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Name Holding Trade Value Shares
Change
Change in
Stake
LI
2101
Lafayette Investments
Maryland
$360K
ICP
2102
Ironvine Capital Partners
Nebraska
$357K
VDI
2103
Vaughan David Investments
Illinois
$357K +$38.1K +480 +13%
FDCC
2104
Foster Dykema Cabot & Co
Massachusetts
$356K
TCM
2105
Tufton Capital Management
Maryland
$356K
EDRIA
2106
Edmonds Duncan Registered Investment Advisors
Kansas
$352K -$11.1K -140 -3%
RWMH
2107
Riverpoint Wealth Management Holdings
Illinois
$352K +$22.2K +280 +7%
SG
2108
Strid Group
Pennsylvania
$350K +$42.9K +540 +15%
HA
2109
Harborview Advisors
Maine
$348K
NAM
2110
North American Management
Massachusetts
$348K
WBG
2111
Wharton Business Group
Pennsylvania
$345K +$4.76K +60 +2%
WIA
2112
Westbourne Investment Advisors
Maryland
$342K
GIA
2113
GHP Investment Advisors
Colorado
$342K +$39.7K +500 +14%
RGNCM
2114
R.G. Niederhoffer Capital Management
New York
$340K -$476K -6,000 -60%
AF
2115
Alerus Financial
North Dakota
$340K -$6.35K -80 -2%
OIWM
2116
OptiFour Integrated Wealth Management
Virginia
$340K -$1.59K -20 -0.5%
FPCM
2117
Financial Partners Capital Management
New York
$340K
PSC
2118
Prentiss Smith & Co
Vermont
$340K
PAM
2119
Pegasus Asset Management
New York
$340K +$9.53K +120 +3%
EIG
2120
Ellenbecker Investment Group
Wisconsin
$340K +$19K +240 +6%
LCC
2121
Lincoln Capital Corp
Rhode Island
$333K -$797K -10,040 -72%
OSNBOA
2122
Old Second National Bank of Aurora
Illinois
$331K
WCM
2123
Windsor Capital Management
Arizona
$331K
UIA
2124
UBP Investment Advisors
Switzerland
$329K +$310K +3,900 New
OFW
2125
Omnia Family Wealth
Florida
$328K