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Name Holding Trade Value Shares
Change
Change in
Stake
DA
2501
Doliver Advisors
Texas
$1.23M -$32.4K -764 -3%
CSM
2502
CAMG Solamere Management
North Carolina
$1.23M -$127K -2,992 -10%
PCI
2503
Pacifica Capital Investments
Texas
$1.23M +$569K +13,420 +108%
SFS
2504
Summit Financial Strategies
Ohio
$1.23M -$45K -1,060 -4%
PCM
2505
Pointe Capital Management
Michigan
$1.23M
OIWM
2506
OptiFour Integrated Wealth Management
Virginia
$1.22M -$13.7K -324 -1%
KCM
2507
Kendall Capital Management
Maryland
$1.22M -$40.7K -960 -4%
APSP
2508
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.22M +$3.22K +76 +0.3%
AQA
2509
Alpha Quant Advisors
Texas
$1.21M -$36.8K -868 -3%
MPPLM
2510
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.21M +$89.9K +2,120 +9%
BCM
2511
Birmingham Capital Management
Alabama
$1.21M
BMC
2512
Beaton Management Company
Massachusetts
$1.2M +$28.8K +680 +3%
ACM
2513
AUA Capital Management
Pennsylvania
$1.2M
MGAM
2514
McGowan Group Asset Management
Texas
$1.2M +$509 +12 +0%
BHTS
2515
Bar Harbor Trust Services
Maine
$1.19M -$37.8K -892 -3%
LIM
2516
Loudon Investment Management
New Hampshire
$1.18M +$251K +5,920 +31%
CI
2517
Cavalier Investments
Georgia
$1.17M -$424K -10,000 -29%
CCM
2518
Cutler Capital Management
Massachusetts
$1.17M
SIAS
2519
Shine Investment Advisory Services
Colorado
$1.17M +$87.2K +2,056 +9%
WCM
2520
Wedge Capital Management
North Carolina
$1.16M -$39.7M -935,768 -97%
BC
2521
Brio Consultants
California
$1.16M -$62.4K -1,472 -6%
DOA
2522
D'Orazio & Associates
Virginia
$1.15M +$36.8K +868 +4%
RCA
2523
Reitz Capital Advisors
Michigan
$1.14M +$5.09K +120 +0.5%
HPC
2524
Hobart Private Capital
North Carolina
$1.14M -$2.54K -60 -0.2%
LRIC
2525
Long Road Investment Counsel
Michigan
$1.14M