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Name Holding Trade Value Shares
Change 		Change in
Stake
CPC
1501
Congress Park Capital
New York
$207K +$96.5K +1,565 +69%
PH
1502
Pinnacle Holdings
Oklahoma
$206K +$123 +2 +0.1%
PDM
1503
Penn Davis McFarland
Texas
$206K +$26.4K +428 +13%
DW
1504
Domani Wealth
Pennsylvania
$205K -$114K -1,847 -33%
GHAM
1505
Gilman Hill Asset Management
Connecticut
$205K +$5.3K +86 +2%
SFG
1506
StrategIQ Financial Group
Indiana
$204K +$22.3K +362 +11%
GAG
1507
GM Advisory Group
New York
$203K -$131K -2,129 -36%
WIM
1508
Wittenberg Investment Management
Massachusetts
$203K – – –
SMH
1509
Sanders Morris Harris
Texas
$202K -$52.5K -851 -19%
KP
1510
Keel Point
Alabama
$202K -$23.7K -385 -9%
AWM
1511
Avior Wealth Management
Nebraska
$202K +$11.8K +192 +5%
SFC
1512
SYM Financial Corp
Indiana
$201K -$76.9K -1,248 -25%
LIA
1513
LBMC Investment Advisors
Tennessee
$201K -$41.2K -668 -15%
GBA
1514
Garrison Bradford & Associates
New York
$201K – – –
FMWA
1515
Forvis Mazars Wealth Advisors
Missouri
$200K -$139K -2,249 -38%
LWM
1516
Lyell Wealth Management
California
$200K -$118K -1,920 -34%
MC
1517
Matisse Capital
Oregon
$199K +$21K +341 +10%
ANTB
1518
AMG National Trust Bank
Colorado
$198K – – –
SICM
1519
Sustainable Insight Capital Management
New York
$197K -$1.03M -16,770 -82%
IFAM
1520
Institutional & Family Asset Management
Colorado
$197K +$9.68K +157 +5%
AWA
1521
ARS Wealth Advisors
Florida
$196K -$70.4K -1,142 -24%
EI
1522
EDMP Inc
Florida
$196K -$6.78K -110 -3%
CCT
1523
Capital City Trust
Florida
$196K – – –
CAM
1524
Claret Asset Management
Quebec, Canada
$196K +$9.49K +154 +4%
TCM
1525
Telos Capital Management
California
$195K -$4.81K -78 -2%
59 60
61
62 63