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Name Holding Trade Value Shares
Change 		Change in
Stake
AR
2126
Advisory Research
Illinois
$215K -$52.8K -382 -19%
EWM
2127
Edge Wealth Management
New York
$215K – – –
CHA
2128
Carmichael Hill & Associates
Maryland
$214K -$7.46K -54 -3%
PAG
2129
Private Advisory Group
Washington
$213K – – –
FC
2130
Fulcrum Capital
Washington
$212K -$55.4K -401 -20%
MVA
2131
Mount Vernon Associates
Maryland
$211K – – –
CAM
2132
Close Asset Management
United Kingdom
$210K -$138M -996,609 -100%
MCA
2133
Morris Capital Advisors
Pennsylvania
$210K – – –
CSPIA
2134
Cary Street Partners Investment Advisory
Virginia
$210K +$220K +1,595 New
LPWM
2135
Lake Point Wealth Management
Texas
$210K +$220K +1,595 New
CCM
2136
Coe Capital Management
Illinois
$209K – – –
MBA
2137
McQueen Ball & Associates
Pennsylvania
$209K +$13.9K +101 +7%
RWA
2138
RGT Wealth Advisors
Texas
$209K +$219K +1,587 New
LC
2139
LCNB Corp
Ohio
$208K -$8.43K -61 -4%
BO
2140
Bank OZK
Arkansas
$208K -$1.24K -9 -0.6%
PWM
2141
PRW Wealth Management
Massachusetts
$208K +$217K +1,572 New
IC
2142
Inverness Counsel
New York
$208K +$218K +1,579 New
LBG
2143
Lloyds Banking Group
United Kingdom
$207K -$76.2K -552 -20%
WA
2144
Wealth Architects
California
$207K +$217K +1,569 New
FPC
2145
Falcon Point Capital
California
$206K – – –
PMG
2146
Private Management Group
California
$206K +$216K +1,562 New
BCP
2147
Blackhawk Capital Partners
Wisconsin
$205K +$215K +1,555 New
IDBONY
2148
Israel Discount Bank of New York
New York
$203K +$27.6K +200 +15%
PAM
2149
Pegasus Asset Management
New York
$201K – – –
PT
2150
Plimoth Trust
Massachusetts
$201K +$20.4K +148 +11%
84 85
86
87 88