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Name Holding Trade Value Shares
Change 		Change in
Stake
HAC
2426
Harbor Advisory Corp
New Hampshire
$220K +$215K +4,410 New
MGAM
2427
McGowan Group Asset Management
Texas
$219K +$537 +11 +0.3%
SSWM
2428
Smith Salley Wealth Management
North Carolina
$219K +$215K +4,401 New
AC
2429
Alley Company
Illinois
$218K -$4.25K -87 -2%
BF
2430
Blankinship & Foster
California
$218K – – –
C
2431
Certuity
Florida
$216K -$87.8K -1,798 -29%
BMO
2432
Beck Mack & Oliver
New York
$216K -$10.7K -220 -5%
PWM
2433
PBMares Wealth Management
Virginia
$216K +$212K +4,331 New
DIM
2434
Delta Investment Management
California
$214K +$98 +2 +0%
MCM
2435
Marathon Capital Management
Maryland
$214K +$6.74K +138 +3%
SSA
2436
South Street Advisors
New York
$213K – – –
MCM
2437
Maple Capital Management
Vermont
$212K -$22.1K -452 -10%
SNB
2438
Security National Bank
Nebraska
$212K – – –
CCP
2439
Cardan Capital Partners
Colorado
$211K +$207K +4,232 New
HP
2440
HT Partners
Connecticut
$211K +$207K +4,241 New
CIC
2441
Chilton Investment Company
Connecticut
$208K -$150K -3,074 -42%
CPSC
2442
Carl P. Sherr & Co
Massachusetts
$208K – – –
EI
2443
Ellevest Inc
New York
$208K +$21.1K +432 +12%
TA
2444
TruWealth Advisors
Louisiana
$208K +$204K +4,179 New
SAM
2445
Secure Asset Management
Michigan
$206K -$164K -3,363 -45%
AWM
2446
Aprio Wealth Management
Georgia
$206K -$82.6K -1,692 -29%
UIA
2447
UBP Investment Advisors
Switzerland
$206K -$3.56K -73 -2%
GG
2448
GenWealth Group
New Jersey
$206K +$49 +1 +0%
AMG
2449
Asset Management Group
Connecticut
$206K +$1.32K +27 +0.7%
TIM
2450
Total Investment Management
Arizona
$206K +$202K +4,129 New
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98
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