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Name Holding Trade Value Shares
Change
Change in
Stake
CPC
2176
Congress Park Capital
New York
$332K +$21K +480 +7%
TCM
2177
Tufton Capital Management
Maryland
$331K -$2.15K -49 -0.7%
BEAM
2178
Baker Ellis Asset Management
Washington
$330K -$26.3K -600 -8%
GA
2179
Geller Advisors
New York
$329K +$78.6K +1,793 +34%
KBFS
2180
Kohmann Bosshard Financial Services
Ohio
$329K +$133K +3,040 +76%
HCM
2181
Hengehold Capital Management
Ohio
$328K -$30K -685 -9%
RWMH
2182
Riverpoint Wealth Management Holdings
Illinois
$327K +$308K +7,018 New
LD
2183
Lipe & Dalton
New York
$325K -$8.77K -200 -3%
KOMWMG
2184
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$325K +$2.06K +47 +0.7%
DIM
2185
DC Investments Management
Virginia
$325K +$306K +6,974 New
GWI
2186
Grace & White Inc
New York
$324K
TFO
2187
Tarbox Family Office
California
$324K
OFG
2188
Oxford Financial Group
Indiana
$323K -$1.43M -32,564 -82%
MA
2189
MCF Advisors
Kentucky
$323K +$2.02K +46 +0.7%
CAL
2190
Capital Advisors Ltd
Ohio
$322K
CCM
2191
CWH Capital Management
Washington
$321K +$302K +6,883 New
SCA
2192
Sage Capital Advisors
South Dakota
$317K
WA
2193
Wambolt & Associates
Colorado
$316K +$16.3K +372 +6%
PO
2194
Private Ocean
California
$315K -$4.38K -100 -1%
DC
2195
DeDora Capital
California
$315K +$31.5K +718 +12%
PMFA
2196
Plante Moran Financial Advisors
Michigan
$315K +$36.9K +842 +14%
RW
2197
REDW Wealth
New Mexico
$313K +$8.07K +184 +3%
CBFP
2198
Cedar Brook Financial Partners
Ohio
$313K +$9.47K +216 +3%
IFG
2199
Investors Financial Group
Minnesota
$313K +$14.4K +329 +5%
CCM
2200
Carlson Capital Management
Minnesota
$313K +$294K +6,701 New