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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1951
Stockman Wealth Management
Montana
$959K +$294K +10,028 +41%
NP
1952
NorthRock Partners
Minnesota
$950K +$66.6K +2,272 +7%
TFCM
1953
Taylor Frigon Capital Management
Arizona
$950K +$75.3K +2,568 +8%
SHWM
1954
Smith & Howard Wealth Management
Georgia
$946K -$12.3K -420 -1%
MCC
1955
Malaga Cove Capital
California
$946K +$760K +25,900 +298%
MA
1956
Marshwinds Advisory
Georgia
$936K -$28.2K -960 -3%
TDC
1957
Thompson Davis & Co
Virginia
$934K -$324K -11,044 -25%
TCOTO
1958
Trust Company of the Ozarks
Missouri
$934K -$139K -4,732 -12%
CI
1959
CAZ Investments
Texas
$929K -$1.87M -63,624 -65%
BB
1960
Bell Bank
North Dakota
$929K -$534K -18,208 -35%
LOCC
1961
Lombard Odier & Cie (Canada)
Quebec, Canada
$928K +$61K +2,080 +7%
GCM
1962
Glynn Capital Management
California
$927K
NYLT
1963
New York Life Trust
New York
$924K -$352 -12 -0%
GAM
1964
Gemmer Asset Management
California
$921K +$63.3K +2,160 +7%
BWA
1965
Burt Wealth Advisors
Maryland
$915K +$22.9K +780 +2%
SFWA
1966
Summit Financial Wealth Advisors
Louisiana
$911K -$10.6K -360 -1%
RAM
1967
Redmond Asset Management
Virginia
$896K
PP
1968
Peconic Partners
New York
$888K
HDIM
1969
Hanson & Doremus Investment Management
Vermont
$884K +$19.6K +668 +2%
SFPIA
1970
Stevens First Principles Investment Advisors
California
$883K -$17.6K -600 -2%
EM
1971
Emancipation Management
New York
$882K -$1.35M -46,000 -59%
AEPG
1972
American Economic Planning Group
New Jersey
$881K +$237K +8,068 +34%
HTI
1973
Hikari Tsushin Inc
Japan
$880K
QC
1974
QCM Cayman
Texas
$871K +$926K +31,592 New
PWMAG
1975
Pinnacle Wealth Management Advisory Group
New Jersey
$868K +$283K +9,660 +44%