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Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
1351
TRUE Private Wealth Advisors
Oregon
$879K +$29.6K +270 +3%
SCA
1352
Sippican Capital Advisors
Massachusetts
$878K +$1.09K +10 +0.1%
PMFA
1353
Plante Moran Financial Advisors
Michigan
$878K +$22.6K +206 +3%
PFC
1354
Phocas Financial Corp
California
$874K -$14.8K -135 -2%
ARMT
1355
Amica Retiree Medical Trust
Rhode Island
$871K -$115K -1,054 -11%
CT
1356
Chicago Trust
Illinois
$868K -$63.1K -576 -7%
FUBT
1357
First United Bank & Trust
Maryland
$864K -$7.67K -70 -0.9%
IIC
1358
Integrated Investment Consultants
Michigan
$861K – – –
CBN
1359
Cadence Bank NA
Texas
$858K -$89.5K -817 -9%
FAG
1360
Financial Advisory Group
Texas
$858K +$54.9K +501 +7%
BOC
1361
Barbara Oil Co
Illinois
$850K – – –
VFM
1362
Viking Fund Management
North Dakota
$850K – – –
CAAS
1363
Capital Asset Advisory Services
Michigan
$849K +$879K +8,028 New
RWA
1364
RGT Wealth Advisors
Texas
$845K +$7.78K +71 +0.9%
HI
1365
Handelsinvest Investeringsforvaltning
Denmark
$843K -$2.33M -21,310 -73%
SC
1366
Saybrook Capital
North Carolina
$843K – – –
SAA
1367
Southeast Asset Advisors
Georgia
$842K +$12K +110 +1%
CWM
1368
Cornerstone Wealth Management
Missouri
$840K +$225K +2,052 +34%
ST
1369
Spinnaker Trust
Maine
$839K +$4.38K +40 +0.5%
FC
1370
Forte Capital
New York
$837K -$4.6K -42 -0.5%
KP
1371
Keel Point
Alabama
$837K +$68.9K +629 +9%
ZIG
1372
Zuckerman Investment Group
Illinois
$830K – – –
PWMAG
1373
Pinnacle Wealth Management Advisory Group
New Jersey
$826K +$370K +3,376 +77%
CFA
1374
Cahill Financial Advisors
Minnesota
$816K -$767 -7 -0.1%
IDBONY
1375
Israel Discount Bank of New York
New York
$813K -$75.6K -690 -8%