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Name Holding Trade Value Shares
Change
Change in
Stake
HPC
2651
Hobart Private Capital
North Carolina
$649K +$428K +4,420 +197%
BI
2652
Ballast Inc
Kentucky
$647K +$11.6K +120 +2%
PCM
2653
Poehling Capital Management
Wisconsin
$647K +$85.2K +880 +15%
MCG
2654
MACRO Consulting Group
New Jersey
$647K +$226K +2,340 +75%
IA
2655
IFG Advisors
Missouri
$647K +$643K +6,640 New
SWP
2656
Summit Wealth Partners
Florida
$641K +$316K +3,260 +98%
MGWM
2657
Marks Group Wealth Management
Minnesota
$641K -$656K -6,780 -51%
ICM
2658
Islay Capital Management
Texas
$641K
BCCM
2659
Bridge Creek Capital Management
Massachusetts
$639K +$635K +6,560 New
VCM
2660
Vivaldi Capital Management
Illinois
$638K -$310K -3,200 -33%
MFG
2661
Menard Financial Group
Texas
$636K -$1.3M -13,460 -67%
PCTC
2662
Perkins Coie Trust Company
Washington
$636K -$44.5K -460 -7%
SAM
2663
Secure Asset Management
Michigan
$636K -$38.7K -400 -6%
EFL
2664
ERn Financial LLC
Wisconsin
$636K -$19.4K -200 -3%
AFM
2665
Andesa Financial Management
Pennsylvania
$635K -$29K -300 -4%
Walleye Capital
2666
Walleye Capital
New York
$634K +$46.5K +480 +8%
SFS
2667
Summit Financial Strategies
Ohio
$633K +$5.81K +60 +0.9%
SIA
2668
Starfire Investment Advisers
Michigan
$633K +$50.3K +520 +9%
VIMU
2669
Veritas Investment Management (UK)
United Kingdom
$630K
LI
2670
Lafayette Investments
Maryland
$628K +$261K +2,700 +72%
BFG
2671
Barber Financial Group
Kansas
$627K +$92.9K +960 +18%
SL
2672
Summitry LLC
California
$624K -$73.6K -760 -11%
LCOV
2673
London Company of Virginia
Virginia
$624K
WCWM
2674
Wooster Corthell Wealth Management
Connecticut
$622K
BFA
2675
Beacon Financial Advisory
Ohio
$621K -$196K -2,020 -24%