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Name Holding Trade Value Shares
Change
Change in
Stake
DDPIC
3001
Deroy & Devereaux Private Investment Counsel
Michigan
$2.87M -$234K -1,400 -8%
KPWG
3002
KFA Private Wealth Group
Virginia
$2.87M +$70.6K +423 +3%
BOM
3003
Bank of Marin
California
$2.87M +$26.9K +161 +1%
GWM
3004
Gray Wealth Management
Maine
$2.87M +$165K +987 +7%
MPW
3005
MGO Private Wealth
California
$2.86M -$501 -3 -0%
V
3006
VeraBank
Texas
$2.86M +$160K +960 +6%
TPM
3007
Triasima Portfolio Management
Quebec, Canada
$2.85M -$435K -2,604 -14%
BOS
3008
Bank of Stockton
California
$2.84M -$20.4K -122 -0.8%
Capstone Investment Advisors
3009
Capstone Investment Advisors
New York
$2.84M -$390M -2,335,753 -99%
AC
3010
Addison Capital
Pennsylvania
$2.83M +$222K +1,331 +9%
RFA
3011
Resurgent Financial Advisors
Georgia
$2.83M +$164K +984 +7%
RDFA
3012
Ritter Daniher Financial Advisory
Ohio
$2.82M -$15.5K -93 -0.6%
PAM
3013
Paradigm Asset Management
New York
$2.82M -$543K -3,250 -17%
TNA
3014
True North Advisors
Texas
$2.82M -$444K -2,657 -15%
IC
3015
Iconiq Capital
California
$2.82M +$91.1K +546 +4%
BAM
3016
Bosun Asset Management
Illinois
$2.81M +$934K +5,595 +56%
WIC
3017
Woodmont Investment Counsel
Tennessee
$2.81M +$10.8K +65 +0.4%
CCM
3018
Connective Capital Management
California
$2.81M
FFA
3019
Fortune Financial Advisors
Kansas
$2.81M -$8.85K -53 -0.3%
JWA
3020
JFS Wealth Advisors
Pennsylvania
$2.8M +$76.5K +458 +3%
CSB
3021
City State Bank
Iowa
$2.8M -$3.67K -22 -0.1%
DI
3022
Diligent Investors
California
$2.79M +$138K +825 +6%
BCM
3023
BluePath Capital Management
Georgia
$2.79M +$379K +2,270 +17%
CAM
3024
Clark Asset Management
New Hampshire
$2.79M -$30.5K -183 -1%
GGI
3025
Godsey & Gibb Inc
Virginia
$2.79M +$6.84K +41 +0.3%