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Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
1951
Spinnaker Investment Group
California
$311K +$3.28K +34 +1%
LGA
1952
Lebenthal Global Advisors
New York
$310K +$27K +280 +9%
CMS
1953
Capital Market Strategies
Florida
$309K +$9.26K +96 +3%
IPW
1954
Invictus Private Wealth
Colorado
$309K +$320K +3,315 New
IGWM
1955
ICA Group Wealth Management
Colorado
$309K -$381K -3,950 -54%
AA
1956
Addison Advisors
Vermont
$308K -$25.1K -260 -7%
CGA
1957
Crescent Grove Advisors
Illinois
$308K +$117K +1,210 +58%
OHIS
1958
Oak Harvest Investment Services
Texas
$308K +$103K +1,068 +48%
RWP
1959
RWA Wealth Partners
Massachusetts
$308K +$14.4K +149 +5%
ACM
1960
Alethea Capital Management
Washington
$308K – – –
CFAM
1961
Center For Asset Management
Florida
$307K +$96.4K +999 +44%
FCP
1962
Fidelis Capital Partners
Florida
$306K +$323K +3,350 New
GIM
1963
Groesbeck Investment Management
New Jersey
$306K – – –
MIM
1964
Morningstar Investment Management
Illinois
$306K +$316K +3,279 New
IAP
1965
Indie Asset Partners
Indiana
$305K +$96 +1 +0%
QL
1966
Quarry LP
New York
$304K +$315K +3,261 New
PB
1967
Pinnacle Bancorp
Nebraska
$303K +$58.2K +603 +23%
RP
1968
Riverwater Partners
Wisconsin
$302K -$289 -3 -0.1%
MCM
1969
Marathon Capital Management
Maryland
$301K +$5.31K +55 +2%
DTC
1970
Davidson Trust Company
Washington
$299K -$34.2K -354 -10%
FNC
1971
First National Corp
Massachusetts
$299K +$193 +2 +0.1%
ANBT
1972
American National Bank & Trust
Texas
$299K +$102K +1,053 +49%
FZCM
1973
Flynn Zito Capital Management
New York
$299K +$289 +3 +0.1%
KFA
1974
Kapstone Financial Advisors
Ohio
$298K +$334K +3,463 New
BPFA
1975
Barnes Pettey Financial Advisors
Mississippi
$298K – – –
77 78
79
80 81