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Name Holding Trade Value Shares
Change 		Change in
Stake
GC
2301
Gruss & Co
Florida
$454K +$418K +2,000 New
OWM
2302
Orgel Wealth Management
Wisconsin
$454K +$418K +2,000 New
HA
2303
HYA Advisors
Missouri
$453K -$21.3K -102 -5%
PW
2304
Peninsula Wealth
California
$453K +$38.4K +184 +10%
PCM
2305
Poehling Capital Management
Wisconsin
$452K +$416K +1,991 New
B
2306
Brightworth
Georgia
$451K – – –
ESBC
2307
E.S. Barr & Co
Kentucky
$451K – – –
SAM
2308
Security Asset Management
New York
$450K -$19.8K -95 -5%
MA
2309
MCF Advisors
Kentucky
$448K -$366K -1,753 -47%
BOM
2310
Bank of Marin
California
$446K -$522K -2,502 -56%
BCP
2311
Berkeley Capital Partners
Georgia
$446K +$22.1K +106 +6%
CP
2312
Corbenic Partners
Pennsylvania
$445K -$1.25K -6 -0.3%
FC
2313
Fusion Capital
South Carolina
$444K +$20.5K +98 +5%
EWM
2314
EPG Wealth Management
Georgia
$443K -$10.2K -49 -2%
SC
2315
Sawyer & Company
Massachusetts
$443K +$407K +1,950 New
GCAC
2316
Guardian Capital Advisors (Canada)
Ontario, Canada
$442K – – –
APW
2317
Austin Private Wealth
Texas
$442K +$20.9K +100 +5%
AAS
2318
Annex Advisory Services
Wisconsin
$441K +$22.1K +106 +6%
CFSG
2319
Community Financial Services Group
Vermont
$440K +$404K +1,937 New
CNBTD
2320
Citizens National Bank Trust Department
Mississippi
$439K – – –
SIM
2321
Sadoff Investment Management
Wisconsin
$436K -$9.81K -47 -2%
CCM
2322
Campbell Capital Management
Florida
$436K +$89.8K +430 +29%
FA
2323
Fortis Advisors
Pennsylvania
$434K +$14.4K +69 +4%
RIM
2324
Rockbridge Investment Management
New York
$433K +$398K +1,905 New
NICM
2325
Neo Ivy Capital Management
New York
$432K +$397K +1,903 New
91 92
93
94 95