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Name Holding Trade Value Shares
Change
Change in
Stake
GWI
2201
Grace & White Inc
New York
$333K
CF
2202
Corrigan Financial
Rhode Island
$333K -$13.5K -290 -4%
BWP
2203
BSW Wealth Partners
Colorado
$332K +$9.71K +209 +3%
SCG
2204
Sonata Capital Group
Washington
$332K +$33.9K +730 +12%
ARMC
2205
American Research & Management Company
Massachusetts
$331K -$9.3K -200 -3%
SVCP
2206
Silicon Valley Capital Partners
California
$330K -$85.1K -1,830 -21%
FC
2207
Fairpointe Capital
Illinois
$329K +$318K +6,850 New
XWM
2208
Xcel Wealth Management
Florida
$328K -$5.39K -116 -2%
PEA
2209
Pacific Edge Advisors
California
$327K +$45.1K +970 +17%
TCM
2210
Teza Capital Management
Illinois
$327K +$317K +6,822 New
SCA
2211
Sage Capital Advisors
South Dakota
$326K +$2.42K +52 +0.8%
MWM
2212
Merriman Wealth Management
Washington
$325K +$25.7K +552 +9%
TFO
2213
Tarbox Family Office
California
$325K +$199K +4,284 +172%
TWM
2214
Torch Wealth Management
Ohio
$324K
TB
2215
Terril Brothers
Missouri
$324K +$22.1K +476 +8%
MSFP
2216
Mark Sheptoff Financial Planning
Connecticut
$323K
SIA
2217
Soltis Investment Advisors
Utah
$323K +$313K +6,742 New
BA
2218
Birinyi Associates
Connecticut
$322K +$18.6K +400 +6%
CA
2219
Centerpoint Advisors
Massachusetts
$321K -$18.4K -396 -6%
NG
2220
Northstar Group
New York
$321K +$46 +1 +0%
CAL
2221
Capital Advisors Ltd
Ohio
$321K +$3.3K +71 +1%
FNBOH
2222
First National Bank of Hutchinson
Kansas
$320K +$66.5K +1,431 +27%
SIAS
2223
Shine Investment Advisory Services
Colorado
$319K +$930 +20 +0.3%
AI
2224
Accredited Investors
Minnesota
$319K +$14.6K +315 +5%
LD
2225
Lipe & Dalton
New York
$319K +$71.1K +1,530 +30%