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Name Holding Trade Value Shares
Change
Change in
Stake
CCMW
1801
Cypress Capital Management (Wyoming)
Wyoming
$1.76M -$39.1K -420 -2%
EF
1802
Empirical Finance
Pennsylvania
$1.76M -$143K -1,540 -8%
PWPS
1803
Pinnacle Wealth Planning Services
Ohio
$1.76M +$313K +3,360 +22%
CWM
1804
Confluence Wealth Management
Oregon
$1.76M -$59.6K -640 -3%
PFBT
1805
Parkside Financial Bank & Trust
Missouri
$1.75M +$129K +1,380 +8%
DBIA
1806
Dumont & Blake Investment Advisors
New Jersey
$1.75M +$14.9K +160 +0.9%
WAP
1807
Wealthcare Advisory Partners
Pennsylvania
$1.74M +$151K +1,620 +10%
JCM
1808
Jacobi Capital Management
Pennsylvania
$1.74M +$201K +2,160 +13%
BC
1809
Burney Company
Virginia
$1.74M -$95K -1,020 -5%
PMFA
1810
Plante Moran Financial Advisors
Michigan
$1.71M -$320K -3,440 -16%
PC
1811
Permanens Capital
New York
$1.71M +$89.4K +960 +6%
KFBMI
1812
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.7M
TIA
1813
Tiemann Investment Advisors
California
$1.7M +$50.3K +540 +3%
DA
1814
Dillon & Associates
Michigan
$1.7M +$1.32M +14,200 +378%
KTC
1815
Kistler-Tiffany Companies
Pennsylvania
$1.7M +$278K +2,980 +20%
SIM
1816
SSI Investment Management
California
$1.7M -$7.45K -80 -0.4%
AL
1817
Aspiriant LLC
California
$1.7M -$445K -4,780 -21%
PWMG
1818
Prestige Wealth Management Group
New Jersey
$1.7M +$61.5K +660 +4%
MCWS
1819
McKinley Carter Wealth Services
West Virginia
$1.7M +$196K +2,100 +13%
BEAM
1820
Baker Ellis Asset Management
Washington
$1.68M +$46.6K +500 +3%
NEPWA
1821
New England Private Wealth Advisors
Massachusetts
$1.68M -$26.1K -280 -2%
ACM
1822
Ashford Capital Management
Delaware
$1.68M
SAM
1823
SP Asset Management
California
$1.68M
PO
1824
Private Ocean
California
$1.68M +$156K +1,680 +10%
SFM
1825
Stack Financial Management
Montana
$1.67M