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Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
2626
Affinity Capital Advisors
California
$716K +$7.31K +20 +1%
EGWAG
2627
Elwood & Goetz Wealth Advisory Group
Georgia
$716K -$62.1K -170 -8%
CP
2628
Coho Partners
Pennsylvania
$715K – – –
JCM
2629
Jag Capital Management
Missouri
$715K +$9.86K +27 +1%
RWRC
2630
R.W. Roge & Company
New York
$715K -$7.31K -20 -1%
DAC
2631
Dividend Assets Capital
South Carolina
$715K +$30.7K +84 +5%
OCPWS
2632
One Charles Private Wealth Services
Massachusetts
$714K +$48.6K +133 +8%
LI
2633
LRI Investments
Florida
$713K +$679K +1,859 New
BI
2634
Berkeley Inc
Idaho
$713K +$12.1K +33 +2%
PA
2635
PSI Advisors
Florida
$712K -$271K -742 -29%
DA
2636
Detalus Advisors
Missouri
$712K – – –
PB
2637
Pinnacle Bancorp
Nebraska
$711K – – –
AC
2638
Asio Capital
Kentucky
$710K -$23.7K -65 -3%
MAG
2639
MRA Advisory Group
New Jersey
$710K -$68.3K -187 -9%
RVPG
2640
Relative Value Partners Group
$709K +$36.5K +100 +5%
KBFS
2641
Kohmann Bosshard Financial Services
Ohio
$708K +$90.6K +248 +16%
TBNY
2642
Trustco Bank (New York)
New York
$707K – – –
VCM
2643
Vivaldi Capital Management
Illinois
$706K -$131K -359 -15%
AIA
2644
Allied Investment Advisors
Montana
$705K +$24.8K +68 +4%
SFG
2645
Seamount Financial Group
Colorado
$705K +$365 +1 +0.1%
PHWM
2646
Pine Harbor Wealth Management
Maryland
$704K -$3.29K -9 -0.5%
SCA
2647
Sandy Cove Advisors
Massachusetts
$703K +$23K +63 +4%
SEM
2648
Suncoast Equity Management
Florida
$702K -$1.32M -3,619 -66%
HPM
2649
Hoxton Planning & Management
West Virginia
$702K +$22.3K +61 +3%
PAS
2650
Professional Advisory Services
Florida
$701K +$9.86K +27 +2%
104 105
106
107 108