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Name Holding Trade Value Shares
Change
Change in
Stake
AC
1751
Applied Capital
Arkansas
$677K – – –
CT
1752
Columbia Trust
Oregon
$677K +$63.4K +516 +10%
VAM
1753
Veritas Asset Management
United Kingdom
$673K -$508M -4,133,928 -100%
PFS
1754
Physicians Financial Services
North Carolina
$672K -$12.3K -100 -2%
CA
1755
Calton & Associates
Florida
$671K -$147K -1,199 -17%
AFP
1756
Ausdal Financial Partners
Iowa
$670K -$9.83K -80 -1%
RVPG
1757
Relative Value Partners Group
$670K – – –
CAAS
1758
Capital Asset Advisory Services
Michigan
$669K -$66.3K -540 -9%
SI
1759
Scharf Investments
California
$667K +$122K +993 +21%
CF
1760
Copperwynd Financial
Arizona
$666K +$73.8K +601 +12%
MCM
1761
Marathon Capital Management
Maryland
$666K +$76.9K +626 +13%
SSWM
1762
Sheets Smith Wealth Management
North Carolina
$665K -$39.7K -323 -5%
CIM
1763
CIM Investment Management
Pennsylvania
$665K -$3.69K -30 -0.5%
FCA
1764
FLC Capital Advisors
California
$664K – – –
RWB
1765
RMR Wealth Builders
New Jersey
$664K +$10.3K +84 +2%
CAM
1766
Campion Asset Management
Virginia
$663K – – –
MFG
1767
Monte Financial Group
Connecticut
$663K +$1.72K +14 +0.3%
TCA
1768
Transcend Capital Advisors
New Jersey
$663K +$51.2K +417 +9%
APW
1769
Acima Private Wealth
Virginia
$662K – – –
HPC
1770
Hobart Private Capital
North Carolina
$658K -$36.6K -298 -5%
FFA
1771
Founders Financial Alliance
North Carolina
$658K +$75.5K +615 +12%
TA
1772
TFG Advisers
Michigan
$653K +$1.6K +13 +0.2%
SNB
1773
Security National Bank
Nebraska
$653K +$24.6K +200 +4%
UC
1774
Unio Capital
New Jersey
$651K – – –
BP
1775
Broadleaf Partners
Ohio
$650K – – –