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Name Holding Trade Value Shares
Change 		Change in
Stake
SN
2801
Sittner & Nelson
Oregon
$235K +$220K +1,075 New
RP
2802
Rowlandmiller & Partners
Georgia
$235K -$10.2K -50 -4%
AIA
2803
AIMZ Investment Advisors
California
$234K – – –
HCM
2804
Hilton Capital Management
New York
$234K +$11.3K +55 +5%
LFG
2805
Larson Financial Group
Missouri
$234K +$33.8K +165 +18%
SLWA
2806
San Luis Wealth Advisors
California
$234K +$219K +1,068 New
ARTA
2807
A.R.T. Advisors
New York
$232K +$217K +1,059 New
STC
2808
Sarah T. Connolly
$230K +$215K +1,050 New
TFO
2809
Tarbox Family Office
California
$229K +$11.3K +55 +6%
TFF
2810
The Family Firm
Maryland
$229K +$24.8K +121 +12%
NFP
2811
Novak Financial Planning
Maryland
$229K +$214K +1,045 New
LCM
2812
LVM Capital Management
Michigan
$228K – – –
OEP
2813
Ocean Endowment Partners
Illinois
$227K +$20.9K +102 +9%
MP
2814
McDonald Partners
Ohio
$227K +$212K +1,037 New
PGA
2815
Portland Global Advisors
Maine
$226K -$16.8K -82 -7%
CPA
2816
Court Place Advisors
Maryland
$226K +$211K +1,031 New
DS
2817
DRW Securities
Illinois
$226K +$211K +1,032 New
SWMG
2818
Strategic Wealth Management Group
Maryland
$225K -$1.84K -9 -0.9%
HI
2819
Humankind Investments
New York
$225K +$210K +1,027 New
ZIG
2820
Zuckerman Investment Group
Illinois
$225K +$210K +1,028 New
EMFAT
2821
Emerald Mutual Fund Advisers Trust
Pennsylvania
$224K -$36.8K -180 -15%
MHIC
2822
Marble Harbor Investment Counsel
Massachusetts
$224K – – –
CA
2823
CapWealth Advisors
Tennessee
$224K +$209K +1,022 New
KLCM
2824
KG&L Capital Management
Louisiana
$224K +$210K +1,025 New
LGA
2825
Lebenthal Global Advisors
New York
$222K +$208K +1,018 New
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113
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