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Name Holding Trade Value Shares
Change 		Change in
Stake
CPWM
1801
Cypress Point Wealth Management
Texas
$905K +$4.61K +67 +0.5%
NHT
1802
New Hampshire Trust
New Hampshire
$905K -$3.1K -45 -0.3%
GRQ
1803
Gardner Russo & Quinn
Pennsylvania
$905K – – –
CFS
1804
CRA Financial Services
New Jersey
$900K -$10.3K -150 -1%
TSW
1805
Three Seasons Wealth
Utah
$898K +$354K +5,144 +62%
AA
1806
ACT Advisors
North Carolina
$898K -$33.5K -487 -3%
TM
1807
TigerOak Management
New Mexico
$897K +$21.3K +309 +2%
WIC
1808
Willis Investment Counsel
Georgia
$893K +$169K +2,460 +22%
SC
1809
Saybrook Capital
North Carolina
$891K – – –
FIA
1810
FNY Investment Advisers
New York
$889K +$3.44K +50 +0.4%
CIG
1811
Cullen Investment Group
Louisiana
$888K -$4.54K -66 -0.5%
BSI
1812
Bennett Selby Investments
Maine
$887K +$22.6K +328 +3%
JC
1813
JB Capital
Connecticut
$886K +$29.2K +424 +3%
RB
1814
Renasant Bank
Mississippi
$884K +$428K +6,216 +87%
CFS
1815
Commonwealth Financial Services
West Virginia
$882K +$103K +1,500 +13%
IIM
1816
InTrack Investment Management
Vermont
$882K -$13.8K -200 -1%
MCM
1817
MV Capital Management
Maryland
$882K -$3.92K -57 -0.4%
MSS
1818
Mitchell Sinkler & Starr
Pennsylvania
$882K -$26.5K -385 -3%
HPIA
1819
Hamilton Point Investment Advisors
North Carolina
$881K – – –
MTIC
1820
Missouri Trust & Investment Company
Missouri
$880K +$34.4K +500 +4%
APA
1821
Astoria Portfolio Advisors
New York
$879K -$300K -4,362 -25%
CAC
1822
Core Alternative Capital
Georgia
$875K -$30.4K -441 -3%
BI
1823
Ballast Inc
Kentucky
$874K – – –
CRIG
1824
Charter Research & Investment Group
Connecticut
$874K – – –
MMG
1825
Monetary Management Group
Missouri
$873K – – –
71 72
73
74 75