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Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
2301
Sippican Capital Advisors
Massachusetts
$322K -$80.1K -425 -18%
DLCIG
2302
D.L. Carlson Investment Group
New Hampshire
$322K +$377K +2,000 New
BG
2303
Berry Group
Massachusetts
$321K -$170K -900 -31%
CMI
2304
Clare Market Investments
Texas
$320K +$38.2K +203 +11%
TAM
2305
Tradition Asset Management
Virginia
$320K +$3.39K +18 +0.9%
BMCM
2306
Bryn Mawr Capital Management
Pennsylvania
$320K +$28.3K +150 +8%
AWM
2307
Altavista Wealth Management
North Carolina
$320K +$170K +900 +83%
PJB
2308
Paul John Balson
California
$319K +$373K +1,978 New
PIMG
2309
Patriot Investment Management Group
Tennessee
$318K -$650K -3,450 -64%
ESBC
2310
E.S. Barr & Co
Kentucky
$317K – – –
PIA
2311
Perennial Investment Advisors
California
$317K +$24.1K +128 +7%
AO
2312
Allen Operations
New York
$317K +$370K +1,966 New
TCBWMS
2313
Texas Capital Bank Wealth Management Services
Texas
$316K -$8.1K -43 -2%
OFW
2314
Omnia Family Wealth
Florida
$316K – – –
PP
2315
PDS Planning
Ohio
$315K -$73.8K -392 -17%
QCIG
2316
Quad-Cities Investment Group
Iowa
$315K +$41.6K +221 +13%
BP
2317
BBR Partners
New York
$314K -$1.66M -8,792 -82%
DE
2318
Day & Ennis
Georgia
$314K – – –
NP
2319
NorthRock Partners
Minnesota
$312K -$605K -3,209 -62%
WFA
2320
Wellspring Financial Advisors
Ohio
$311K +$364K +1,931 New
CAM
2321
Crestone Asset Management
Colorado
$308K -$26.4K -140 -7%
HCM
2322
HGI Capital Management
New York
$307K – – –
PCMK
2323
Paragon Capital Management (Kansas)
Kansas
$307K +$16K +85 +5%
BFA
2324
Beacon Financial Advisory
Ohio
$306K +$8.85K +47 +3%
CA
2325
Continuum Advisory
Idaho
$306K +$9.98K +53 +3%
91 92
93
94 95