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Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
1951
Empirical Asset Management
Massachusetts
$561K -$84.1K -914 -8%
AIM
1952
Alhambra Investment Management
Florida
$560K -$147K -1,595 -22%
BCA
1953
Bray Capital Advisors
Florida
$560K -$41.4K -450 -7%
FZCM
1954
Flynn Zito Capital Management
New York
$560K +$460 +5 +0.1%
CHAM
1955
Clear Harbor Asset Management
Connecticut
$558K -$37.7K -410 -7%
HCM
1956
Howland Capital Management
Massachusetts
$557K -$535K -5,815 -50%
PFG
1957
Prosperity Financial Group
California
$557K +$34.8K +378 +7%
TCM
1958
Tran Capital Management
California
$557K – – –
OWA
1959
Octavia Wealth Advisors
Ohio
$556K -$308K -3,348 -37%
KSB
1960
Kennebec Savings Bank
Maine
$555K +$531K +5,772 New
NPFS
1961
Novak & Powell Financial Services
Florida
$555K -$1.66K -18 -0.3%
OFS
1962
Orrstown Financial Services
Pennsylvania
$554K +$223K +2,420 +72%
NFG
1963
Nadler Financial Group
Illinois
$553K -$129K -1,404 -20%
MAWCM
1964
Mine & Arao Wealth Creation & Management
California
$552K +$1.2K +13 +0.2%
FPWM
1965
FSB Premier Wealth Management
Iowa
$552K +$93.2K +1,013 +21%
GWANC
1966
Guardian Wealth Advisors (North Carolina)
North Carolina
$551K +$11K +120 +2%
HIC
1967
Harvey Investment Company
Kentucky
$551K -$5.52K -60 -1%
NJIM
1968
Nabity-Jensen Investment Management
Nebraska
$550K +$29.4K +320 +6%
HKAM
1969
Horizon Kinetics Asset Management
New York
$549K +$107K +1,167 +26%
SIAP
1970
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$548K -$54.4K -591 -9%
D
1971
Diversified
Delaware
$548K -$43.4K -472 -8%
DE
1972
Diversified Enterprises
Delaware
$548K +$524K +5,699 New
TWP
1973
Tyche Wealth Partners
Texas
$548K -$11.8K -128 -2%
MCM
1974
Morton Capital Management
California
$547K +$22.2K +241 +4%
WFI
1975
West Family Investments
California
$546K +$90.9K +988 +21%
77 78
79
80 81