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Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
2401
Sage Capital Advisors
South Dakota
$313K – – –
SHFA
2402
SS&H Financial Advisors
Michigan
$313K +$271K +870 New
SIG
2403
Spinnaker Investment Group
California
$312K – – –
PGIM
2404
Pacific Global Investment Management
California
$311K – – –
OPA
2405
Old Port Advisors
Maine
$311K +$24.3K +78 +10%
AOG
2406
Alpha Omega Group
Virginia
$310K – – –
DAC
2407
Dividend Assets Capital
South Carolina
$310K +$18.7K +60 +7%
IDA
2408
Intelligence Driven Advisers
California
$310K +$30.8K +99 +13%
CFA
2409
Cahill Financial Advisors
Minnesota
$309K +$7.47K +24 +3%
SCM
2410
Stonebridge Capital Management
California
$308K +$5.61K +18 +2%
APA
2411
Astoria Portfolio Advisors
New York
$308K +$43K +138 +19%
FPCG
2412
Fort Pitt Capital Group
Pennsylvania
$307K – – –
MAM
2413
Marotta Asset Management
Virginia
$306K +$7.47K +24 +3%
BFIM
2414
Beese Fulmer Investment Management
Ohio
$306K +$5.61K +18 +2%
WPC
2415
White Pine Capital
Minnesota
$306K +$66.3K +213 +33%
AG
2416
AlphaSimPlex Group
Massachusetts
$306K +$265K +852 New
SPC
2417
Stewart & Patten Company
California
$305K -$27.1K -87 -9%
KCM
2418
Kathmere Capital Management
Pennsylvania
$304K +$264K +846 New
PFA
2419
Pettinga Financial Advisors
Indiana
$303K -$25.2K -81 -9%
KC
2420
Kingfisher Capital
North Carolina
$303K – – –
AWA
2421
Archvest Wealth Advisors
California
$303K +$4.67K +15 +2%
WAM
2422
Weinberger Asset Management
California
$303K +$5.61K +18 +2%
LFA
2423
Lauterbach Financial Advisors
Texas
$302K -$1.87K -6 -0.7%
FI
2424
Financial Insights
Washington
$302K +$16.8K +54 +7%
BI
2425
Ballast Inc
Kentucky
$301K – – –
95 96
97
98 99