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Name Holding Trade Value Shares
Change 		Change in
Stake
AF
2101
Affiance Financial
Minnesota
$402K +$63.9K +572 +19%
CC
2102
Cedar Capital
Illinois
$401K -$12K -107 -3%
ADMI
2103
Albert D. Mason Inc
Massachusetts
$400K +$5.59K +50 +1%
JGUA
2104
John G. Ullman & Associates
New York
$399K -$1.12K -10 -0.3%
QCMC
2105
Quantum Capital Management (California)
California
$398K -$5.25K -47 -1%
SWA
2106
Sutton Wealth Advisors
Florida
$398K +$58.7K +525 +17%
AIM
2107
Avity Investment Management
Connecticut
$395K +$67.1K +600 +20%
WG
2108
Welch Group
Alabama
$394K +$15.3K +137 +4%
SGK
2109
Steigerwald Gordon & Koch
Virginia
$394K +$45K +403 +13%
PV
2110
Private Vista
Illinois
$393K -$74.4K -666 -16%
MCIA
2111
Mountain Capital Investment Advisors
Colorado
$392K +$87K +778 +28%
SDAM
2112
Shulman DeMeo Asset Management
New York
$392K +$395K +3,530 New
MIM
2113
Miller Investment Management
Pennsylvania
$391K – – –
9WM
2114
9258 Wealth Management
Ohio
$391K +$3.69K +33 +0.9%
HFA
2115
Huber Financial Advisors
Illinois
$391K +$24.6K +220 +7%
TFS
2116
TrustCore Financial Services
Tennessee
$391K +$394K +3,521 New
KA
2117
Klingman & Associates
New York
$390K +$224 +2 +0.1%
AJ
2118
Ashburton (Jersey)
Jersey
$389K +$4.47K +40 +1%
KSCM
2119
Kamunting Street Capital Management
Florida
$389K +$391K +3,500 New
TAM
2120
Taylor Asset Management
Ontario, Canada
$388K +$391K +3,500 New
VWM
2121
Venturi Wealth Management
Texas
$387K -$36.8K -329 -9%
FNC
2122
First National Corp
Massachusetts
$387K -$5.48K -49 -1%
RPAM
2123
Rhenman & Partners Asset Management
Sweden
$387K – – –
WWM
2124
Willingdon Wealth Management
North Carolina
$385K -$23.9K -214 -6%
CAG
2125
Csenge Advisory Group
Florida
$384K -$19.2K -172 -5%
83 84
85
86 87