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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
2101
Bellevue Asset Management
Washington
$645K -$33.1K -664 -5%
MCA
2102
Martin Capital Advisors
Texas
$642K – – –
TCMG
2103
TSP Capital Management Group
New Jersey
$641K – – –
SAM
2104
SignalPoint Asset Management
Missouri
$641K +$100 +2 +0%
CSI
2105
Cross Staff Investments
New York
$640K +$299 +6 +0%
RWI
2106
Red Wave Investments
Pennsylvania
$640K +$299 +6 +0%
NCFG
2107
New Century Financial Group
New Jersey
$638K +$55.6K +1,115 +10%
VC
2108
Veracity Capital
Georgia
$636K -$18.7K -374 -3%
Callan Family Office
2109
Callan Family Office
Pennsylvania
$635K -$89.2K -1,788 -12%
PFP
2110
Paragon Financial Partners
California
$632K +$7.33K +147 +1%
EIP
2111
Ellis Investment Partners
Pennsylvania
$627K +$24.3K +487 +4%
IBOK
2112
Independence Bank of Kentucky
Kentucky
$626K +$57.4K +1,150 +10%
FDCP
2113
Foster Dykema Cabot & Partners
Massachusetts
$622K – – –
GIA
2114
Guyasuta Investment Advisors
Pennsylvania
$620K – – –
CHAM
2115
Clear Harbor Asset Management
Connecticut
$620K -$23.4K -468 -4%
RC
2116
Roundview Capital
New Jersey
$619K +$93.7K +1,878 +18%
Allstate Corporation
2117
Allstate Corporation
Illinois
$619K -$45.7K -916 -7%
CWS
2118
Cypress Wealth Services
California
$617K -$12.3K -246 -2%
NF
2119
Norwood Financial
Pennsylvania
$614K +$36.5K +732 +6%
RB
2120
Renasant Bank
Mississippi
$613K +$3.59K +72 +0.6%
EFG
2121
Ethos Financial Group
Pennsylvania
$613K -$59.8K -1,198 -9%
AMM
2122
American Money Management
California
$613K -$2.1K -42 -0.3%
AWS
2123
Aspen Wealth Strategies
Colorado
$611K -$58.5K -1,173 -9%
BAM
2124
BOS Asset Management
Illinois
$611K -$13.6K -272 -2%
BWAM
2125
Boyd Watterson Asset Management
Ohio
$610K -$8.18K -164 -1%