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Name Holding Trade Value Shares
Change 		Change in
Stake
GBA
1901
Garrison Bradford & Associates
New York
$237K – – –
JCM
1902
Jacobi Capital Management
Pennsylvania
$237K +$86.5K +501 +68%
CFA
1903
Capstone Financial Advisors
Illinois
$236K -$23.8K -138 -10%
ACA
1904
Ackerman Capital Advisors
Texas
$233K +$246K +1,424 New
CCM
1905
Coe Capital Management
Illinois
$232K – – –
RIA
1906
RPG Investment Advisory
California
$231K -$2.93K -17 -1%
CCM
1907
Catawba Capital Management
Virginia
$230K +$209K +1,211 New
GWS
1908
Glassman Wealth Services
Virginia
$229K +$10.4K +60 +5%
TA
1909
Trellis Advisors
Washington
$229K +$208K +1,206 New
MFS
1910
Madrona Financial Services
Washington
$229K +$208K +1,207 New
FFA
1911
Fragasso Financial Advisors
Pennsylvania
$228K +$208K +1,205 New
WA
1912
Wealth Architects
California
$228K +$208K +1,205 New
SC
1913
Slow Capital
California
$227K +$207K +1,197 New
WPC
1914
White Pine Capital
Minnesota
$227K +$207K +1,198 New
MC
1915
Miles Capital
Iowa
$227K +$207K +1,199 New
CCA
1916
Conestoga Capital Advisors
Pennsylvania
$227K +$207K +1,200 New
SA
1917
Sicart Associates
New York
$227K +$207K +1,200 New
SLA
1918
Silver Lake Advisory
Utah
$227K +$207K +1,200 New
SICM
1919
Sustainable Insight Capital Management
New York
$227K +$207K +1,200 New
AIS
1920
AlphaOne Investment Services
Pennsylvania
$226K -$4.49K -26 -2%
KJWM
1921
Kiley Juergens Wealth Management
Washington
$226K +$206K +1,193 New
SIC
1922
Sigma Investment Counselors
Michigan
$226K +$206K +1,193 New
MSA
1923
Marino Stram & Associates
Massachusetts
$226K +$206K +1,195 New
WA
1924
WealthTrust-Arizona
Arizona
$224K -$7.94K -46 -4%
GSBTD
1925
Glenview State Bank Trust Department
Illinois
$223K +$203K +1,175 New
75 76
77
78 79