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Name Holding Trade Value Shares
Change 		Change in
Stake
ANTB
2151
AMG National Trust Bank
Colorado
$238K +$227K +1,430 New
HIM
2152
Hillsdale Investment Management
Ontario, Canada
$238K +$227K +1,430 New
AAS
2153
Annex Advisory Services
Wisconsin
$237K +$226K +1,419 New
IWS
2154
Insight Wealth Strategies
California
$235K -$76.3K -480 -25%
TA
2155
TCG Advisors
Texas
$235K +$224K +1,407 New
NCM
2156
Neumann Capital Management
California
$235K +$224K +1,410 New
FNBOSM
2157
First National Bank of South Miami
Florida
$234K – – –
PAM
2158
Paradigm Asset Management
New York
$233K -$87.5K -550 -28%
MGAM
2159
McGowan Group Asset Management
Texas
$233K +$222K +1,395 New
CMO
2160
Covenant Multifamily Offices
Texas
$233K +$223K +1,400 New
VCM
2161
Vision Capital Management
Oregon
$232K -$31.8K -200 -13%
SFG
2162
StrategIQ Financial Group
Indiana
$232K +$221K +1,391 New
SAM
2163
Seelaus Asset Management
New Jersey
$231K -$47.7K -300 -18%
IC
2164
Inscription Capital
Texas
$228K – – –
RWG
2165
Regal Wealth Group
California
$228K – – –
SIS
2166
Sound Income Strategies
Florida
$228K +$13.7K +86 +7%
NPF
2167
Norris Perne & French
Michigan
$228K +$218K +1,368 New
CW
2168
Cobiz Wealth
Colorado
$226K -$295K -1,854 -58%
AWS
2169
AJ Wealth Strategies
New York
$226K +$215K +1,354 New
NFG
2170
Nations Financial Group
Iowa
$225K +$214K +1,348 New
HKIM
2171
Hayek Kallen Investment Management
Alabama
$225K +$215K +1,350 New
FNT
2172
First Nebraska Trust
Nebraska
$224K +$214K +1,345 New
IIM
2173
Ipswich Investment Management
Massachusetts
$224K – – –
EFL
2174
ERn Financial LLC
Wisconsin
$224K +$200K +1,255 New
MCM
2175
Maple Capital Management
Vermont
$223K +$213K +1,339 New
85 86
87
88 89