Name Holding Trade Value Shares
Change
Change in
Stake
SAM
2126
Synergy Asset Management
Washington
$391K +$16.4K +158 +5%
LB
2127
Legacy Bridge
Iowa
$390K – – –
BB
2128
Bell Bank
North Dakota
$390K +$104 +1 +0%
AA
2129
Apriem Advisors
California
$390K – – –
RFA
2130
Resurgent Financial Advisors
Georgia
$390K -$15.4K -149 -4%
PFC
2131
Phocas Financial Corp
California
$390K -$26.9K -260 -7%
YC
2132
Yarbrough Capital
Tennessee
$390K – – –
LA
2133
LVW Advisors
New York
$387K +$5.49K +53 +2%
C
2134
Certuity
Florida
$386K +$8.9K +86 +3%
GWCM
2135
Godshalk Welsh Capital Management
Pennsylvania
$385K -$7.77K -75 -2%
RVM
2136
Robinson Value Management
Texas
$384K – – –
IAM
2137
Innovis Asset Management
Illinois
$384K +$362K +3,500 New
COCM
2138
Charter Oak Capital Management
New Hampshire
$383K +$311 +3 +0.1%
DPI
2139
Diversified Portfolios Inc
Michigan
$382K -$480K -4,640 -57%
AGP
2140
Autumn Glory Partners
Texas
$382K -$207K -2,000 -36%
GLLW
2141
Graves Light Lenhart Wealth
Virginia
$382K -$51.9K -501 -13%
AF
2142
Affiance Financial
Minnesota
$381K +$8.39K +81 +2%
EGA
2143
Eagle Global Advisors
Texas
$381K -$104 -1 -0%
VHAM
2144
Van Hulzen Asset Management
California
$379K +$3K +29 +0.8%
HPIA
2145
Hamilton Point Investment Advisors
North Carolina
$379K +$414 +4 +0.1%
FFA
2146
Fi3 Financial Advisors
Indiana
$378K +$53.3K +515 +18%
HIP
2147
HUB Investment Partners
Texas
$378K -$7.77K -75 -2%
SIS
2148
Strategic Investment Solutions
Illinois
$377K +$348K +3,362 New
PSP
2149
Pacific Sage Partners
Washington
$376K +$355K +3,429 New
OCG
2150
Opus Capital Group
Ohio
$376K -$15K -145 -4%