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Name Holding Trade Value Shares
Change 		Change in
Stake
YMRC
1226
Yorktown Management & Research Company
Virginia
$328K – – –
HIC
1227
Holderness Investments Company
North Carolina
$328K +$16.7K +200 +5%
SWA
1228
Stratos Wealth Advisors
Ohio
$328K +$325K +3,900 New
VIM
1229
Veritas Investment Management
United Kingdom
$326K – – –
AWM
1230
AE Wealth Management
Kansas
$325K -$146K -1,757 -31%
PHS
1231
Pekin Hardy Strauss
Illinois
$325K -$16.7K -200 -5%
SP
1232
SWS Partners
Ohio
$325K +$5.41K +65 +2%
GP
1233
Girard Partners
Pennsylvania
$323K +$100K +1,202 +45%
VCM
1234
Vivaldi Capital Management
Illinois
$317K +$314K +3,771 New
CGL
1235
Clarius Group LLC
Washington
$316K +$85.3K +1,024 +37%
RBFC
1236
Roman Butler Fullerton & Co
Missouri
$316K +$291K +3,488 New
PCMC
1237
Paragon Capital Management (Colorado)
Colorado
$315K – – –
CBT
1238
Capital Bank & Trust
California
$314K -$81.7K -981 -21%
LNC
1239
Lincoln National Corp
Pennsylvania
$314K +$22.3K +268 +8%
EMB
1240
Elefante Mark B
$313K +$65.4K +785 +27%
AWA
1241
ARS Wealth Advisors
Florida
$312K -$37.9K -455 -11%
SG
1242
StoneX Group
New York
$312K +$54.1K +650 +21%
CCM
1243
Coldstream Capital Management
Washington
$308K +$61.4K +737 +25%
FC
1244
Fayerweather Charles
$308K +$306K +3,672 New
BCA
1245
Berman Capital Advisors
Georgia
$307K -$87.8K -1,054 -22%
MCG
1246
MACRO Consulting Group
New Jersey
$307K +$304K +3,646 New
AIP
1247
Almanack Investment Partners
Pennsylvania
$306K -$13.1K -157 -4%
DTL
1248
Dynamic Technology Lab
Singapore
$305K -$2.26M -27,090 -88%
GS
1249
Gagnon Securities
New York
$305K +$7.25K +87 +2%
MFG
1250
Monte Financial Group
Connecticut
$304K -$37.7K -453 -11%
48 49
50
51 52