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Name Holding Trade Value Shares
Change 		Change in
Stake
NIC
2251
Northwest Investment Counselors
Oregon
$312K +$16.5K +46 +6%
KPCM
2252
Kings Point Capital Management
New York
$311K +$12.2K +34 +4%
PL
2253
Parthenon LLC
Kentucky
$310K – – –
CCFM
2254
Clear Creek Financial Management
Washington
$310K +$29.5K +82 +10%
GPA
2255
Guerra Pan Advisors
New Jersey
$309K – – –
HCA
2256
Heck Capital Advisors
Wisconsin
$307K – – –
HCM
2257
Highview Capital Management
Illinois
$307K +$100K +279 +48%
HA
2258
Hamel Associates
New Jersey
$304K – – –
SIG
2259
Sargent Investment Group
Maryland
$304K +$61.1K +170 +25%
VNB
2260
Virginia National Bank
Virginia
$303K +$305K +849 New
TNA
2261
True North Advisors
Texas
$302K -$4.32M -12,005 -93%
FCMT
2262
Founders Capital Management (Texas)
Texas
$302K – – –
MF
2263
Montis Financial
Massachusetts
$300K – – –
SIA
2264
Strategic Investment Advisors
Michigan
$297K +$299K +832 New
PWM
2265
PBMares Wealth Management
Virginia
$296K -$89.9K -250 -23%
PFWA
2266
Paces Ferry Wealth Advisors
Georgia
$296K +$719 +2 +0.2%
CWM
2267
C2C Wealth Management
Arizona
$296K +$4.67K +13 +2%
QP
2268
Quilter Plc
United Kingdom
$295K +$18K +50 +6%
GSC
2269
Ground Swell Capital
South Carolina
$294K -$26.6K -74 -8%
PB
2270
Pinnacle Bancorp
Nebraska
$293K +$14K +39 +5%
BDF
2271
Black Diamond Financial
Maryland
$292K +$31.3K +87 +12%
EWA
2272
EverSource Wealth Advisors
Alabama
$291K -$102K -284 -26%
WOSD
2273
WFA of San Diego
California
$291K -$73.7K -205 -20%
MW
2274
Milestone Wealth
New York
$291K – – –
XWM
2275
Xcel Wealth Management
Florida
$291K – – –
89 90
91
92 93