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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1876
StrategIQ Financial Group
Indiana
$227K +$20.8K +417 +11%
MKC
1877
M. Kraus & Co
Vermont
$225K +$7.8K +156 +4%
DDPIC
1878
Deroy & Devereaux Private Investment Counsel
Michigan
$223K – – –
RWA
1879
RGT Wealth Advisors
Texas
$222K +$2K +40 +1%
FAT
1880
First American Trust
California
$220K -$31.2K -624 -13%
EPP
1881
ETF Portfolio Partners
Kansas
$219K – – –
CCA
1882
Conestoga Capital Advisors
Pennsylvania
$217K – – –
WA
1883
WESPAC Advisors
California
$216K -$1.25M -24,948 -86%
KB
1884
Kimelman & Baird
New York
$215K -$4.85K -97 -2%
QCM
1885
Quadrant Capital Management
New Jersey
$215K +$2.5K +50 +1%
MCM
1886
Marathon Capital Management
Maryland
$214K -$4.5K -90 -2%
CCS
1887
Crosspoint Capital Strategies
California
$214K – – –
HA
1888
Hays Advisory
Tennessee
$214K +$200K +4,005 New
ORI
1889
Oak Ridge Investments
Illinois
$213K +$300 +6 +0.2%
ODG
1890
O'Dell Group
Ohio
$213K +$199K +3,985 New
WDL
1891
Well Done LLC
Michigan
$213K +$199K +3,987 New
JGUA
1892
John G. Ullman & Associates
New York
$212K +$198K +3,967 New
RIG
1893
Renaissance Investment Group
Massachusetts
$211K -$38.5K -770 -16%
APSP
1894
Asset Planning Services (Pennsylvania)
Pennsylvania
$211K -$5K -100 -2%
CAL
1895
Capital Advisors Ltd
Ohio
$211K +$3.9K +78 +2%
ALIONA
1896
Allianz Life Insurance of North America
Minnesota
$211K +$197K +3,950 New
MFS
1897
McNamara Financial Services
Massachusetts
$210K – – –
RW
1898
REDW Wealth
New Mexico
$210K +$197K +3,932 New
BL
1899
Balentine LLC
Georgia
$208K -$54.8K -1,097 -22%
TFF
1900
The Family Firm
Maryland
$208K +$195K +3,905 New
74 75
76
77 78