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Name Holding Trade Value Shares
Change
Change in
Stake
FC
1676
Financial Consulate
Maryland
$325K -$3.86K -11 -1%
BCM
1677
Boltwood Capital Management
California
$325K
DMC
1678
Drexel Morgan & Co
Pennsylvania
$325K
LRIA
1679
Leonard Rickey Investment Advisors
Washington
$325K
JLBC
1680
J.L. Bainbridge & Co
Florida
$322K +$304K +865 New
AA
1681
Alesco Advisors
New York
$319K +$3.16K +9 +1%
CWA
1682
Clarus Wealth Advisors
Arizona
$317K +$23.5K +67 +9%
HCM
1683
Howland Capital Management
Massachusetts
$315K -$11.2K -32 -4%
FAT
1684
First American Trust
California
$315K +$297K +846 New
BO
1685
Bach Option
Hong Kong
$314K +$297K +845 New
FI
1686
Fosun International
China
$314K +$300K +855 New
SIG
1687
Sky Investment Group
Connecticut
$313K +$9.48K +27 +3%
HPIA
1688
Hamilton Point Investment Advisors
North Carolina
$311K
VBFG
1689
Vishria Bird Financial Group
Tennessee
$311K
GFP
1690
Gryphon Financial Partners
Ohio
$311K +$8.08K +23 +3%
PWG
1691
Private Wealth Group
Florida
$309K +$1.41K +4 +0.5%
SNBOSD
1692
Security National Bank of So Dak
Iowa
$307K
TAM
1693
Taurus Asset Management
New York
$307K
CWSR
1694
Chessman Wealth Strategies RIA
Texas
$306K
NB
1695
Nicolet Bankshares
Wisconsin
$306K +$20K +57 +7%
APG
1696
Abacus Planning Group
South Carolina
$305K
NA
1697
Nottingham Advisors
New York
$305K +$288K +821 New
AA
1698
ALPS Advisors
Colorado
$303K -$2.85M -8,111 -91%
CMP
1699
Courage Miller Partners
Virginia
$303K
EM
1700
Excalibur Management
Massachusetts
$303K