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Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
1926
Deltec Asset Management
New York
$238K – – –
CPP
1927
Crow Point Partners
Massachusetts
$238K +$251K +1,683 New
SHWM
1928
Smith & Howard Wealth Management
Georgia
$237K -$85.3K -572 -26%
GCIA
1929
Gabelli & Co Investment Advisers
New York
$237K -$31.2K -209 -11%
TAM
1930
Tealwood Asset Management
Minnesota
$237K -$21.8K -146 -8%
WDL
1931
Well Done LLC
Michigan
$237K – – –
CCA
1932
Conestoga Capital Advisors
Pennsylvania
$236K – – –
DSN
1933
D. Scott Neal
Kentucky
$236K +$15.8K +106 +7%
PCMC
1934
Paragon Capital Management (Colorado)
Colorado
$232K +$31.2K +209 +15%
DWM
1935
Dakota Wealth Management
Florida
$228K -$3.43K -23 -1%
SFG
1936
StrategIQ Financial Group
Indiana
$228K +$240K +1,607 New
SI
1937
Scout Investments
Missouri
$227K -$61.9K -415 -21%
FMP
1938
Financial Management Professionals
Texas
$225K -$34.2K -229 -13%
DLHL
1939
Donald L. Hagan LLC
Florida
$225K -$11.8K -79 -5%
CC
1940
Cadinha & Co
Hawaii
$225K – – –
CP
1941
Corbenic Partners
Pennsylvania
$222K -$33.3K -223 -12%
IG
1942
Ithaka Group
Virginia
$222K – – –
PCM
1943
Palisade Capital Management
New Jersey
$219K -$12.1K -81 -5%
CIC
1944
Cornercap Investment Counsel
Georgia
$218K -$4.77K -32 -2%
SAM
1945
Sunnymeath Asset Management
New Jersey
$217K – – –
BCM
1946
Bienville Capital Management
New York
$216K +$19.8K +133 +10%
LWM
1947
LBA Wealth Management
Florida
$216K +$70.4K +472 +45%
ICM
1948
IMS Capital Management
Oregon
$215K -$18.5K -124 -8%
PS
1949
Portfolio Solutions
Michigan
$213K – – –
SFS
1950
Summit Financial Strategies
Ohio
$212K -$9.1K -61 -4%
76 77
78
79 80