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Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
1201
Private Capital Advisors
Connecticut
$242K +$247K +3,060 New
AFG
1202
Allegheny Financial Group
Pennsylvania
$241K +$2.42K +30 +1%
JCM
1203
Jacobi Capital Management
Pennsylvania
$241K +$27.8K +345 +13%
CAM
1204
Cidel Asset Management
Ontario, Canada
$241K – – –
MCC
1205
Money Concepts Capital
Florida
$241K – – –
NFG
1206
Nations Financial Group
Iowa
$241K +$6.05K +75 +3%
MW
1207
Marcum Wealth
Ohio
$240K +$1.21K +15 +0.5%
BDF
1208
Black Diamond Financial
Maryland
$238K -$50.8K -630 -17%
SWM
1209
Sugarloaf Wealth Management
Georgia
$238K – – –
CAM
1210
Claret Asset Management
Quebec, Canada
$238K +$2.42K +30 +1%
BAM
1211
Belpointe Asset Management
Nevada
$237K +$1.21K +15 +0.5%
AFG
1212
ABLE Financial Group
Arizona
$237K – – –
TPM
1213
Triasima Portfolio Management
Quebec, Canada
$237K +$242K +3,000 New
CHC
1214
City Holding Co
West Virginia
$237K – – –
LA
1215
LM Advisors
California
$237K – – –
FWIA
1216
Fort Washington Investment Advisors
Ohio
$235K +$9.68K +120 +4%
HCM
1217
Hutchinson Capital Management
California
$235K +$239K +2,970 New
HWM
1218
Hemington Wealth Management
Virginia
$234K +$6.05K +75 +3%
CCWM
1219
Cassaday & Co Wealth Management
Virginia
$231K +$2.42K +30 +1%
GRP
1220
Global Retirement Partners
California
$231K +$6.05K +75 +3%
BIM
1221
Bridges Investment Management
Nebraska
$229K +$3.63K +45 +2%
PPC
1222
Park Place Capital
Alabama
$229K -$6.05K -75 -3%
DIM
1223
Delta Investment Management
California
$229K – – –
RSWM
1224
Robertson Stephens Wealth Management
California
$229K +$1.21K +15 +0.5%
USB
1225
Union Savings Bank
Connecticut
$229K – – –
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