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Name Holding Trade Value Shares
Change
Change in
Stake
TAM
601
Tocqueville Asset Management
New York
$235K – – –
PFWA
602
Paces Ferry Wealth Advisors
Georgia
$233K -$13.1K -30 -5%
PFM
603
Patton Fund Management
Texas
$232K +$227K +518 New
CNC
604
Citizens & Northern Corp
Pennsylvania
$228K +$29.3K +67 +15%
PGFC
605
Peapack-Gladstone Financial Corp
New Jersey
$226K +$222K +506 New
AWM
606
Aprio Wealth Management
Georgia
$225K +$221K +504 New
QEI
607
QSV Equity Investors
Illinois
$225K +$221K +504 New
CAMG
608
CWA Asset Management Group
Florida
$225K +$220K +503 New
AIA
609
Arbor Investment Advisors
North Carolina
$224K – – –
BEC
610
Blue Edge Capital
Virginia
$224K – – –
GC
611
Guggenheim Capital
Illinois
$224K +$15.3K +35 +8%
FW
612
FullCircle Wealth
Texas
$223K +$22.8K +52 +10%
GWAM
613
Guardian Wealth Advisors (Minnesota)
Minnesota
$223K +$219K +499 New
MAG
614
M3 Advisory Group
Massachusetts
$222K -$14.5K -33 -6%
Wellington Management Group
615
Wellington Management Group
Massachusetts
$222K +$217K +496 New
TFP
616
Tilia Fiduciary Partners
North Carolina
$221K – – –
SI
617
Seeds Investor
New York
$220K -$50.4K -115 -19%
SSW
618
Smith Shellnut Wilson
Mississippi
$217K – – –
WG
619
Wealth Group
North Carolina
$216K +$212K +484 New
IWA
620
Icon Wealth Advisors
Texas
$215K +$31.1K +71 +17%
PA
621
Profund Advisors
Maryland
$214K -$22.8K -52 -10%
FFN
622
Focus Financial Network
Minnesota
$211K +$8.76K +20 +4%
MCC
623
Malaga Cove Capital
California
$207K +$203K +463 New
AA
624
Advisory Alpha
Michigan
$207K +$202K +462 New
BBW
625
Blue Barn Wealth
Utah
$204K +$200K +457 New