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Name Holding Trade Value Shares
Change
Change in
Stake
TIM
3101
Total Investment Management
Arizona
$4.15M +$174K +1,179 +5%
SFB
3102
STAR Financial Bank
Indiana
$4.14M -$104K -704 -3%
PWA
3103
Primoris Wealth Advisors
Florida
$4.13M -$82K -556 -2%
WFA
3104
Wellspring Financial Advisors
Ohio
$4.13M -$1.78M -12,064 -33%
WCM
3105
Weik Capital Management
Pennsylvania
$4.13M -$7.38K -50 -0.2%
AOI
3106
Auto-Owners Insurance
Michigan
$4.12M
ACM
3107
Alight Capital Management
New York
$4.12M +$3.69M +25,000 New
HS
3108
Horan Securities
United States
$4.12M +$54.4K +369 +2%
BHIC
3109
Bassett Hargrove Investment Counsel
Delaware
$4.11M -$16.8K -114 -0.5%
RA
3110
Rockingstone Advisors
Massachusetts
$4.11M +$119K +809 +3%
FFG
3111
Fortem Financial Group
California
$4.11M -$269K -1,821 -7%
WFAG
3112
Worth Financial Advisory Group
North Carolina
$4.1M +$113K +768 +3%
BDF
3113
Black Diamond Financial
Maryland
$4.08M -$78.1K -529 -2%
SAM
3114
S.A. Mason
Michigan
$4.08M +$291K +1,972 +9%
AWM
3115
Accel Wealth Management
Iowa
$4.08M -$84K -569 -2%
Dodge & Cox
3116
Dodge & Cox
California
$4.07M -$73.8K -500 -2%
HPM
3117
Hoxton Planning & Management
West Virginia
$4.07M +$62.9K +426 +2%
SA
3118
Sicart Associates
New York
$4.06M -$1.3M -8,793 -26%
PCMC
3119
Paragon Capital Management (Colorado)
Colorado
$4.05M +$590 +4 +0%
WI
3120
WrapManager Inc
California
$4.05M +$114K +774 +3%
TIM
3121
Tevis Investment Management
Texas
$4.05M -$3.54K -24 -0.1%
ACM
3122
Advance Capital Management
Michigan
$4.04M +$10.6K +72 +0.3%
BIA
3123
Bell Investment Advisors
California
$4.03M +$102K +692 +3%
CHA
3124
Cooper/Haims Advisors
New York
$4.03M -$138K -932 -4%
BCM
3125
Brasada Capital Management
Texas
$4.03M +$45.7K +310 +1%