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Name Holding Trade Value Shares
Change 		Change in
Stake
NAMM
1726
NorthStar Asset Management (Massachusetts)
Massachusetts
$293K +$287K +3,506 New
AMIM
1727
Aull & Monroe Investment Management
Alabama
$292K – – –
WG
1728
Watchman Group
Texas
$292K – – –
SC
1729
Sovarnum Capital
New York
$292K +$287K +3,500 New
LFA
1730
Landmark Financial Advisors
Kentucky
$291K +$11.9K +145 +4%
LC
1731
LCNB Corp
Ohio
$290K -$14.3K -175 -5%
RF
1732
Robbins Farley
New Hampshire
$290K -$8.19K -100 -3%
GAM
1733
Geier Asset Management
Maryland
$290K – – –
AA
1734
Argent Advisors
Louisiana
$290K +$52.1K +636 +22%
WTFG
1735
Wells Trecaso Financial Group
Ohio
$289K +$10.2K +125 +4%
SCM
1736
Stonehearth Capital Management
Massachusetts
$289K +$48.1K +587 +20%
WAG
1737
Winthrop Advisory Group
Massachusetts
$286K +$491 +6 +0.2%
PAI
1738
Pittenger & Anderson Inc
Nebraska
$286K +$106K +1,300 +61%
LB
1739
Legacy Bridge
Iowa
$285K -$40.5K -494 -13%
WI
1740
WrapManager Inc
California
$285K +$9.66K +118 +4%
PWS
1741
Precision Wealth Strategies
Missouri
$285K +$29.8K +364 +12%
CSIC
1742
Clifford Swan Investment Counsel
California
$283K – – –
SWMP
1743
Signature Wealth Management Partners
New Jersey
$283K – – –
IIM
1744
Ipswich Investment Management
Massachusetts
$283K +$4.09K +50 +1%
FIB
1745
First Interstate Bank
Montana
$283K +$278K +3,400 New
XF
1746
XML Financial
Maryland
$282K -$23.7K -290 -8%
MCM
1747
Magnolia Capital Management
New York
$280K -$18.4K -225 -6%
FSA
1748
Financial Sense Advisors
California
$280K +$1.23K +15 +0.4%
CCA
1749
Childress Capital Advisors
Texas
$279K -$277K -3,381 -50%
GCAC
1750
Guardian Capital Advisors (Canada)
Ontario, Canada
$279K -$45.2K -552 -14%
68 69
70
71 72