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Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1626
PenderFund Capital Management
British Columbia, Canada
$270K – – –
BCP
1627
Blue Chip Partners
Michigan
$270K +$18.6K +248 +7%
SCM
1628
Schnieders Capital Management
California
$270K +$276K +3,670 New
WA
1629
Winfield Associates
Ohio
$269K +$3.76K +50 +1%
PMFA
1630
Plante Moran Financial Advisors
Michigan
$268K -$2.63K -35 -1%
CAS
1631
Cascadia Advisory Services
Oregon
$266K +$272K +3,615 New
IG
1632
Ithaka Group
Virginia
$265K – – –
MMPW
1633
Mitchell McLeod Pugh & Williams
Alabama
$265K – – –
PK
1634
Pflug Koory
Nebraska
$265K +$62K +825 +30%
THWM
1635
Taylor Hoffman Wealth Management
Virginia
$264K +$977 +13 +0.4%
GC
1636
Gratus Capital
Georgia
$263K -$10.9K -145 -4%
JMFC
1637
J.M. Forbes & Co
Massachusetts
$263K – – –
UAS
1638
United Asset Strategies
New York
$263K +$1.13K +15 +0.4%
QCM
1639
Quest Capital Management
Texas
$263K +$29.8K +396 +12%
TWM
1640
Tolleson Wealth Management
Texas
$262K – – –
AFA
1641
American Financial Advisors
Georgia
$262K +$34.4K +458 +15%
SC
1642
SouthState Corp
Florida
$262K +$73.3K +976 +38%
WSC
1643
Wellington Shields & Co
New York
$262K +$268K +3,564 New
FIM
1644
Freedom Investment Management
Connecticut
$261K -$333K -4,435 -56%
CAMG
1645
CWA Asset Management Group
Florida
$261K -$60.9K -810 -19%
ST
1646
Spinnaker Trust
Maine
$261K -$8.27K -110 -3%
FA
1647
FCG Advisors
New Jersey
$259K +$5.04K +67 +2%
BCM
1648
Buckhead Capital Management
Georgia
$259K +$265K +3,525 New
PNC
1649
Park National Corp
Ohio
$258K -$8.49K -113 -3%
ISL
1650
Ingalls & Snyder LLC
New York
$258K -$2.25K -30 -0.8%
64 65
66
67 68