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Name Holding Trade Value Shares
Change 		Change in
Stake
BIMC
1926
Benson Investment Management Company
Virginia
$194K – – –
SLT
1927
St Louis Trust
Missouri
$194K – – –
SCM
1928
Salem Capital Management
Massachusetts
$193K -$112K -1,168 -34%
BWL
1929
Bogart Wealth LLC
Virginia
$192K -$327K -3,429 -60%
LGC
1930
Laurel Grove Capital
California
$192K -$37.9K -397 -15%
BCIM
1931
Bishop & Co Investment Management
Pennsylvania
$192K +$8.02K +84 +4%
NCM
1932
Northwest Capital Management
Oregon
$191K +$218K +2,279 New
CC
1933
Capital Counsel
New York
$190K -$105K -1,104 -33%
GFP
1934
Gryphon Financial Partners
Ohio
$190K +$216K +2,264 New
WBG
1935
Wharton Business Group
Pennsylvania
$188K -$88.5K -927 -29%
AIA
1936
Arbor Investment Advisors
North Carolina
$187K -$35.3K -370 -14%
IWA
1937
Intercontinental Wealth Advisors
Texas
$186K +$23.1K +242 +12%
XSC
1938
X-Square Capital
Puerto Rico
$186K +$212K +2,223 New
WHG
1939
Westwood Holdings Group
Texas
$185K -$33.8K -354 -14%
KWM
1940
Kingsview Wealth Management
Oregon
$185K -$30K -314 -12%
CPA
1941
Capital Planning Advisors
California
$184K -$34.8K -364 -14%
CIC
1942
Cornercap Investment Counsel
Georgia
$183K -$865K -9,055 -81%
MSFP
1943
Mark Sheptoff Financial Planning
Connecticut
$183K -$213K -2,233 -50%
CISOA
1944
Capital Investment Services of America
Wisconsin
$183K -$42.8K -448 -17%
ESBC
1945
E.S. Barr & Co
Kentucky
$183K -$4.87K -51 -2%
WMC
1946
Westwood Management Corporation
Illinois
$183K – – –
KWA
1947
KCS Wealth Advisory
California
$183K +$209K +2,189 New
QC
1948
QCM Cayman
Texas
$182K -$348K -3,647 -63%
NPF
1949
Norris Perne & French
Michigan
$182K -$63.8K -668 -23%
SGA
1950
Strategic Global Advisors
California
$182K – – –
76 77
78
79 80