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Name Holding Trade Value Shares
Change
Change in
Stake
EF
1601
Empirical Finance
Pennsylvania
$306K +$4.61K +24 +2%
KWMG
1602
King Wealth Management Group
Florida
$304K +$302K +1,571 New
SBL
1603
Sargent Bickham Lagudis
Colorado
$303K +$8.45K +44 +3%
BFIM
1604
Beese Fulmer Investment Management
Ohio
$302K +$300K +1,563 New
RIG
1605
Roosevelt Investment Group
New York
$300K +$12.1K +63 +4%
MFG
1606
Magnus Financial Group
New York
$300K +$32.8K +171 +12%
CAM
1607
Cubic Asset Management
Massachusetts
$298K – – –
TF
1608
Trek Financial
Arizona
$297K -$226K -1,175 -43%
CF
1609
Centaurus Financial
California
$297K -$164K -856 -36%
BAM
1610
Baldrige Asset Management
Pennsylvania
$297K – – –
CC
1611
Cedar Capital
Illinois
$297K +$295K +1,537 New
DOA
1612
D'Orazio & Associates
Virginia
$296K -$10.7K -56 -4%
TIA
1613
Tiemann Investment Advisors
California
$296K +$11.5K +60 +4%
BWM
1614
Baystate Wealth Management
Massachusetts
$295K -$1.34K -7 -0.5%
KLI
1615
Kelman-Lazarov Inc
Tennessee
$294K -$6.91K -36 -2%
LCOV
1616
London Company of Virginia
Virginia
$294K – – –
OPPM
1617
Opus Point Partners Management
New York
$294K +$23.2K +121 +9%
KPCM
1618
Kings Point Capital Management
New York
$294K +$44.1K +230 +18%
OAM
1619
Oberweis Asset Management
Illinois
$292K -$13.8K -72 -5%
SWK
1620
Stephen W. Kidder
$292K -$10.6K -55 -4%
WCF
1621
West Coast Financial
California
$291K +$288K +1,502 New
CL
1622
Choreo LLC
Illinois
$290K -$204K -1,061 -41%
PDM
1623
Penn Davis McFarland
Texas
$290K – – –
TSS
1624
Thomas Story & Son
Indiana
$290K – – –
WLIM
1625
White Lighthouse Investment Management
Massachusetts
$290K +$19.2K +100 +7%