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Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1926
Marquette Asset Management
Minnesota
$378K – – –
SJIM
1927
St. Johns Investment Management
Florida
$377K -$2.94K -16 -0.8%
NAS
1928
Nicolet Advisory Services
Wisconsin
$377K +$361K +1,967 New
CB
1929
Cadence Bank
Mississippi
$376K +$25.1K +137 +8%
CPA
1930
Capital Planning Advisors
California
$374K +$357K +1,948 New
FWCM
1931
First Western Capital Management
California
$373K -$115K -626 -24%
CWM
1932
CCG Wealth Management
California
$372K +$30.3K +165 +9%
CA
1933
Cornerstone Advisory
Maryland
$372K +$35K +191 +11%
SLF
1934
Sun Life Financial
Ontario, Canada
$369K -$227K -1,239 -39%
PV
1935
Private Vista
Illinois
$369K -$13K -71 -4%
GCA
1936
Gradient Capital Advisors
California
$367K -$12.8K -70 -4%
ECAM
1937
East Coast Asset Management
Massachusetts
$367K – – –
VFPI
1938
Vantage Financial Partners (Illinois)
Illinois
$365K +$18.3K +100 +6%
IFS
1939
Ifrah Financial Services
Arkansas
$364K -$5.69K -31 -2%
TBNY
1940
Trustco Bank (New York)
New York
$364K -$4.59K -25 -1%
WCM
1941
Weatherstone Capital Management
Colorado
$361K -$969K -5,285 -74%
SAA
1942
Southeast Asset Advisors
Georgia
$361K +$367 +2 +0.1%
GAB
1943
German American Bancorp
Indiana
$360K -$24K -131 -7%
ECM
1944
Elgethun Capital Management
South Dakota
$360K – – –
GSBTD
1945
Glenview State Bank Trust Department
Illinois
$360K +$128K +700 +60%
HCM
1946
Harvest Capital Management
New Hampshire
$358K – – –
MCMT
1947
Moon Capital Management (Tennessee)
Tennessee
$358K -$80.5K -439 -19%
TWM
1948
Torch Wealth Management
Ohio
$357K -$9.17K -50 -3%
ACM
1949
Aviance Capital Management
Florida
$356K -$29.7K -162 -8%
PCAP
1950
Pratt Collard Advisory Partners
New York
$356K -$18.3K -100 -5%
76 77
78
79 80