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Name Holding Trade Value Shares
Change 		Change in
Stake
BIG
1501
Brooklyn Investment Group
New York
$306K -$19.7K -268 -5%
CSB
1502
City State Bank
Iowa
$306K +$73.6K +1,000 +26%
NDSI
1503
Newman Dignan & Sheerar Inc
Rhode Island
$306K +$74 +1 +0%
PIM
1504
Progressive Investment Management
Oregon
$305K – – –
JSW
1505
Journey Strategic Wealth
New Jersey
$304K -$1.4K -19 -0.4%
MIM
1506
Miller Investment Management
Pennsylvania
$303K – – –
PSB
1507
Piscataqua Savings Bank
New Hampshire
$302K +$7.36K +100 +2%
DI
1508
Diligent Investors
California
$302K +$73.6K +1,000 +27%
LA
1509
LVW Advisors
New York
$301K +$127K +1,728 +57%
SAI
1510
Savvy Advisors Inc
New York
$299K +$123K +1,674 +55%
TFO
1511
Tarbox Family Office
California
$298K -$7.66K -104 -2%
BWM
1512
BNC Wealth Management
Oregon
$297K – – –
AGWCA
1513
Annis Gardner Whiting Capital Advisors
Florida
$297K +$9.13K +124 +3%
DP
1514
Dearborn Partners
Illinois
$297K -$196K -2,663 -36%
AWA
1515
Aaron Wealth Advisors
Illinois
$296K +$14.1K +192 +4%
OCM
1516
Ovata Capital Management
Hong Kong
$296K +$343K +4,660 New
CNFG
1517
Creegan & Nassoura Financial Group
New Hampshire
$295K – – –
FFM
1518
Forum Financial Management
Illinois
$295K -$131K -1,783 -28%
JEST
1519
JTC Employer Solutions Trustee
Jersey
$295K -$73.8K -1,002 -18%
SVWAG
1520
Sound View Wealth Advisors Group
Georgia
$295K -$53.4K -726 -14%
BBI
1521
Baxter Bros Inc
Connecticut
$295K -$9.2K -125 -3%
EFS
1522
Essex Financial Services
Connecticut
$293K -$132K -1,787 -28%
FFA
1523
First Foundation Advisors
California
$293K -$9.2K -125 -3%
DSN
1524
D. Scott Neal
Kentucky
$292K – – –
UAML
1525
US Asset Management LLC
Pennsylvania
$292K -$2.8K -38 -0.8%
59 60
61
62 63