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Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
2751
Private Asset Management
California
$299K -$19.8K -720 -7%
BIA
2752
Bell Investment Advisors
California
$299K +$20.6K +750 +8%
SG
2753
Swarthmore Group
Pennsylvania
$299K +$280K +10,170 New
OCG
2754
Opus Capital Group
Ohio
$297K – – –
SHFA
2755
SC&H Financial Advisors
Maryland
$297K +$277K +10,080 New
MCM
2756
Mendel Capital Management
Arkansas
$295K +$276K +10,040 New
RCI
2757
RS Crum Inc
California
$295K +$277K +10,050 New
SAM
2758
Silphium Asset Management
United Kingdom
$294K -$484K -17,600 -64%
CIP
2759
Capital Insight Partners
Arizona
$294K -$16K -580 -5%
CBOR
2760
Community Bank of Raymore
Missouri
$294K – – –
EM
2761
ELCO Management
New York
$294K – – –
MCM
2762
Magnolia Capital Management
New York
$294K – – –
OCM
2763
Osterweis Capital Management
California
$294K – – –
HNW
2764
High Note Wealth
Minnesota
$294K +$276K +10,030 New
LAM
2765
LifePro Asset Management
California
$293K -$116K -4,200 -30%
LTL
2766
Lowery Thomas LLC
California
$293K +$274K +9,960 New
CB
2767
Community Bank
New York
$292K -$40.4K -1,470 -13%
S
2768
Surevest
California
$292K +$273K +9,930 New
SSW
2769
Smith Shellnut Wilson
Mississippi
$291K – – –
PSF
2770
Pacific Sun Financial
California
$289K +$270K +9,830 New
BCP
2771
Blackhawk Capital Partners
Wisconsin
$288K -$99.9K -3,630 -27%
ME
2772
McIlrath & Eck
Washington
$286K +$33K +1,200 +14%
AWA
2773
Aletheian Wealth Advisors
Washington
$286K +$268K +9,740 New
BWM
2774
Blossom Wealth Management
California
$286K +$268K +9,740 New
BC
2775
Brio Consultants
California
$285K -$13.8K -500 -5%
109 110
111
112 113