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Name Holding Trade Value Shares
Change 		Change in
Stake
P
1701
&Partners
Tennessee
$285K +$9.6K +125 +3%
SAF
1702
Smith Anglin Financial
Texas
$285K +$46.5K +606 +19%
CCM
1703
Cribstone Capital Management
Maine
$285K +$243K +3,163 +555%
WH
1704
Willner & Heller
California
$284K +$845 +11 +0.3%
FWA
1705
FSM Wealth Advisors
Ohio
$283K +$253K +3,299 New
BWA
1706
BDO Wealth Advisors
Florida
$282K -$21.1K -275 -7%
JBA
1707
Johnson Bixby & Associates
Washington
$282K – – –
SCI
1708
S&CO Inc
Massachusetts
$282K – – –
6F
1709
626 Financial
Michigan
$281K -$58.1K -757 -17%
NWM
1710
Northcape Wealth Management
New York
$281K -$24.3K -316 -8%
ZAM
1711
Zevin Asset Management
Massachusetts
$279K -$42.2K -550 -13%
GSC
1712
G&S Capital
Colorado
$279K +$1.77K +23 +0.6%
KFA
1713
Kelleher Financial Advisors
New York
$278K +$280K +3,642 New
WA
1714
Wambolt & Associates
Colorado
$277K -$2.07K -27 -0.7%
BAM
1715
Byrne Asset Management
New Jersey
$277K +$8.45K +110 +3%
CWA
1716
Canvas Wealth Advisors
Kansas
$277K +$72.7K +946 +35%
SWA
1717
SOA Wealth Advisors
New York
$276K -$8.99K -117 -3%
JAG
1718
Journey Advisory Group
Kentucky
$276K +$7.68K +100 +3%
MAM
1719
Mastrapasqua Asset Management
Tennessee
$276K +$277K +3,608 New
AC
1720
Avestar Capital
New York
$275K -$93.1K -1,212 -25%
VAM
1721
Veritas Asset Management
United Kingdom
$275K -$61.4K -800 -18%
B
1722
Barings
North Carolina
$275K -$22.4K -292 -8%
NCM
1723
Northwest Capital Management
Oregon
$275K +$18.4K +240 +7%
PFBT
1724
Parkside Financial Bank & Trust
Missouri
$274K -$50.9K -663 -16%
MCP
1725
Mirador Capital Partners
California
$274K -$3.76K -49 -1%
67 68
69
70 71