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Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1326
Augustine Asset Management
Florida
$943K -$1.62K -30 -0.1%
MSA
1327
Marino Stram & Associates
Massachusetts
$940K +$138K +2,557 +14%
EFS
1328
Essex Financial Services
Connecticut
$935K +$127K +2,359 +13%
PH
1329
Pinnacle Holdings
Oklahoma
$934K +$69.7K +1,290 +7%
BFO
1330
Biltmore Family Office
North Carolina
$934K -$139K -2,566 -11%
KOMWMG
1331
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$933K +$237K +4,397 +26%
LA
1332
LexAurum Advisors
Kansas
$933K +$312K +5,769 +38%
HCM
1333
Hall Capital Management
Rhode Island
$926K -$16.2K -300 -1%
ADL
1334
Asset Dedication LLC
California
$925K -$575K -10,638 -34%
SAM
1335
Summit Asset Management
Tennessee
$925K +$14K +260 +1%
DWT
1336
Dorsey & Whitney Trust
South Dakota
$925K +$29.9K +554 +3%
1SB
1337
1ST Source Bank
Indiana
$924K +$27K +500 +2%
CFMC
1338
Curbstone Financial Management Corp
New Hampshire
$923K -$35.1K -650 -3%
SCP
1339
Sandhill Capital Partners
New York
$923K +$6.8K +126 +0.6%
JFGIW
1340
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$922K -$28.7K -531 -2%
IDBONY
1341
Israel Discount Bank of New York
New York
$922K +$105K +1,951 +10%
ACM
1342
Ashford Capital Management
Delaware
$917K -$14.3K -265 -1%
NCM
1343
Novare Capital Management
North Carolina
$905K – – –
GPA
1344
Garrison Point Advisors
California
$904K -$29.7K -550 -3%
AAM
1345
Ascension Asset Management
New York
$900K +$5.4K +100 +0.5%
PIM
1346
Provident Investment Management
Michigan
$899K +$16.8K +311 +2%
JIC
1347
Joel Isaacson & Co
New York
$898K -$8.96K -166 -0.8%
OPS
1348
Orion Portfolio Solutions
Nebraska
$897K -$308K -5,704 -22%
BCMO
1349
Buckingham Capital Management (Ohio)
Ohio
$895K -$912K -16,887 -46%
CT
1350
Chicago Trust
Illinois
$893K +$16.5K +306 +2%
52 53
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