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Name Holding Trade Value Shares
Change 		Change in
Stake
RC
4351
Reik & Co
New York
$964K – – –
BCM
4352
Brown Capital Management
Maryland
$963K -$528K -4,198 -41%
CFG
4353
Chapman Financial Group
Hawaii
$963K +$767K +6,094 New
TA
4354
TPG Advisors
Illinois
$960K – – –
KP
4355
Kitching Partners
Pennsylvania
$959K – – –
LCG
4356
Lakeshore Capital Group
Illinois
$957K +$138K +1,098 +22%
MCM
4357
Marathon Capital Management
Maryland
$957K -$65.4K -520 -8%
WA
4358
WESPAC Advisors
California
$957K +$150K +1,191 +24%
NCMW
4359
Northern Capital Management (Washington)
Washington
$957K -$43.9K -349 -5%
OPTFSNA
4360
Old Point Trust & Financial Services N A
Virginia
$956K +$31.5K +250 +4%
W
4361
WorthPointe
California
$955K -$81.2K -645 -10%
LC
4362
Lincoln Capital
Nebraska
$954K +$62.7K +498 +9%
PPWM
4363
PFG Private Wealth Management
Florida
$953K +$83.4K +663 +12%
OF
4364
Outfitter Financial
Maine
$952K +$177K +1,410 +31%
EE
4365
EWG Elevate
California
$952K +$31.1K +247 +4%
ASG
4366
Ariston Services Group
California
$949K – – –
GC
4367
Gruss & Co
Florida
$948K -$62.9K -500 -8%
BCFD
4368
Boit C.F. David
$948K – – –
CFG
4369
Cornerstone Financial Group
Nebraska
$948K – – –
CI
4370
Cherokee Insurance
Michigan
$948K +$62.9K +500 +9%
SIM
4371
Sims Investment Management
Ohio
$947K -$3.65K -29 -0.5%
CWL
4372
Causey Wealth LLC
Colorado
$947K -$629 -5 -0.1%
FTC
4373
Farmers Trust Company
Ohio
$945K -$70.1K -557 -9%
MAG
4374
Mokosak Advisory Group
Iowa
$945K +$497K +3,946 +194%
DA
4375
Dover Advisors
Virginia
$944K +$78.4K +623 +12%
173 174
175
176 177