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Name Holding Trade Value Shares
Change
Change in
Stake
IWA
1301
IVC Wealth Advisors
Pennsylvania
$831K +$47.1K +365 +6%
FFA
1302
Founders Financial Alliance
North Carolina
$830K +$258K +1,996 +47%
FB
1303
First Bancorp
Maine
$828K -$12.9K -100 -2%
KMWM
1304
Keudell/Morrison Wealth Management
Oregon
$827K -$19K -147 -2%
GC
1305
Gratus Capital
Georgia
$825K -$40.4K -313 -5%
GIP
1306
Granite Investment Partners
California
$823K +$16.1K +125 +2%
HCM
1307
Hodges Capital Management
Texas
$823K -$905K -7,013 Closed
SI
1308
Saxon Interests
Texas
$823K -$13.8K -107 -2%
Koshinski Asset Management
1309
Koshinski Asset Management
Illinois
$821K -$154K -1,196 -16%
CAAS
1310
Capital Asset Advisory Services
Michigan
$819K -$35.6K -276 -4%
B
1311
Bailard
California
$818K -$242K -1,875 -23%
VCS
1312
Vaughan & Co Securities
New Jersey
$817K -$3.23K -25 -0.4%
DAM
1313
Delta Asset Management
Tennessee
$816K +$150K +1,160 +24%
SAM
1314
Summit Asset Management
Tennessee
$815K
PCMM
1315
Piedmont Capital Management (Montana)
Montana
$815K +$6.07K +47 +0.8%
BFM
1316
Boothbay Fund Management
New York
$807K +$779K +6,033 New
BAM
1317
Berkshire Asset Management
Pennsylvania
$807K -$26.1K -202 -3%
AF
1318
Arrow Financial
New York
$807K -$6.45K -50 -0.8%
BWM
1319
Baystate Wealth Management
Massachusetts
$804K +$35.7K +277 +5%
CIAS
1320
CFS Investment Advisory Services
New Jersey
$802K +$774K +5,997 New
BWA
1321
Burt Wealth Advisors
Maryland
$802K -$258 -2 -0%
MCM
1322
Mork Capital Management
California
$802K
TFA
1323
Teamwork Financial Advisors
Texas
$802K +$14.1K +109 +2%
UCI
1324
Uncommon Cents Investing
Wisconsin
$800K +$1.55K +12 +0.2%
MCM
1325
Manchester Capital Management
Vermont
$799K