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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1651
Affinity Wealth Management
Delaware
$217K +$5.6K +58 +3%
RGC
1652
Roberts, Glore & Co
Illinois
$216K +$210K +2,176 New
IT
1653
Independence Trust
Tennessee
$215K -$327K -3,384 -61%
PV
1654
Private Vista
Illinois
$214K +$200K +2,075 New
DP
1655
Dearborn Partners
Illinois
$212K – – –
TWMP
1656
Taylor Wealth Management Partners
Massachusetts
$212K +$91.7K +950 +80%
ST
1657
Sabal Trust
Florida
$211K +$9.65K +100 +5%
QGM
1658
Quality Growth Management
California
$210K -$29K -300 -12%
CIP
1659
Capital Insight Partners
Arizona
$210K +$204K +2,115 New
YP
1660
Yellowstone Partners
Idaho
$209K +$203K +2,100 New
CA
1661
CapWealth Advisors
Tennessee
$208K +$47.7K +494 +31%
GC
1662
Gratus Capital
Georgia
$206K -$2.1M -21,726 -91%
HDIM
1663
Hanson & Doremus Investment Management
Vermont
$206K – – –
SFWA
1664
Summit Financial Wealth Advisors
Louisiana
$206K +$200K +2,075 New
PCMK
1665
Paragon Capital Management (Kansas)
Kansas
$205K -$2.03K -21 -1%
HFBOT
1666
Home Federal Bank of Tennessee
Tennessee
$205K – – –
STB
1667
S&T Bank
Pennsylvania
$205K – – –
DE
1668
Day & Ennis
Georgia
$204K – – –
PVWM
1669
Point View Wealth Management
New Jersey
$201K +$2.03K +21 +1%
MA
1670
MCF Advisors
Kentucky
$199K +$19.9K +206 +11%
SIM
1671
Sonora Investment Management
Arizona
$199K +$10K +104 +6%
OHS
1672
Odey Holdings (Switzerland)
Switzerland
$196K -$125K -1,296 -40%
RFWA
1673
RPg Family Wealth Advisory
Massachusetts
$184K -$3.94M -40,799 -96%
AIS
1674
Accurate Investment Solutions
Pennsylvania
$182K +$89.3K +925 +102%
GAM
1675
Gemmer Asset Management
California
$180K +$10.6K +110 +6%
65 66
67
68 69