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Name Holding Trade Value Shares
Change
Change in
Stake
KIG
2101
Kowal Investment Group
Wisconsin
$863K +$28.9K +88 +3%
BCM
2102
Birmingham Capital Management
Alabama
$862K
WCM
2103
Windsor Capital Management
Arizona
$858K +$69.3K +211 +9%
FWP
2104
FAS Wealth Partners
Kansas
$854K +$177K +539 +26%
OR
2105
Olympiad Research
Connecticut
$853K +$13.1K +40 +2%
IBOK
2106
Independence Bank of Kentucky
Kentucky
$852K -$9.85K -30 -1%
DIA
2107
Davidson Investment Advisors
Montana
$849K -$81.1K -247 -9%
HHGA
2108
Halbert Hargrove Global Advisors
California
$845K +$19K +58 +2%
CHA
2109
Carmichael Hill & Associates
Maryland
$844K +$17.7K +54 +2%
PCS
2110
Personal CFO Solutions
New Jersey
$842K -$23.3K -71 -3%
MC
2111
Matisse Capital
Oregon
$842K +$19.7K +60 +2%
HPC
2112
Hobart Private Capital
North Carolina
$841K +$110K +336 +15%
RCC
2113
Red Cedar Capital
Nebraska
$838K
SAF
2114
Smith Anglin Financial
Texas
$836K +$130K +397 +18%
BL
2115
Balentine LLC
Georgia
$834K -$362K -1,103 -30%
CCA
2116
Cobblestone Capital Advisors
New York
$833K -$38.4K -117 -4%
FIB
2117
First Interstate Bank
Montana
$833K +$16.4K +50 +2%
GWM
2118
Greenwich Wealth Management
Connecticut
$833K +$328K +999 +65%
IRAG
2119
Investment Research & Advisory Group
Georgia
$832K -$65.3K -199 -7%
ITIM
2120
Indiana Trust & Investment Management
Indiana
$828K +$10.5K +32 +1%
EBA
2121
Eagle Bay Advisors
New York
$828K +$29.6K +90 +4%
TCM
2122
Tributary Capital Management
Nebraska
$826K -$9.85K -30 -1%
DWM
2123
Dorchester Wealth Management
Quebec, Canada
$824K +$98.5K +300 +14%
TWM
2124
Triton Wealth Management
Arizona
$821K -$7.88K -24 -1%
NVIM
2125
New Vernon Investment Management
Illinois
$821K