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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1101
Mitchell Capital Management
Kansas
$237K – – –
PDM
1102
Penn Davis McFarland
Texas
$237K – – –
SNT
1103
Security National Trust
West Virginia
$237K – – –
VHAM
1104
Van Hulzen Asset Management
California
$237K – – –
LFG
1105
Larson Financial Group
Missouri
$236K +$242K +39,760 New
DWM
1106
Doyle Wealth Management
Florida
$236K +$242K +39,800 New
SWA
1107
Sutton Wealth Advisors
Florida
$235K – – –
AR
1108
Advisory Research
Illinois
$235K +$241K +39,680 New
AMCA
1109
Arthur M. Cohen & Associates
Illinois
$234K +$240K +39,440 New
WPW
1110
Waldron Private Wealth
Pennsylvania
$234K +$240K +39,520 New
LW
1111
Linscomb Wealth
Texas
$232K – – –
HH
1112
HWG Holdings
Texas
$232K +$237K +39,080 New
CPH
1113
C Partners Holding
Switzerland
$231K +$16.8K +2,760 +8%
JMFC
1114
J.M. Forbes & Co
Massachusetts
$230K – – –
CIM
1115
Confluence Investment Management
Missouri
$223K +$229K +37,680 New
ACM
1116
Azimuth Capital Management
Michigan
$221K +$7.78K +1,280 +4%
WCM
1117
Whitener Capital Management
North Carolina
$221K +$9.72K +1,600 +4%
ONB
1118
Old National Bancorp
Indiana
$220K -$27.9K -4,600 -11%
TWM
1119
Torch Wealth Management
Ohio
$219K – – –
MCIA
1120
Mountain Capital Investment Advisors
Colorado
$219K +$225K +37,000 New
SIM
1121
Sonora Investment Management
Arizona
$217K +$4.86K +800 +2%
OC
1122
Oarsman Capital
Wisconsin
$216K -$17.7K -2,920 -7%
SMC
1123
Smith, Moore & Co
Missouri
$216K +$10.2K +1,680 +5%
SAM
1124
Seelaus Asset Management
New Jersey
$215K – – –
SCA
1125
Sage Capital Advisors
South Dakota
$213K -$52K -8,560 -19%
43 44
45
46 47