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Name Holding Trade Value Shares
Change 		Change in
Stake
AOWM
1626
Alpha Omega Wealth Management
Virginia
$270K -$36.6K -487 -12%
PCM
1627
PenderFund Capital Management
British Columbia, Canada
$270K – – –
BCP
1628
Blue Chip Partners
Michigan
$270K +$18.6K +248 +7%
SCM
1629
Schnieders Capital Management
California
$270K +$276K +3,670 New
WA
1630
Winfield Associates
Ohio
$269K +$3.76K +50 +1%
PMFA
1631
Plante Moran Financial Advisors
Michigan
$268K -$2.63K -35 -1%
CAS
1632
Cascadia Advisory Services
Oregon
$266K +$272K +3,615 New
IG
1633
Ithaka Group
Virginia
$265K – – –
MMPW
1634
Mitchell McLeod Pugh & Williams
Alabama
$265K – – –
PK
1635
Pflug Koory
Nebraska
$265K +$62K +825 +30%
THWM
1636
Taylor Hoffman Wealth Management
Virginia
$264K +$977 +13 +0.4%
GC
1637
Gratus Capital
Georgia
$263K -$10.9K -145 -4%
JMFC
1638
J.M. Forbes & Co
Massachusetts
$263K – – –
UAS
1639
United Asset Strategies
New York
$263K +$1.13K +15 +0.4%
QCM
1640
Quest Capital Management
Texas
$263K +$29.8K +396 +12%
TWM
1641
Tolleson Wealth Management
Texas
$262K – – –
AFA
1642
American Financial Advisors
Georgia
$262K +$34.4K +458 +15%
SC
1643
SouthState Corp
Florida
$262K +$73.3K +976 +38%
WSC
1644
Wellington Shields & Co
New York
$262K +$268K +3,564 New
FIM
1645
Freedom Investment Management
Connecticut
$261K -$333K -4,435 -56%
CAMG
1646
CWA Asset Management Group
Florida
$261K -$60.9K -810 -19%
ST
1647
Spinnaker Trust
Maine
$261K -$8.27K -110 -3%
FA
1648
FCG Advisors
New Jersey
$259K +$5.04K +67 +2%
BCM
1649
Buckhead Capital Management
Georgia
$259K +$265K +3,525 New
PNC
1650
Park National Corp
Ohio
$258K -$8.49K -113 -3%
64 65
66
67 68