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Name Holding Trade Value Shares
Change
Change in
Stake
IA
1801
IFC Advisors
California
$666K -$48.2K -170 -7%
LWM
1802
Liberty Wealth Management
California
$665K -$28K -99 -4%
CAM
1803
CPA Asset Management
Florida
$665K – – –
JGIA
1804
Jackson Grant Investment Advisers
Connecticut
$664K +$283 +1 +0%
BFO
1805
Biltmore Family Office
North Carolina
$663K -$104K -368 -13%
GCP
1806
GSA Capital Partners
United Kingdom
$659K +$303K +1,069 +83%
EA
1807
Everpar Advisors
Oklahoma
$659K +$43.3K +153 +7%
SRIM
1808
Saratoga Research & Investment Management
California
$658K +$11.3K +40 +2%
NCM
1809
NCM Capital Management
New Jersey
$658K +$3.12K +11 +0.5%
IP
1810
Ignite Planners
California
$657K -$12.5K -44 -2%
CCM
1811
Compass Capital Management
Minnesota
$655K +$664K +2,345 New
ACM
1812
Armbruster Capital Management
New York
$654K – – –
NICM
1813
Neo Ivy Capital Management
New York
$653K -$2.04M -7,211 -76%
SCM
1814
Stonebridge Capital Management
California
$652K – – –
MSS
1815
Mitchell Sinkler & Starr
Pennsylvania
$652K – – –
GC
1816
Garde Capital
Washington
$648K +$24.4K +86 +4%
HC
1817
Hara Capital
Washington
$645K – – –
CWM
1818
Centurion Wealth Management
Virginia
$644K -$101K -358 -13%
ZIG
1819
Zuckerman Investment Group
Illinois
$642K +$135K +476 +26%
RCI
1820
RS Crum Inc
California
$642K – – –
BBI
1821
Baxter Bros Inc
Connecticut
$641K -$56.7K -200 -8%
MIC
1822
Means Investment Company
Maine
$641K -$11.9K -42 -2%
BTI
1823
Blue Trust Inc
Georgia
$637K -$149K -527 -19%
CSB
1824
City State Bank
Iowa
$635K -$7.08K -25 -1%
PFM
1825
Potomac Fund Management
Florida
$633K +$600K +2,118 New