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Name Holding Trade Value Shares
Change 		Change in
Stake
SCI
1151
Stableford Capital II
Arizona
$400K +$379K +4,724 New
WTFG
1152
Wells Trecaso Financial Group
Ohio
$399K – – –
GIA
1153
GHP Investment Advisors
Colorado
$397K +$115K +1,427 +44%
DAM
1154
Doheny Asset Management
California
$396K – – –
HCM
1155
Harvest Capital Management
New Hampshire
$396K – – –
ACM
1156
Alta Capital Management
Utah
$395K – – –
TFO
1157
Tarbox Family Office
California
$395K – – –
MPI
1158
Mairs & Power Inc
Minnesota
$394K +$20.1K +250 +6%
FMB
1159
Field & Main Bank
Kentucky
$390K – – –
IIA
1160
IPG Investment Advisors
California
$388K +$368K +4,585 New
GW
1161
GW & Wade
Massachusetts
$387K +$562 +7 +0.2%
SICM
1162
Sustainable Insight Capital Management
New York
$387K +$85.2K +1,061 +30%
PHAM
1163
Palisades Hudson Asset Management
Florida
$385K -$46.1K -574 -11%
RTS
1164
Round Table Services
New Jersey
$385K +$134K +1,674 +58%
AIS
1165
American Investment Services
Massachusetts
$381K +$803 +10 +0.2%
VLC
1166
Van Leeuwen & Company
New Jersey
$381K +$361K +4,500 New
NSB
1167
Norway Savings Bank
Maine
$380K -$10.4K -130 -3%
PC
1168
Port Capital
Illinois
$377K -$26.9K -335 -7%
MA
1169
MCF Advisors
Kentucky
$377K – – –
UBV
1170
United Bank (Virginia)
Virginia
$377K – – –
CYG
1171
Clean Yield Group
Vermont
$375K – – –
BHBT
1172
Burke & Herbert Bank & Trust
Virginia
$374K -$22.5K -280 -6%
DPI
1173
Diversified Portfolios Inc
Michigan
$374K -$12K -150 -3%
PCG
1174
Private Capital Group
Connecticut
$374K +$1.28K +16 +0.4%
CL
1175
Choreo LLC
Illinois
$373K -$493K -6,138 -58%
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