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Name Holding Trade Value Shares
Change
Change in
Stake
PBO
1901
Peoples Bank (Ohio)
Ohio
$847K -$43.3K -460 -5%
BFIM
1902
Beese Fulmer Investment Management
Ohio
$847K +$188K +2,000 +31%
TFO
1903
Tarbox Family Office
California
$845K +$13.2K +140 +2%
BCWM
1904
Bartlett & Co Wealth Management
Ohio
$843K
BC
1905
Bartlett & Co
Ohio
$843K
FVCM
1906
F&V Capital Management
Florida
$841K -$265K -2,820 -25%
PE
1907
Point72 Europe
United Kingdom
$837K +$786K +8,360 New
RWM
1908
Ritholtz Wealth Management
New York
$833K -$18.8K -200 -2%
PWMAG
1909
Pinnacle Wealth Management Advisory Group
New Jersey
$833K +$30.1K +320 +4%
CC
1910
Capital Counsel
New York
$831K +$310K +3,300 +66%
IC
1911
InterOcean Capital
Illinois
$829K -$5.64K -60 -0.7%
ECM
1912
Elgethun Capital Management
South Dakota
$824K -$197K -2,100 -21%
CIC
1913
Cornercap Investment Counsel
Georgia
$821K -$604K -6,420 -44%
WRM
1914
Weybosset Research & Management
Rhode Island
$817K +$69.6K +740 +10%
NQWM
1915
Northwest Quadrant Wealth Management
Oregon
$813K
CANC
1916
Culbertson A N & Co
Virginia
$811K
WSC
1917
Wellington Shields & Co
New York
$811K +$9.4K +100 +1%
F
1918
F3Logic
Minnesota
$810K +$35.7K +380 +5%
BFG
1919
Barber Financial Group
Kansas
$809K +$33.9K +360 +5%
ERIM
1920
Eagle Ridge Investment Management
Connecticut
$807K
SXL
1921
Summit X LLC
Missouri
$806K +$177K +1,880 +30%
FAG
1922
Financial Advisory Group
Texas
$803K -$3.76K -40 -0.5%
TC
1923
Tairen Capital
Hong Kong
$801K -$29.7M -316,000 -98%
SC
1924
Sovarnum Capital
New York
$801K -$564K -6,000 -43%
VWM
1925
Venturi Wealth Management
Texas
$800K -$43.3K -460 -5%