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Name Holding Trade Value Shares
Change
Change in
Stake
BOTW
1401
Bank of the West
California
$529K -$214K -790 -31%
PAG
1402
Pinnacle Advisory Group
Maryland
$529K -$14.6K -54 -3%
UCI
1403
Uncommon Cents Investing
Wisconsin
$529K +$486K +1,795 New
HAC
1404
Harbor Advisory Corp
New Hampshire
$526K +$483K +1,785 New
DVM
1405
Dreman Value Management
Florida
$521K
WA
1406
Waverly Advisors
Alabama
$521K +$25.4K +94 +6%
SS
1407
Sunbelt Securities
Texas
$521K +$27.1K +100 +6%
CHP
1408
Cable Hill Partners
Oregon
$520K +$40.9K +151 +9%
ACP
1409
Arcus Capital Partners
Georgia
$518K +$2.44K +9 +0.5%
SG
1410
StoneX Group
New York
$517K +$10.8K +40 +2%
CFMC
1411
Curbstone Financial Management Corp
New Hampshire
$516K -$514K -1,900 -52%
EA
1412
Edge Advisors
Georgia
$516K
POIA
1413
Pin Oak Investment Advisors
Texas
$516K +$474K +1,750 New
LC
1414
LCNB Corp
Ohio
$515K +$35.7K +132 +8%
IP
1415
Isthmus Partners
Wisconsin
$514K
ACM
1416
Alta Capital Management
Utah
$511K
TF
1417
Tompkins Financial
New York
$507K
BCA
1418
Berman Capital Advisors
Georgia
$507K +$465K +1,719 New
RFS
1419
Rockefeller Financial Services
New York
$500K
PV
1420
Private Vista
Illinois
$498K +$27.1K +100 +6%
AAM
1421
American Asset Management
Florida
$496K -$32.5K -120 -7%
HWA
1422
HCR Wealth Advisors
California
$496K +$105K +388 +30%
VIA
1423
Vantage Investment Advisors
Pennsylvania
$493K +$243K +896 +115%
PA
1424
Perennial Advisors
New York
$491K
CCB
1425
Cutter & Co Brokerage
Missouri
$489K -$1.76M -6,509 -80%