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Name Holding Trade Value Shares
Change 		Change in
Stake
DTL
1926
Dynamic Technology Lab
Singapore
$542K +$546K +5,171 New
CF
1927
Copperwynd Financial
Arizona
$541K +$12.5K +118 +2%
LB
1928
Leo Brokerage
Texas
$540K +$46.2K +438 +9%
CNB
1929
Camden National Bank
Maine
$539K -$2.85K -27 -0.5%
BT
1930
Brandywine Trust
Delaware
$537K – – –
RSS
1931
Rosenblum Silverman Sutton
California
$536K -$5.59K -53 -1%
BAM
1932
Brave Asset Management
New Jersey
$534K -$9.82K -93 -2%
GWM
1933
Gray Wealth Management
Maine
$533K +$21.9K +207 +4%
FMP
1934
Financial Management Professionals
Texas
$532K +$45.6K +432 +9%
EA
1935
Eclectic Associates
California
$526K -$18.4K -174 -3%
HFA
1936
HC Financial Advisors
California
$524K -$35.6K -337 -6%
AAI
1937
American Assets Inc
California
$524K – – –
SCA
1938
St. Clair Advisors
Ohio
$524K – – –
BA
1939
Ballast Advisors
Minnesota
$523K -$128K -1,210 -20%
APG
1940
Abacus Planning Group
South Carolina
$523K -$15.8K -150 -3%
KCPG
1941
Kavar Capital Partners Group
Kansas
$522K -$5.7K -54 -1%
OWA
1942
Octavia Wealth Advisors
Ohio
$521K +$80.7K +764 +18%
NED
1943
Nancy E. Dempze
$520K -$633 -6 -0.1%
HFAS
1944
Hummer Financial Advisory Services
Illinois
$520K – – –
SCM
1945
SOL Capital Management
Maryland
$519K -$15.8K -150 -3%
CA
1946
CGN Advisors
Kansas
$519K +$47.2K +447 +10%
DAM
1947
Derbend Asset Management
Georgia
$517K +$522K +4,941 New
PCM
1948
Pointe Capital Management
Michigan
$515K +$14.8K +140 +3%
HI
1949
Hendershot Investments
Virginia
$514K -$8.45K -80 -2%
WC
1950
Whitney & Co
New York
$512K -$7.92K -75 -2%
76 77
78
79 80