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Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
2051
Schnieders Capital Management
California
$576K -$522K -27,650 -42%
GSC
2052
Ground Swell Capital
South Carolina
$576K +$717K +38,000 New
MA
2053
Maxele Advisors
Missouri
$574K -$13.2K -700 -2%
WSCM
2054
Wellington Shields Capital Management
New York
$573K -$641K -33,950 -47%
DF
2055
Donoghue Forlines
Massachusetts
$573K +$123K +6,530 +21%
CNBT
2056
Cornerstone National Bank & Trust
Illinois
$572K +$340K +18,000 +91%
ABP
2057
Arthur B. Page
$569K +$708K +37,490 New
PL
2058
Parthenon LLC
Kentucky
$568K +$5.66K +300 +0.8%
DBRC
2059
D.B. Root & Company
Pennsylvania
$566K +$10.6K +560 +2%
B
2060
Bellecapital
Switzerland
$565K – – –
BO
2061
Bank OZK
Arkansas
$565K +$484K +25,630 +220%
VEA
2062
Virtus ETF Advisers
New York
$565K +$703K +37,260 New
1IA
2063
1834 Investment Advisors
Wisconsin
$563K -$137K -7,250 -16%
DCM
2064
Davidson Capital Management
Texas
$561K -$244K -12,910 -26%
WJA
2065
Willis Johnson & Associates
Texas
$561K -$9.63K -510 -1%
SGA
2066
Seaport Global Advisors
Massachusetts
$560K -$229K -12,110 -25%
MWM
2067
Marion Wealth Management
Pennsylvania
$560K +$112K +5,950 +19%
GC
2068
Grimes & Company
Massachusetts
$558K -$8.68K -460 -1%
CIA
2069
Caerus Investment Advisors
Texas
$555K +$50.6K +2,680 +8%
NFP
2070
Narus Financial Partners
Utah
$555K +$14.5K +770 +2%
LWP
2071
Legacy Wealth Planning
Nevada
$553K +$18.9K +1,000 +3%
DMBA
2072
Deseret Mutual Benefit Administrators
Utah
$552K +$19.4K +1,030 +3%
TCWM
2073
Total Clarity Wealth Management
Illinois
$551K -$2.45K -130 -0.4%
BW
2074
Bison Wealth
Georgia
$550K -$91.7K -4,860 -12%
GCAC
2075
Guardian Capital Advisors (Canada)
Ontario, Canada
$548K -$374K -19,790 -36%
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83
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