Name Holding Trade Value Shares
Change
Change in
Stake
GPI
1901
General Partner Inc
Pennsylvania
$538K – – –
WCA
1902
Waypoint Capital Advisors
Minnesota
$538K +$5.01K +47 +1%
RSA
1903
River Street Advisors
Illinois
$537K -$4.8K -45 -0.9%
BWM
1904
Brown Wealth Management
Illinois
$536K +$524K +4,919 New
CSB
1905
City State Bank
Iowa
$535K +$2.88K +27 +0.6%
MSR
1906
Main Street Research
Connecticut
$535K +$18.1K +170 +4%
SMWM
1907
Silvia McColl Wealth Management
California
$534K – – –
SAA
1908
Southeast Asset Advisors
Georgia
$533K – – –
GAG
1909
GM Advisory Group
New York
$533K +$521K +4,889 New
TCB
1910
Texas Capital Bancshares
Texas
$533K +$11.8K +111 +2%
MCM
1911
Marathon Capital Management
Maryland
$533K – – –
IAMOG
1912
Investors Asset Management of Georgia
Georgia
$533K – – –
HCA
1913
Heck Capital Advisors
Wisconsin
$529K -$11.8K -111 -2%
ESB
1914
Essex Savings Bank
Connecticut
$529K +$22.7K +213 +5%
BFA
1915
Buttonwood Financial Advisors
Maryland
$528K +$99.6K +934 +24%
GIM
1916
Goelzer Investment Management
Indiana
$528K -$4.48K -42 -0.9%
SAF
1917
Smith Anglin Financial
Texas
$527K -$8.74K -82 -2%
CSWM
1918
Cassady Schiller Wealth Management
Ohio
$526K -$21.3K -200 -4%
CWM
1919
Cahaba Wealth Management
Georgia
$526K -$24.7K -232 -5%
KW
1920
KWB Wealth
California
$526K +$91.4K +857 +22%
MCM
1921
Magnolia Capital Management
New York
$526K -$74.6K -700 -13%
GIP
1922
Greatmark Investment Partners
Georgia
$525K +$10.7K +100 +2%
WHCI
1923
W.H. Cornerstone Investments
Massachusetts
$525K -$130K -1,219 -20%
GWM
1924
GDS Wealth Management
Texas
$525K -$1.39K -13 -0.3%
CCT
1925
Capital City Trust
Florida
$524K +$18.1K +170 +4%