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Name Holding Trade Value Shares
Change
Change in
Stake
IRC
1101
Investors Research Corp
Georgia
$919K
S
1102
SignatureFD
Georgia
$914K +$31.3K +241 +3%
BO
1103
BRR OpCo
Ohio
$905K -$33.4K -257 -4%
MIC
1104
Means Investment Company
Maine
$905K -$13.5K -104 -1%
CICI
1105
Capital Investment Counsel Inc
North Carolina
$903K
CT
1106
Coastline Trust
Rhode Island
$902K -$122K -937 -12%
IIM
1107
Ironwood Investment Management
Massachusetts
$900K -$35.7K -275 -4%
WC
1108
Woodstock Corp
Massachusetts
$898K -$91.5K -704 -9%
EA
1109
Elm Advisors
California
$898K -$6.76K -52 -0.7%
HBT
1110
Hills Bank & Trust
Iowa
$898K +$16.8K +129 +2%
SB
1111
Simmons Bank
Arkansas
$892K +$10.3K +79 +1%
SFG
1112
SNS Financial Group
Minnesota
$888K -$84.1K -647 -9%
IFWM
1113
Institute for Wealth Management
Colorado
$888K -$27.8K -214 -3%
JCM
1114
Jag Capital Management
Missouri
$888K +$2.08K +16 +0.2%
CT
1115
Chicago Trust
Illinois
$886K +$33.4K +257 +4%
LMAM
1116
Legg Mason Asset Management
Japan
$886K +$122K +942 +16%
BHIA
1117
Birch Hill Investment Advisors
Massachusetts
$884K -$95.1K -732 -10%
FMWA
1118
Forvis Mazars Wealth Advisors
Missouri
$879K +$210K +1,613 +31%
SEEDPG
1119
S.E.E.D. Planning Group
New York
$879K +$892K +6,863 New
HHAA
1120
Henry H. Armstrong Associates
Pennsylvania
$878K
CCG
1121
Ceeto Capital Group
Florida
$878K +$238K +1,830 +36%
IPW
1122
Inlet Private Wealth
Florida
$876K
CCA
1123
Cobblestone Capital Advisors
New York
$873K -$62.1K -478 -7%
CFA
1124
Cahill Financial Advisors
Minnesota
$872K +$199K +1,530 +29%
PA
1125
Parallel Advisors
California
$871K -$74.5K -573 -8%