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Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
1001
North Star Investment Management
Illinois
$172K +$132K +700 +173%
LPIC
1002
LeJeune Puetz Investment Counsel
Michigan
$171K – – –
PB
1003
Pinnacle Bancorp
Nebraska
$171K +$21.6K +115 +12%
BCWM
1004
Bartlett & Co Wealth Management
Ohio
$166K -$2.25K -12 -1%
BC
1005
Bartlett & Co
Ohio
$165K +$199K +1,059 New
FFC
1006
First Financial Corp
Indiana
$160K -$11.7K -62 -6%
GC
1007
Grace Capital
Massachusetts
$156K – – –
ECM
1008
Elgethun Capital Management
South Dakota
$155K – – –
CBT
1009
Capital Bank & Trust
California
$154K +$34K +181 +22%
AP
1010
Atwood & Palmer
Missouri
$149K +$17.3K +92 +11%
CRCM
1011
Corbett Road Capital Management
Virginia
$147K +$177K +942 New
PR
1012
Payden & Rygel
California
$140K – – –
BL
1013
Balentine LLC
Georgia
$137K +$97.2K +517 +144%
FHA
1014
Flagship Harbor Advisors
Massachusetts
$136K +$188 +1 +0.1%
SIC
1015
Salem Investment Counselors
North Carolina
$132K -$9.4K -50 -6%
TPWA
1016
TRUE Private Wealth Advisors
Oregon
$131K -$191K -1,016 -55%
AAP
1017
Arax Advisory Partners
Colorado
$128K -$69.2K -368 -31%
AWM
1018
Atticus Wealth Management
Florida
$127K – – –
GSC
1019
G&S Capital
Colorado
$127K +$376 +2 +0.2%
TWA
1020
TCI Wealth Advisors
Arizona
$126K -$47.7K -254 -24%
HWA
1021
Heritage Wealth Advisors
Virginia
$125K -$6.95K -37 -4%
BCA
1022
Berman Capital Advisors
Georgia
$123K +$13K +69 +9%
FP
1023
Financial Perspectives
Minnesota
$117K +$9.77K +52 +7%
WAP
1024
Wealthcare Advisory Partners
Pennsylvania
$114K -$19.7K -105 -13%
SAM
1025
S.A. Mason
Michigan
$114K – – –