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Name Holding Trade Value Shares
Change
Change in
Stake
PP
1401
Patron Partners
Texas
$835K +$42.7K +184 +5%
WDG
1402
Wealth Dimensions Group
Ohio
$834K +$928 +4 +0.1%
CAI
1403
Capital Advisors Inc
Oklahoma
$831K +$156K +674 +22%
CCM
1404
Check Capital Management
California
$826K
SIM
1405
Sentry Investment Management
Wisconsin
$825K
MC
1406
Mathes Company
New York
$822K +$859K +3,703 New
CP
1407
CenterBook Partners
Connecticut
$822K +$859K +3,701 New
SSWM
1408
Strait & Sound Wealth Management
California
$822K -$82.8K -357 -9%
MKC
1409
M. Kraus & Co
Vermont
$816K -$35K -151 -4%
LIA
1410
LS Investment Advisors
Michigan
$816K +$631K +2,720 +285%
GSB
1411
Greenfield Savings Bank
Massachusetts
$815K -$47.3K -204 -5%
SW
1412
SlateStone Wealth
Florida
$813K -$806K -3,475 -49%
MLA
1413
MB, Levis & Associates
Pennsylvania
$812K +$531K +2,288 +167%
SSI
1414
Scott & Selber Inc
Texas
$809K -$3.02K -13 -0.4%
BBA
1415
BLB&B Advisors
Pennsylvania
$808K -$7.89K -34 -0.9%
AP
1416
Arlington Partners
Alabama
$806K -$20K -86 -2%
T
1417
TOBAM
France
$806K -$154K -665 -15%
BOPW
1418
Brandywine Oak Private Wealth
Pennsylvania
$805K -$13.2K -57 -2%
HFM
1419
Harvest Fund Management
China
$805K -$358K -1,544 -30%
PPWP
1420
Proquility Private Wealth Partners
Nevada
$805K +$696 +3 +0.1%
RMC
1421
Resources Management Corp
Connecticut
$804K -$3.14M -13,535 -79%
WKSWA
1422
White Knight Strategic Wealth Advisors
New Jersey
$803K +$197K +850 +31%
MF
1423
Manchester Financial
California
$801K -$248K -1,070 -23%
CL
1424
Choreo LLC
Illinois
$797K +$6.5K +28 +0.8%
CBA
1425
Coastal Bridge Advisors
Connecticut
$797K +$464 +2 +0.1%