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Name Holding Trade Value Shares
Change
Change in
Stake
GD
1751
Grandfield & Dodd
New York
$423K -$14.3K -400 -3%
SP
1752
Successful Portfolios
Florida
$422K +$394K +11,021 New
SIG
1753
Sky Investment Group
Connecticut
$421K -$13K -365 -3%
SG
1754
StoneX Group
New York
$421K +$31.3K +875 +9%
MC
1755
Menta Capital
California
$421K +$393K +11,000 New
ECM
1756
EagleClaw Capital Management
Massachusetts
$419K -$44.7K -1,250 -10%
BCM
1757
Birmingham Capital Management
Alabama
$417K – – –
MSFP
1758
Mark Sheptoff Financial Planning
Connecticut
$417K – – –
PAG
1759
Pinnacle Advisory Group
Maryland
$416K -$14.3K -401 -4%
WI
1760
WrapManager Inc
California
$415K -$6.97K -195 -2%
MWM
1761
Modera Wealth Management
New Jersey
$414K -$65K -1,820 -14%
CA
1762
Capital Advantage
California
$414K -$37.2K -1,041 -9%
Sands Capital Management
1763
Sands Capital Management
Virginia
$414K – – –
BCM
1764
Blume Capital Management
California
$413K – – –
LA
1765
Lau Associates
Delaware
$413K +$37.3K +1,043 +11%
SFFS
1766
Stonehage Fleming Financial Services
Jersey
$413K +$239K +6,680 +163%
CFD
1767
Creative Financial Designs
Indiana
$411K +$13.4K +375 +4%
WF
1768
WoodTrust Financial
Wisconsin
$411K +$383K +10,731 New
SWA
1769
Sutton Wealth Advisors
Florida
$408K – – –
VFA
1770
Virtus Fund Advisers
Connecticut
$408K – – –
DDPIC
1771
Deroy & Devereaux Private Investment Counsel
Michigan
$408K +$37.3K +1,044 +11%
BBNB
1772
Baker Boyer National Bank
Washington
$403K -$13.9K -388 -4%
CC
1773
Cadinha & Co
Hawaii
$402K – – –
CHJWM
1774
Carlton Hofferkamp & Jenks Wealth Management
Texas
$402K – – –
FCB
1775
First Command Bank
Texas
$400K -$21.2K -594 -5%