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Name Holding Trade Value Shares
Change 		Change in
Stake
VDI
2301
Vaughan David Investments
Illinois
$454K +$5.64K +27 +1%
GC
2302
Gruss & Co
Florida
$454K +$418K +2,000 New
OWM
2303
Orgel Wealth Management
Wisconsin
$454K +$418K +2,000 New
HA
2304
HYA Advisors
Missouri
$453K -$21.3K -102 -5%
PW
2305
Peninsula Wealth
California
$453K +$38.4K +184 +10%
PCM
2306
Poehling Capital Management
Wisconsin
$452K +$416K +1,991 New
B
2307
Brightworth
Georgia
$451K – – –
ESBC
2308
E.S. Barr & Co
Kentucky
$451K – – –
SAM
2309
Security Asset Management
New York
$450K -$19.8K -95 -5%
MA
2310
MCF Advisors
Kentucky
$448K -$366K -1,753 -47%
BOM
2311
Bank of Marin
California
$446K -$522K -2,502 -56%
BCP
2312
Berkeley Capital Partners
Georgia
$446K +$22.1K +106 +6%
CP
2313
Corbenic Partners
Pennsylvania
$445K -$1.25K -6 -0.3%
FC
2314
Fusion Capital
South Carolina
$444K +$20.5K +98 +5%
EWM
2315
EPG Wealth Management
Georgia
$443K -$10.2K -49 -2%
SC
2316
Sawyer & Company
Massachusetts
$443K +$407K +1,950 New
GCAC
2317
Guardian Capital Advisors (Canada)
Ontario, Canada
$442K – – –
APW
2318
Austin Private Wealth
Texas
$442K +$20.9K +100 +5%
AAS
2319
Annex Advisory Services
Wisconsin
$441K +$22.1K +106 +6%
CFSG
2320
Community Financial Services Group
Vermont
$440K +$404K +1,937 New
CNBTD
2321
Citizens National Bank Trust Department
Mississippi
$439K – – –
SIM
2322
Sadoff Investment Management
Wisconsin
$436K -$9.81K -47 -2%
CCM
2323
Campbell Capital Management
Florida
$436K +$89.8K +430 +29%
FA
2324
Fortis Advisors
Pennsylvania
$434K +$14.4K +69 +4%
RIM
2325
Rockbridge Investment Management
New York
$433K +$398K +1,905 New
91 92
93
94 95