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Name Holding Trade Value Shares
Change 		Change in
Stake
NG
2201
Northstar Group
New York
$312K – – –
CBA
2202
Coastal Bridge Advisors
Connecticut
$312K +$1.05K +24 +0.4%
BWM
2203
BigSur Wealth Management
Florida
$311K -$209K -4,771 -42%
MCA
2204
Magnolia Capital Advisors
Mississippi
$311K -$30.9K -704 -10%
ABP
2205
Arthur B. Page
$311K -$19.7K -450 -6%
AMIM
2206
Aull & Monroe Investment Management
Alabama
$311K +$13.2K +300 +5%
KP
2207
Keel Point
Alabama
$310K -$22.9K -522 -7%
RWA
2208
Redhawk Wealth Advisors
Minnesota
$310K +$292K +6,652 New
WF
2209
WoodTrust Financial
Wisconsin
$308K – – –
SSG
2210
Summit Securities Group
New York
$308K +$21.9K +500 +8%
AAM
2211
Ameraudi Asset Management
New York
$307K – – –
PBC
2212
Pavion Blue Capital
California
$307K +$12.7K +290 +5%
TIM
2213
Total Investment Management
Arizona
$306K -$34.2K -781 -11%
CWM
2214
Connecticut Wealth Management
Connecticut
$305K +$1.1K +25 +0.4%
SAM
2215
SP Asset Management
California
$305K +$37.9K +864 +15%
TGAM
2216
TBH Global Asset Management
Tennessee
$304K -$22.6K -516 -7%
OLA
2217
Oliver Luxxe Assets
New Jersey
$304K -$2.19K -50 -0.8%
MCA
2218
Mercer Capital Advisers
New Jersey
$304K – – –
CVM
2219
Cheviot Value Management
California
$303K -$4.82K -110 -2%
TF
2220
TRH Financial
Iowa
$303K +$290K +6,619 New
RIM
2221
Reliant Investment Management
Tennessee
$302K -$544K -12,415 -66%
BG
2222
Berry Group
Massachusetts
$302K – – –
LP
2223
LGL Partners
Pennsylvania
$302K – – –
BMCM
2224
Bryn Mawr Capital Management
Pennsylvania
$299K -$12K -273 -4%
NCM
2225
Northwest Capital Management
Oregon
$299K +$1.4K +32 +0.5%
87 88
89
90 91