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Name Holding Trade Value Shares
Change
Change in
Stake
KMC
2126
Kirr Marbach & Co
Indiana
$224K – – –
PEA
2127
Pacific Edge Advisors
California
$224K – – –
CFA
2128
Capstone Financial Advisors
Illinois
$224K +$214K +1,167 New
AP
2129
Arlington Partners
Alabama
$223K +$126K +685 +143%
SWM
2130
Sequoia Wealth Management
Illinois
$223K +$211K +1,149 New
PFSC
2131
Peoples Financial Services Corp
Pennsylvania
$221K -$27.5K -150 -12%
CH
2132
Canton Hathaway
Rhode Island
$221K +$64.6K +352 +44%
MWM
2133
Merriman Wealth Management
Washington
$220K -$146K -798 -41%
FA
2134
FCG Advisors
New Jersey
$220K +$210K +1,146 New
ESBC
2135
E.S. Barr & Co
Kentucky
$220K +$210K +1,147 New
MIAS
2136
Mason Investment Advisory Services
Virginia
$219K +$209K +1,140 New
JPLA
2137
Joseph P. Lucia & Associates
New York
$217K +$196K +1,067 New
CG
2138
Corundum Group
Colorado
$217K -$450K -2,452 -68%
CIA
2139
Cascade Investment Advisors
Oregon
$216K – – –
PCMC
2140
Private Capital Management (Colorado)
Colorado
$215K +$205K +1,119 New
WSC
2141
Wellington Shields & Co
New York
$214K +$205K +1,116 New
TA
2142
TCG Advisors
Texas
$213K -$15.6K -85 -7%
WDL
2143
Well Done LLC
Michigan
$213K -$2.75K -15 -1%
MCG
2144
McCollum Christoferson Group
New York
$213K +$204K +1,110 New
ZF
2145
Zhang Financial
Michigan
$213K +$204K +1,111 New
TCM
2146
Tufton Capital Management
Maryland
$212K +$203K +1,109 New
Edgewood Management
2147
Edgewood Management
Connecticut
$211K +$201K +1,097 New
CCM
2148
Colorado Capital Management
Colorado
$211K +$203K +1,104 New
CFIA
2149
Cantor Fitzgerald Investment Advisors
New York
$210K -$25.3K -138 -11%
CIA
2150
CSat Investment Advisory
Michigan
$210K +$85.5K +466 +74%