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Name Holding Trade Value Shares
Change
Change in
Stake
BKA
1926
Brick & Kyle Associates
Pennsylvania
$9.46M +$137K +744 +2%
ISB
1927
Iowa State Bank
Iowa
$9.46M +$346K +1,884 +4%
PCG
1928
PFC Capital Group
California
$9.45M +$79K +430 +0.9%
CT
1929
Chicago Trust
Illinois
$9.45M +$678K +3,692 +8%
JRP
1930
Jasper Ridge Partners
California
$9.45M
SIS
1931
Sound Income Strategies
Florida
$9.44M +$848K +4,617 +10%
DBIA
1932
Dumont & Blake Investment Advisors
New Jersey
$9.44M +$4.5M +24,500 +101%
IIM
1933
Ipswich Investment Management
Massachusetts
$9.43M +$62.5K +340 +0.7%
CIM
1934
Chapman Investment Management
California
$9.42M -$708K -3,856 -7%
IC
1935
Inscription Capital
Texas
$9.41M -$98.6K -537 -1%
ETCM
1936
Evolutionary Tree Capital Management
Virginia
$9.41M -$151K -821 -2%
UHC
1937
Union Heritage Capital
Michigan
$9.4M
RPWA
1938
Regent Peak Wealth Advisors
Georgia
$9.4M +$109K +592 +1%
RCM
1939
RNC Capital Management
California
$9.38M +$998K +5,432 +13%
CRWM
1940
Castle Rock Wealth Management
California
$9.38M +$1.35M +7,370 +18%
SIG
1941
Sargent Investment Group
Maryland
$9.33M -$402K -2,186 -4%
WEO
1942
William E. Oberndorf
$9.33M
KHLMTHM
1943
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$9.32M -$2.23M -12,118 -20%
FSG
1944
Financial Strategies Group
Michigan
$9.31M +$970K +5,280 +13%
PSFG
1945
Prairie Sky Financial Group
Illinois
$9.31M -$489K -2,662 -5%
GMFG
1946
Greater Midwest Financial Group
Minnesota
$9.28M +$414K +2,251 +4%
MIM
1947
Moseley Investment Management
Florida
$9.25M -$63K -343 -0.7%
PCG
1948
Prosperity Consulting Group
Maryland
$9.24M -$1.5M -8,177 -15%
JSL
1949
JT Stratford LLC
Georgia
$9.23M +$589K +3,207 +7%
CCAM
1950
Codex Capital Asset Management
Texas
$9.22M +$8.76M +47,700 New