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Name Holding Trade Value Shares
Change 		Change in
Stake
WOC
1151
West Oak Capital
California
$2.54M +$8.87K +75 +0.4%
LHC
1152
Little House Capital
Massachusetts
$2.53M +$144K +1,219 +6%
ACM
1153
Adalta Capital Management
New York
$2.53M – – –
KWMG
1154
King Wealth Management Group
Florida
$2.5M +$9.94K +84 +0.4%
LI
1155
Longer Investments
Arkansas
$2.5M -$19.5K -165 -0.8%
PLFAM
1156
Pineno Levin & Ford Asset Management
Virginia
$2.5M -$24.3K -205 -1%
SAM
1157
Strategy Asset Managers
California
$2.5M +$137K +1,159 +6%
FUBT
1158
First United Bank & Trust
Maryland
$2.5M -$8.64K -73 -0.4%
FAM
1159
Foothills Asset Management
Arizona
$2.5M -$29.8K -252 -1%
BWL
1160
Bogart Wealth LLC
Virginia
$2.5M +$201K +1,701 +9%
BAAM
1161
Baker Avenue Asset Management
California
$2.49M +$55.6K +470 +2%
DPIM
1162
Duff & Phelps Investment Management
Illinois
$2.49M – – –
JIC
1163
Joel Isaacson & Co
New York
$2.48M -$27.7K -234 -1%
SG
1164
Somerset Group
Minnesota
$2.48M +$2.37K +20 +0.1%
MAFM
1165
Mid Atlantic Financial Management
Pennsylvania
$2.48M -$93.3K -789 -4%
AFA
1166
Arlington Financial Advisors
California
$2.48M +$153K +1,292 +7%
NIM
1167
NXG Investment Management
Texas
$2.48M -$355K -3,000 -13%
WTB
1168
Washington Trust Bank
Washington
$2.47M -$79K -668 -3%
EFSCE
1169
Enterprise Financial Services Corp (EFSC)
Missouri
$2.47M +$1.06M +8,927 +80%
NCM
1170
Northstar Capital Management
New York
$2.47M -$28.3K -239 -1%
CB
1171
Cadence Bank
Mississippi
$2.46M -$40.7K -344 -2%
KS
1172
Karpas Strategies
Connecticut
$2.46M +$13K +110 +0.6%
RIM
1173
Regent Investment Management
Kentucky
$2.46M -$51.5K -435 -2%
NCM
1174
Neumann Capital Management
California
$2.45M -$35.5K -300 -1%
BCFS
1175
Butensky & Cohen Financial Security
Florida
$2.44M +$200K +1,693 +9%
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