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Name Holding Trade Value Shares
Change
Change in
Stake
FW
1801
FirstPurpose Wealth
Utah
$597K -$4.73K -45 -0.7%
DBT
1802
Dubuque Bank & Trust
Iowa
$596K -$1.53M -14,607 -70%
PIN
1803
Prudent Investors Network
California
$595K +$2.31K +22 +0.4%
EBSAM
1804
Eubel Brady & Suttman Asset Management
Ohio
$592K +$1.16K +11 +0.2%
KP
1805
Keel Point
Alabama
$591K -$61.4K -585 -9%
BAM
1806
Brave Asset Management
New Jersey
$590K -$18.4K -175 -3%
HIC
1807
Holderness Investments Company
North Carolina
$590K +$210 +2 +0%
CFC
1808
Coyle Financial Counsel
Illinois
$587K
KLWA
1809
Kelly Lawrence W & Associates
California
$587K
CCP
1810
Clarkston Capital Partners
Michigan
$585K
WCM
1811
Wallace Capital Management
Texas
$585K
NRC
1812
New Republic Capital
North Carolina
$585K +$85.4K +813 +16%
LIM
1813
Loudon Investment Management
New Hampshire
$584K
VCAM
1814
Van Cleef Asset Management
Ohio
$581K -$80.2K -764 -11%
LFA
1815
Legacy Financial Advisors
Kentucky
$580K -$4.62K -44 -0.7%
TGAM
1816
TBH Global Asset Management
Tennessee
$579K -$106K -1,010 -14%
SLWA
1817
San Luis Wealth Advisors
California
$577K -$1.18M -11,276 -65%
WF
1818
Wayfinding Financial
Washington
$577K +$5.15K +49 +0.8%
SAM
1819
SignalPoint Asset Management
Missouri
$576K
SWA
1820
SFMG Wealth Advisors
Texas
$574K -$27K -257 -4%
LIA
1821
LS Investment Advisors
Michigan
$573K
NVIM
1822
New Vernon Investment Management
Illinois
$573K
1WM
1823
1900 Wealth Management
Texas
$571K +$173K +1,643 +39%
PB
1824
Pinnacle Bancorp
Nebraska
$570K
CFP
1825
Catalyst Financial Partners
Massachusetts
$569K +$85.7K +816 +16%