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Name Holding Trade Value Shares
Change 		Change in
Stake
PV
2251
Private Vista
Illinois
$329K – – –
QCM
2252
Quantinno Capital Management
New York
$329K +$38.8K +198 +11%
VDI
2253
Vaughan David Investments
Illinois
$329K +$41.1K +210 +12%
XS
2254
XR Securities
Illinois
$329K +$386K +1,971 New
PO
2255
Private Ocean
California
$328K -$48.9K -250 -11%
CCM
2256
Cadence Capital Management
Massachusetts
$328K -$4.31K -22 -1%
CP
2257
Corbenic Partners
Pennsylvania
$328K – – –
SIM
2258
Sadoff Investment Management
Wisconsin
$328K – – –
OFS
2259
OneAscent Financial Services
Alabama
$327K +$28K +143 +8%
AWM
2260
Apollon Wealth Management
South Carolina
$326K -$33.3K -170 -8%
DDC
2261
DF Dent & Co
Maryland
$324K +$90.6K +463 +31%
SMH
2262
Sanders Morris Harris
Texas
$324K +$367K +1,873 +110%
BWCS
2263
Beirne Wealth Consulting Services
Connecticut
$323K – – –
SPP
2264
Single Point Partners
Massachusetts
$323K +$74K +378 +24%
CNBTD
2265
Citizens National Bank Trust Department
Mississippi
$323K +$379K +1,936 New
QT
2266
Quantamental Technologies
New York
$323K +$379K +1,937 New
TC
2267
Truvestments Capital
Florida
$321K -$1.39M -7,118 -79%
TF
2268
Tompkins Financial
New York
$321K – – –
JWM
2269
JGP Wealth Management
Oregon
$319K -$19.6K -100 -5%
NFG
2270
Nations Financial Group
Iowa
$319K +$27K +138 +8%
OPPTF
2271
OPSEU Pension Plan Trust Fund
Ontario, Canada
$319K +$388K +1,980 New
CG
2272
Cynosure Group
Utah
$318K -$65.8K -336 -15%
PM
2273
Penbrook Management
New York
$317K – – –
BAAM
2274
Baker Avenue Asset Management
California
$316K -$58.1K -297 -14%
DWA
2275
Dougherty Wealth Advisers
Minnesota
$316K – – –
89 90
91
92 93