RC
1211
RBF Capital
California
$305K – – –
CTA
1212
Colonial Trust Advisors
South Carolina
$304K -$6.04K -97 -2%
SWM
1213
SVA Wealth Management
Wisconsin
$303K -$52.3K -840 -14%
VFA
1214
Valeo Financial Advisors
Indiana
$302K -$19.6K -315 -6%
PM
1215
Penbrook Management
New York
$302K -$12.4K -200 -4%
RTC
1216
Riverview Trust Company
Washington
$301K -$2.49K -40 -0.8%
FHA
1217
Flagship Harbor Advisors
Massachusetts
$300K -$4.79K -77 -2%
COI
1218
Capital One Investing
Virginia
$300K +$80.3K +1,290 +36%
LIA
1219
LBMC Investment Advisors
Tennessee
$299K +$62 +1 +0%
CCM
1220
Canal Capital Management
Virginia
$299K +$1.12K +18 +0.4%
NQWM
1221
Northwest Quadrant Wealth Management
Oregon
$298K -$11.2K -180 -4%
BRWM
1222
B. Riley Wealth Management
Tennessee
$298K +$436 +7 +0.1%
LDFR
1223
Lehman & Derafelo Financial Resources
Pennsylvania
$297K – – –
WP
1224
WMS Partners
Maryland
$297K +$7.97K +128 +3%
LCS
1225
Levin Capital Strategies
New York
$294K – – –
47 48
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