Name Holding Trade Value Shares
Change
Change in
Stake
ACG
1851
Allen Capital Group
Nebraska
$1.31M +$14.2K +192 +1%
AA
1852
Addison Advisors
Vermont
$1.31M +$148 +2 +0%
PB
1853
Pinnacle Bancorp
Nebraska
$1.31M -$8.53K -115 -0.7%
JWM
1854
JGP Wealth Management
Oregon
$1.3M +$24.1K +325 +2%
CP
1855
Canopy Partners
Ohio
$1.3M +$79.8K +1,075 +7%
UAS
1856
United Asset Strategies
New York
$1.3M +$60.9K +821 +5%
CAMV
1857
Concord Asset Management (Virginia)
Virginia
$1.3M -$3.49K -47 -0.3%
DM
1858
Diversified Management
Wisconsin
$1.3M +$1.25M +16,837 New
BST
1859
Bath Savings Trust
Maine
$1.3M -$6.68K -90 -0.5%
AIM
1860
Athena Investment Management
California
$1.29M -$2.97K -40 -0.2%
CA
1861
Cambridge Advisors
Nebraska
$1.29M – – –
FA
1862
Faithward Advisors
Pennsylvania
$1.29M -$37.7K -508 -3%
LIM
1863
Longfellow Investment Management
Massachusetts
$1.29M – – –
EGA
1864
E&G Advisors
Texas
$1.28M +$7.42K +100 +0.6%
BFIM
1865
Beese Fulmer Investment Management
Ohio
$1.28M -$284K -3,828 -19%
CWM
1866
Connecticut Wealth Management
Connecticut
$1.28M +$55.1K +742 +5%
7WCP
1867
71 West Capital Partners
Massachusetts
$1.28M +$1.24M +16,662 New
PGAM
1868
Princeton Global Asset Management
New Jersey
$1.28M +$241K +3,250 +24%
MAM
1869
Milestone Asset Management
Pennsylvania
$1.28M -$22.3K -300 -2%
KFA
1870
Krane Funds Advisors
New York
$1.27M -$128K -1,723 -9%
GCIA
1871
Gabelli & Co Investment Advisers
New York
$1.27M – – –
PP
1872
Patron Partners
Texas
$1.27M -$20.8K -280 -2%
IWP
1873
Insight Wealth Partners
Texas
$1.27M -$62.8K -847 -5%
TFA
1874
Transamerica Financial Advisors
Florida
$1.26M +$2.08K +28 +0.2%
TVWM
1875
Tower View Wealth Management
Wisconsin
$1.26M +$1.17M +15,791 +2,866%