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Name Holding Trade Value Shares
Change 		Change in
Stake
BO
1751
BRR OpCo
Ohio
$359K -$46.4K -269 -12%
IA
1752
Independence Advisors
Pennsylvania
$359K – – –
MAM
1753
Marquette Asset Management
Minnesota
$356K – – –
ACP
1754
Aveo Capital Partners
Colorado
$356K +$53.2K +308 +20%
IBOK
1755
Independence Bank of Kentucky
Kentucky
$356K +$324K +1,877 New
HCM
1756
Hilton Capital Management
New York
$355K – – –
GC
1757
Garde Capital
Washington
$354K +$60.4K +350 +23%
BI
1758
Ballast Inc
Kentucky
$354K +$322K +1,867 New
GCA
1759
Gradient Capital Advisors
California
$354K +$323K +1,869 New
LF
1760
Lee Financial
Texas
$353K -$57.3K -332 -15%
GCP
1761
GSA Capital Partners
United Kingdom
$351K +$320K +1,853 New
CHA
1762
Cedar Hill Associates
Illinois
$350K -$96.1K -557 -23%
OC
1763
Oarsman Capital
Wisconsin
$350K -$1.73K -10 -0.5%
NEGWA
1764
New England Guild Wealth Advisors
Connecticut
$350K +$319K +1,848 New
SAM
1765
Silphium Asset Management
United Kingdom
$347K +$316K +1,830 New
HA
1766
Hamel Associates
New Jersey
$346K – – –
SQA
1767
Simon Quick Advisors
New Jersey
$346K +$67.3K +390 +29%
LBC
1768
Lawrence B. Cohen
$344K +$3.11K +18 +1%
SFM
1769
Signature Financial Management
Virginia
$343K -$406K -2,354 -57%
ACM
1770
Alta Capital Management
Utah
$343K -$6.04K -35 -2%
DFIG
1771
Dragon Financial & Investment Group
California
$343K +$312K +1,810 New
WGCA
1772
Wolf Group Capital Advisors
Virginia
$342K +$311K +1,804 New
NFG
1773
Nations Financial Group
Iowa
$341K +$28.1K +163 +10%
FPCM
1774
Financial Partners Capital Management
New York
$337K – – –
BONST
1775
Bank of Nova Scotia Trust
Ontario, Canada
$336K -$114K -660 -27%
69 70
71
72 73