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Name Holding Trade Value Shares
Change 		Change in
Stake
WFG
1601
Windsor Financial Group
Minnesota
$241K -$30.6K -616 -11%
MMM
1602
Mendel Money Management
Illinois
$240K +$239K +4,802 New
BCA
1603
Benchmark Capital Advisors
New York
$239K +$238K +4,779 New
MFW
1604
Meristem Family Wealth
Minnesota
$238K +$7.71K +155 +3%
ABTD
1605
Arvest Bank Trust Division
Oklahoma
$238K +$237K +4,769 New
NGA
1606
Naples Global Advisors
Florida
$237K -$31.8K -640 -12%
FA
1607
Financial Advantage
Maryland
$237K – – –
LJHT
1608
Laurie J. Hall Trustee
$236K – – –
BRWM
1609
B. Riley Wealth Management
Tennessee
$234K +$20.3K +408 +10%
DWM
1610
Destination Wealth Management
California
$232K -$200K -4,022 -46%
SMM
1611
Stadion Money Management
Georgia
$232K +$231K +4,642 New
GIP
1612
Greatmark Investment Partners
Georgia
$231K +$14.9K +300 +7%
NCMG
1613
NCM Capital Management Group
North Carolina
$230K +$49.7K +1,000 +28%
BC
1614
Banced Corp
Illinois
$228K +$8.5K +171 +4%
BBPWM
1615
Blue Bell Private Wealth Management
Pennsylvania
$225K – – –
PCMI
1616
Paradigm Capital Management Inc
New York
$225K – – –
USGIU
1617
U.S. Global Investors (USGI)
Texas
$225K – – –
CL
1618
CFS LLC
Oklahoma
$225K +$137K +2,755 +157%
AL
1619
Aspiriant LLC
California
$225K +$224K +4,506 New
WKA
1620
Wilson Kemp & Associates
Michigan
$224K -$401K -8,063 -64%
LIM
1621
Lathrop Investment Management
Arkansas
$224K -$41.5K -835 -16%
CCM
1622
Cohen Capital Management
California
$223K – – –
MIP
1623
Marietta Investment Partners
Wisconsin
$221K – – –
ZAM
1624
Zevin Asset Management
Massachusetts
$219K +$1.74K +35 +0.8%
NCM
1625
Noesis Capital Mangement
Florida
$219K +$218K +4,388 New
63 64
65
66 67