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Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
3001
Sterneck Capital Management
Missouri
$342K -$74.2K -1,000 -18%
AA
3002
Aire Advisors
California
$342K +$297 +4 +0.1%
AAG
3003
Asset Advisory Group
New Jersey
$341K +$329K +4,431 New
AIA
3004
Allied Investment Advisors
Montana
$341K – – –
BI
3005
Beckerman Institutional
New Jersey
$340K -$19.1K -258 -6%
SA
3006
Skyline Advisors
Washington
$339K -$1.48K -20 -0.5%
NBWM
3007
North Berkeley Wealth Management
California
$339K +$326K +4,400 New
BA
3008
Ballast Advisors
Minnesota
$339K -$5.57K -75 -2%
UFA
3009
Uptown Financial Advisors
Texas
$338K – – –
SWA
3010
Strategies Wealth Advisors
Michigan
$338K +$1.11K +15 +0.3%
CASB
3011
Cape Ann Savings Bank
Massachusetts
$338K +$22.9K +308 +8%
AFA
3012
AA Financial Advisors
Ohio
$337K +$23K +310 +8%
CCG
3013
Catalina Capital Group
California
$337K +$2.08K +28 +0.6%
SWM
3014
Sagace Wealth Management
Florida
$337K +$2.97K +40 +0.9%
MYLI
3015
Meiji Yasuda Life Insurance
Japan
$337K -$20.8K -280 -6%
DWM
3016
Ducere Wealth Management
California
$337K +$324K +4,369 New
CSB
3017
City State Bank
Iowa
$336K +$1.41K +19 +0.4%
PCMN
3018
Paradigm Capital Management (Nevada)
Nevada
$336K +$148 +2 +0%
WP
3019
WealthShield Partners
North Carolina
$335K +$10.9K +147 +3%
TAM
3020
Titleist Asset Management
Texas
$334K +$56.5K +762 +21%
AMIM
3021
Aull & Monroe Investment Management
Alabama
$333K +$24.2K +326 +8%
EF
3022
Entrust Financial
Pennsylvania
$332K +$320K +4,315 New
ZAM
3023
Zevin Asset Management
Massachusetts
$332K – – –
SJL
3024
Shayne & Jacobs LLC
Tennessee
$331K – – –
KFC
3025
Klingenstein Fields & Co
New York
$330K +$2K +27 +0.6%
119 120
121
122 123