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Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
1301
Pinnacle Wealth Planning Services
Ohio
$204K -$157K -447 -43%
CA
1302
Claro Advisors
Massachusetts
$204K -$129K -366 -38%
GWMIA
1303
Global Wealth Management Investment Advisory
Florida
$202K +$204K +580 New
Mesirow Financial Investment Management
1304
Mesirow Financial Investment Management
Illinois
$202K +$203K +579 New
EIP
1305
Ellis Investment Partners
Pennsylvania
$201K +$203K +578 New
WFMPM
1306
Woodley Farra Manion Portfolio Management
Indiana
$201K +$203K +577 New
HB
1307
HTLF Bank
Colorado
$200K +$202K +575 New
RIG
1308
Renaissance Investment Group
Massachusetts
$200K +$202K +575 New
AAG
1309
Armstrong Advisory Group
Massachusetts
$197K +$70.3K +200 +55%
HIMS
1310
Hager Investment Management Services
New Hampshire
$196K +$197K +562 New
Bartlett & Co Wealth Management
1311
Bartlett & Co Wealth Management
Ohio
$195K – – –
OP
1312
Oslo Pensjonsforsikring
$194K +$42.2K +120 +27%
CA
1313
Crewe Advisors
Utah
$188K -$11.2K -32 -6%
EWM
1314
Evermay Wealth Management
Virginia
$187K -$70.3K -200 -27%
SIM
1315
Sentry Investment Management
Wisconsin
$185K -$54.5K -155 -23%
MEG
1316
Millstone Evans Group
Colorado
$184K +$185K +528 New
BCA
1317
Bray Capital Advisors
Florida
$174K – – –
FDCP
1318
Foster Dykema Cabot & Partners
Massachusetts
$174K -$1.05K -3 -0.6%
Cubist Systematic Strategies
1319
Cubist Systematic Strategies
Connecticut
$167K +$168K +479 New
VCM
1320
Versant Capital Management
Arizona
$166K +$58K +165 +53%
CWM
1321
Compass Wealth Management
Connecticut
$163K – – –
CSC
1322
Caldwell Sutter Capital
California
$161K -$703 -2 -0.4%
CH
1323
Cromwell Holdings
Wyoming
$154K – – –
M
1324
MOTCO
Texas
$152K – – –
CBT
1325
CoreFirst Bank & Trust
Kansas
$143K – – –