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Name Holding Trade Value Shares
Change
Change in
Stake
CIEP
3151
Constellation Investimentos e Participacoes
Brazil
$894K
AM
3152
Atwater Malick
Pennsylvania
$891K +$19.9K +120 +2%
CFC
3153
Coyle Financial Counsel
Illinois
$888K
CAC
3154
Core Alternative Capital
Georgia
$888K +$103K +620 +14%
QT
3155
Quantamental Technologies
New York
$888K +$332K +2,000 +63%
CF
3156
Corrigan Financial
Rhode Island
$888K
GFPC
3157
Global Financial Private Client
Florida
$887K -$160K -960 -16%
FSG
3158
Financial Strategies Group
Michigan
$884K +$179K +1,080 +27%
EI
3159
EDMP Inc
Florida
$881K
PBC
3160
Pavion Blue Capital
California
$881K +$93.1K +560 +12%
CGH
3161
CMG Global Holdings
Texas
$879K -$183K -1,100 -18%
MCM
3162
Mattern Capital Management
Colorado
$877K +$273K +1,640 +47%
SDWMA
3163
Schneider Downs Wealth Management Advisors
Pennsylvania
$870K +$63.2K +380 +8%
HDIM
3164
Hanson & Doremus Investment Management
Vermont
$869K -$369K -2,220 -29%
MAA
3165
Matrix Asset Advisors
New York
$867K
WC
3166
Weil Company
California
$867K
APWM
3167
Atlas Private Wealth Management
New York
$867K +$6.65K +40 +0.8%
MPPLM
3168
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$863K -$76.5K -460 -8%
LCM
3169
Leisure Capital Management
California
$863K -$59.8K -360 -7%
ERIM
3170
Eagle Ridge Investment Management
Connecticut
$863K
BWM
3171
BT Wealth Management
Georgia
$863K +$160K +960 +24%
LSV Asset Management
3172
LSV Asset Management
Illinois
$860K -$6.98M -42,000 -89%
IFLIT
3173
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$860K
OWIM
3174
Old West Investment Management
California
$860K
LGA
3175
Lebenthal Global Advisors
New York
$856K +$130K +780 +19%