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Name Holding Trade Value Shares
Change 		Change in
Stake
MMPW
2151
Mitchell McLeod Pugh & Williams
Alabama
$246K +$227K +1,578 New
FI
2152
Financial Insights
Washington
$245K – – –
9WM
2153
9258 Wealth Management
Ohio
$245K +$226K +1,569 New
AIM
2154
Advantage Investment Management
Iowa
$244K -$346K -2,400 -61%
FPC
2155
Falcon Point Capital
California
$244K – – –
PMG
2156
Private Management Group
California
$244K – – –
FCA
2157
FLC Capital Advisors
California
$244K +$225K +1,560 New
WCM
2158
Wallace Capital Management
Texas
$244K +$225K +1,564 New
BO
2159
Bank OZK
Arkansas
$241K -$4.47K -31 -2%
IDBONY
2160
Israel Discount Bank of New York
New York
$241K – – –
BC
2161
Barnett & Company
Tennessee
$240K -$18K -125 -8%
KFA
2162
Kays Financial Advisory
Georgia
$240K +$222K +1,538 New
PAM
2163
Pegasus Asset Management
New York
$238K – – –
BWP
2164
BSW Wealth Partners
Colorado
$237K +$218K +1,516 New
AIA
2165
Alera Investment Advisors
Illinois
$236K -$117K -809 -35%
BBA
2166
Braun-Bostich & Associates
Pennsylvania
$236K -$60.7K -421 -22%
VNB
2167
Virginia National Bank
Virginia
$235K +$217K +1,504 New
MIAS
2168
Mason Investment Advisory Services
Virginia
$234K +$216K +1,500 New
AAM
2169
Autus Asset Management
Arizona
$231K -$42.5K -295 -17%
LC
2170
LCNB Corp
Ohio
$231K -$14.4K -100 -6%
TCM
2171
Towercrest Capital Management
Pennsylvania
$231K +$214K +1,484 New
WPA
2172
West Paces Advisors
Georgia
$231K – – –
PFA
2173
Pure Financial Advisors
California
$230K +$212K +1,472 New
SNBOSD
2174
Security National Bank of So Dak
Iowa
$229K +$211K +1,464 New
ACA
2175
Aptus Capital Advisors
Alabama
$227K +$210K +1,454 New
85 86
87
88 89