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Name Holding Trade Value Shares
Change 		Change in
Stake
APIM
2526
Agate Pass Investment Management
Washington
$587K -$30.7K -203 -5%
TFIPS
2527
Towarzystwo Funduszy Inwestycyjnych PZU SA
$586K +$594K +3,926 New
SRAM
2528
Spouting Rock Asset Management
Pennsylvania
$585K -$605K -4,000 -50%
MWM
2529
MGB Wealth Management
Texas
$584K +$592K +3,917 New
CNBT
2530
Cornerstone National Bank & Trust
Illinois
$583K -$248K -1,641 -30%
NAMNJ
2531
NorthStar Asset Management (New Jersey)
New Jersey
$582K +$590K +3,900 New
FVWA
2532
Foster Victor Wealth Advisors
South Carolina
$581K +$184K +1,219 +46%
PWM
2533
Paulson Wealth Management
Illinois
$580K -$127K -838 -18%
CWA
2534
CM Wealth Advisors
Ohio
$579K – – –
VH
2535
Visionary Horizons
Tennessee
$578K +$587K +3,878 New
LAM
2536
Lakewood Asset Management
Illinois
$577K +$454 +3 +0.1%
BWA
2537
Bordeaux Wealth Advisors
California
$577K +$13.5K +89 +2%
HSG
2538
Helen Stephens Group
Texas
$576K -$43.3K -286 -7%
NJBEST
2539
New Jersey Better Educational Savings Trust
New Jersey
$576K – – –
MCA
2540
Maryland Capital Advisors
Maryland
$575K – – –
AFT
2541
Alpha Family Trust
California
$574K -$41.6K -275 -7%
MA
2542
MKT Advisors
California
$570K -$80.3K -531 -12%
VDBMI
2543
Van Den Berg Management I
Texas
$570K -$2.27K -15 -0.4%
UF
2544
Univest Financial
Pennsylvania
$570K -$54.4K -360 -9%
RI
2545
RWWM Inc
California
$569K -$25.7K -170 -4%
RGC
2546
Roberts, Glore & Co
Illinois
$569K -$11.6K -77 -2%
COCM
2547
Charter Oak Capital Management
New Hampshire
$567K -$23.9K -158 -4%
VLC
2548
Van Leeuwen & Company
New Jersey
$567K +$9.53K +63 +2%
MGIA
2549
Matthew Goff Investment Advisor
Texas
$566K – – –
CIA
2550
Cladis Investment Advisory
Montana
$565K -$6.81K -45 -1%
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102
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