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Name Holding Trade Value Shares
Change 		Change in
Stake
NS
2051
Newman & Schimel
Illinois
$227K +$207K +879 New
VDI
2052
Vaughan David Investments
Illinois
$227K +$207K +879 New
BAS
2053
Brown Advisory Securities
Maryland
$225K -$28.2K -120 -12%
GCAC
2054
Guardian Capital Advisors (Canada)
Ontario, Canada
$225K +$205K +870 New
JMF
2055
Johnson Midwest Financial
Iowa
$224K – – –
PGIM
2056
Pacific Global Investment Management
California
$224K +$204K +867 New
AOG
2057
Alpha Omega Group
Virginia
$223K -$10.6K -45 -5%
BHWM
2058
Bar Harbor Wealth Management
New Hampshire
$223K +$203K +861 New
PFPT
2059
Pinnacle Financial Partners (Tennessee)
Tennessee
$223K +$203K +861 New
BA
2060
Bellwether Advisors
Nebraska
$222K -$5.65K -24 -3%
AWG
2061
Altus Wealth Group
Colorado
$222K +$202K +858 New
WT
2062
Washington Trust
Rhode Island
$221K +$7.06K +30 +4%
CAG
2063
Curtis Advisory Group
California
$220K +$201K +852 New
FEG
2064
Financial Enhancement Group
Indiana
$219K – – –
SPWG
2065
Sage Private Wealth Group
Illinois
$219K – – –
ADMI
2066
Albert D. Mason Inc
Massachusetts
$219K +$200K +849 New
KCM
2067
Kathmere Capital Management
Pennsylvania
$219K +$200K +849 New
CWC
2068
Carolinas Wealth Consulting
North Carolina
$218K +$23.3K +99 +13%
BI
2069
Ballast Inc
Kentucky
$217K +$198K +840 New
KC
2070
Kingfisher Capital
North Carolina
$217K +$198K +840 New
RCA
2071
Reitz Capital Advisors
Michigan
$217K +$198K +840 New
SCM
2072
Stonebridge Capital Management
California
$217K +$198K +840 New
BFIM
2073
Beese Fulmer Investment Management
Ohio
$216K -$17.7K -75 -8%
JMFC
2074
J.M. Forbes & Co
Massachusetts
$216K +$196K +834 New
PFA
2075
Pettinga Financial Advisors
Indiana
$216K +$196K +834 New
81 82
83
84 85