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Name Holding Trade Value Shares
Change
Change in
Stake
TAM
3901
Todd Asset Management
Kentucky
$4.32M
CFC
3902
Coyle Financial Counsel
Illinois
$4.32M -$66.7K -283 -2%
TPWM
3903
Twelve Points Wealth Management
Massachusetts
$4.32M -$301K -1,278 -7%
CSA
3904
Cornerstone Select Advisors
Missouri
$4.32M +$4.06M +17,232 New
JGUA
3905
John G. Ullman & Associates
New York
$4.31M -$62.5K -265 -2%
TCM
3906
Tributary Capital Management
Nebraska
$4.3M -$190K -807 -4%
FCM
3907
Firestone Capital Management
Florida
$4.29M -$24.7K -105 -0.6%
MHC
3908
May Hill Capital
Massachusetts
$4.29M +$4.04M +17,133 New
SA
3909
Shilanski & Associates
Alaska
$4.29M -$48.1K -204 -1%
MA
3910
Mosaic Advisors
Texas
$4.29M -$412K -1,748 -9%
GPWM
3911
Grant Private Wealth Management
California
$4.29M +$4.03M +17,113 New
SCI
3912
Stableford Capital II
Arizona
$4.28M +$205K +868 +5%
PC
3913
Permanens Capital
New York
$4.28M
FCG
3914
Fielder Capital Group
Tennessee
$4.28M +$3.77K +16 +0.1%
GIM
3915
Guild Investment Management
California
$4.27M -$57.5K -244 -1%
ICMM
3916
Integrated Capital Management (Michigan)
Michigan
$4.27M -$62.9K -267 -2%
AIM
3917
Aspen Investment Management
Michigan
$4.27M -$44.1K -187 -1%
CIAS
3918
CBIZ Investment Advisory Services
Ohio
$4.27M -$66K -280 -2%
HBS
3919
Howard Bailey Securities
Indiana
$4.27M +$1.38M +5,840 +52%
HOWA
3920
Heritage Oak Wealth Advisors
Florida
$4.26M -$1.45M -6,145 -27%
FC
3921
FCA Corp
Texas
$4.25M -$330K -1,400 -7%
GC
3922
Giverny Capital
Quebec, Canada
$4.25M +$1.68M +7,124 +72%
VAM
3923
Vienna Asset Management
California
$4.25M -$384K -1,631 -9%
VFPW
3924
Vantage Financial Partners (Wisconsin)
Wisconsin
$4.24M -$258K -1,095 -6%
HGA
3925
Hobbs Group Advisors
South Carolina
$4.24M +$110K +467 +3%