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Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
2551
Pathway Financial Advisers
Indiana
$137K +$62.5K +358 +119%
CSWM
2552
Cassady Schiller Wealth Management
Ohio
$133K – – –
KHC
2553
Koesten Hirschmann & Crabtree
Kansas
$131K +$2.97K +17 +3%
ABLA
2554
Alan B. Lancz & Associates
Ohio
$131K +$110K +632 New
DAM
2555
Delta Asset Management
Tennessee
$130K -$13.1K -75 -11%
PCM
2556
Pointe Capital Management
Michigan
$130K +$109K +627 New
BDS
2557
Banco de Sabadell
Florida
$129K +$59.3K +340 +110%
PG
2558
Proffitt & Goodson
Tennessee
$127K +$174 +1 +0.2%
TCA
2559
Trifecta Capital Advisors
Illinois
$127K +$3.49K +20 +3%
PB
2560
Pinnacle Bancorp
Nebraska
$126K +$60K +344 +130%
HI
2561
Hendershot Investments
Virginia
$124K – – –
SC
2562
Steph & Co
Wisconsin
$124K – – –
PO
2563
Private Ocean
California
$124K -$47.6K -273 -31%
FCMT
2564
Founders Capital Management (Texas)
Texas
$124K – – –
AT
2565
Avalon Trust
New Mexico
$124K +$104K +597 New
BHWM
2566
Beaird Harris Wealth Management
Texas
$123K -$14.8K -85 -13%
WFA
2567
West Financial Advisors
Iowa
$121K +$36.1K +207 +55%
CC
2568
Cypress Capital
Tennessee
$121K +$102K +584 New
LSA
2569
Lansing Street Advisors
Pennsylvania
$119K -$523 -3 -0.5%
NIC
2570
Northwest Investment Counselors
Oregon
$118K +$35.4K +203 +55%
BC
2571
Belmont Capital
California
$114K +$69.8K +400 +267%
BC
2572
Barrett & Company
Rhode Island
$113K – – –
VCM
2573
Vigilant Capital Management
Maine
$111K -$164K -938 -64%
AP
2574
Arlington Partners
Alabama
$109K +$39.4K +226 +75%
HFM
2575
Hartford Financial Management
Connecticut
$106K – – –
101 102
103
104 105