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Name Holding Trade Value Shares
Change
Change in
Stake
OM
1601
OV Management
Minnesota
$865K -$1.2M -2,802 -55%
LRIC
1602
Long Road Investment Counsel
Michigan
$864K +$22.3K +52 +2%
MAWA
1603
Moss Adams Wealth Advisors
Washington
$863K +$37.7K +88 +4%
FCA
1604
FLC Capital Advisors
California
$862K +$151K +351 +19%
PWPS
1605
Pinnacle Wealth Planning Services
Ohio
$860K -$45K -105 -4%
CWM
1606
Chesapeake Wealth Management
Virginia
$859K +$4.29K +10 +0.4%
ANTB
1607
AMG National Trust Bank
Colorado
$858K +$192K +447 +25%
BSI
1608
Bennett Selby Investments
Maine
$856K -$65.2K -152 -6%
WSA
1609
Warm Springs Advisors
California
$852K -$639K -1,490 -40%
RCM
1610
Riverpark Capital Management
New York
$850K -$33.9K -79 -3%
PFPT
1611
Pinnacle Financial Partners (Tennessee)
Tennessee
$850K +$134K +312 +17%
FC
1612
Fairscale Capital
New Hampshire
$850K -$8.58K -20 -0.9%
AFG
1613
Albion Financial Group
Utah
$849K +$174K +405 +22%
MASUI
1614
MIRAE ASSET SECURITIES (USA) INC.
New York
$849K +$949K +2,214 New
EBT
1615
Enterprise Bank & Trust
Massachusetts
$849K +$3K +7 +0.3%
SP
1616
Stablepoint Partners
Massachusetts
$849K +$257K +600 +37%
OCM
1617
Orion Capital Management
California
$848K -$83.6K -195 -8%
AB
1618
ANB Bank
Colorado
$847K +$69.5K +162 +8%
PM
1619
Phraction Management
Connecticut
$847K +$284K +662 +43%
SMA
1620
Sage Mountain Advisors
Georgia
$846K +$1.72K +4 +0.2%
PFBT
1621
Parkside Financial Bank & Trust
Missouri
$840K +$16.3K +38 +2%
DI
1622
DAGCO Inc
Ohio
$838K -$72K -168 -7%
PCP
1623
Proficio Capital Partners
Massachusetts
$838K -$69K -161 -7%
HP
1624
Haven Private
Florida
$836K +$5.58K +13 +0.6%
DI
1625
Diligent Investors
California
$830K +$2.14K +5 +0.2%