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Name Holding Trade Value Shares
Change 		Change in
Stake
ABLA
1301
Alan B. Lancz & Associates
Ohio
$526K -$44K -550 -8%
GA
1302
GoalVest Advisory
New York
$525K -$1.21M -15,112 -67%
SS
1303
Simplicity Solutions
Minnesota
$519K -$246K -3,068 -30%
BFA
1304
Buttonwood Financial Advisors
Maryland
$517K -$9.04K -113 -2%
NED
1305
Nancy E. Dempze
$516K -$422K -5,269 -42%
AA
1306
Ancora Advisors
Ohio
$516K -$525K -6,563 -48%
OPCM
1307
Osborne Partners Capital Management
California
$514K +$180K +2,252 +45%
ESB
1308
Essex Savings Bank
Connecticut
$514K +$11K +138 +2%
SCP
1309
Stamos Capital Partners
California
$510K +$16.8K +210 +3%
DEA
1310
DoubleLine ETF Adviser
Florida
$509K +$572K +7,153 New
PCM
1311
Poehling Capital Management
Wisconsin
$508K -$272K -3,399 -32%
GAM
1312
Grandview Asset Management
Pennsylvania
$508K -$44.9K -561 -7%
ANTB
1313
AMG National Trust Bank
Colorado
$507K -$293K -3,659 -34%
WAG
1314
Wallace Advisory Group
California
$507K +$570K +7,121 New
ACM
1315
AUA Capital Management
Pennsylvania
$505K – – –
WWM
1316
Westwood Wealth Management
California
$505K +$16K +200 +3%
NW
1317
Naviter Wealth
Arkansas
$504K +$80K +999 +19%
SF
1318
Symphony Financial
Texas
$502K +$480 +6 +0.1%
PGCM
1319
Prescott Group Capital Management
Oklahoma
$499K +$560K +7,000 New
DA
1320
DCF Advisers
Connecticut
$499K -$240K -3,000 -30%
PTP
1321
Platform Technology Partners
New York
$498K +$1.84K +23 +0.3%
BST
1322
Bath Savings Trust
Maine
$495K -$77.1K -963 -12%
FFM
1323
Forum Financial Management
Illinois
$494K -$36.7K -459 -6%
TCM
1324
Triumph Capital Management
Colorado
$494K +$10.8K +135 +2%
RCA
1325
Resonant Capital Advisors
Wisconsin
$493K -$641K -8,012 -54%
51 52
53
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