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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1551
Canal Capital Management
Virginia
$794K +$2.62K +13 +0.3%
MBT
1552
Montecito Bank & Trust
California
$783K +$149K +741 +24%
NDSI
1553
Newman Dignan & Sheerar Inc
Rhode Island
$782K +$10.5K +52 +1%
OAM
1554
Oak Asset Management
California
$781K -$20.1K -100 -3%
NL
1555
NWAM LLC
Washington
$781K +$2.82K +14 +0.4%
IDBONY
1556
Israel Discount Bank of New York
New York
$777K +$25.6K +127 +4%
PBO
1557
Peoples Bank (Ohio)
Ohio
$770K -$58.4K -290 -7%
CRWM
1558
Castle Rock Wealth Management
California
$770K +$319K +1,586 +60%
AAM
1559
Autus Asset Management
Arizona
$769K -$35.6K -177 -5%
PG
1560
Patten Group
Tennessee
$768K +$2.01K +10 +0.3%
SG
1561
StoneX Group
New York
$768K +$282K +1,399 +61%
KA
1562
Klingman & Associates
New York
$767K +$83.5K +415 +13%
BFO
1563
Biltmore Family Office
North Carolina
$764K – – –
JFA
1564
Johanson Financial Advisors
California
$761K -$1.21K -6 -0.2%
HCP
1565
Holt Capital Partners
Texas
$758K -$28.2K -140 -4%
FM
1566
Foster & Motley
Ohio
$757K -$9.87K -49 -1%
CPC
1567
Congress Park Capital
New York
$755K – – –
CTI
1568
Community Trust & Investment
Kentucky
$755K +$47.1K +234 +7%
HH
1569
HWG Holdings
Texas
$753K +$186K +925 +34%
RPG
1570
Resource Planning Group
Georgia
$753K +$732K +3,635 New
CQS
1571
Credential Qtrade Securities
$753K +$731K +3,633 New
UBV
1572
United Bank (Virginia)
Virginia
$748K +$2.82K +14 +0.4%
IC
1573
InterOcean Capital
Illinois
$746K +$179K +889 +33%
RGNCM
1574
R.G. Niederhoffer Capital Management
New York
$746K +$282K +1,400 +64%
RCM
1575
RB Capital Management
Nevada
$744K -$20.1K -100 -3%
61 62
63
64 65