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Name Holding Trade Value Shares
Change
Change in
Stake
TCOTS
2401
Trust Company of the South
North Carolina
$613K -$110K -368 -15%
BCP
2402
Blackhawk Capital Partners
Wisconsin
$613K +$17.7K +59 +3%
YCG
2403
Yeomans Consulting Group
Georgia
$610K +$13.2K +44 +2%
PFA
2404
Providence Financial Advisors
Kansas
$610K – – –
MPIA
2405
Milestones Private Investment Advisors
New York
$610K – – –
CCC
2406
Chelsea Counsel Company
California
$609K – – –
6F
2407
626 Financial
Michigan
$608K – – –
HFAS
2408
Hummer Financial Advisory Services
Illinois
$608K – – –
GWM
2409
Glass Wealth Management
Texas
$607K – – –
GCP
2410
GSA Capital Partners
United Kingdom
$607K +$206K +689 +51%
CMP
2411
Coston McIsaac & Partners
Maine
$606K -$16.8K -56 -3%
SRB
2412
Shotwell Rutter Baer
Michigan
$606K – – –
MSRI
2413
Michael S. Ryan Inc
New York
$606K +$9.28K +31 +2%
CWP
2414
CFM Wealth Partners
Texas
$605K – – –
SAI
2415
Systematic Alpha Investments
New Jersey
$604K – – –
MCG
2416
McCollum Christoferson Group
New York
$603K +$77.3K +258 +15%
MAG
2417
MRA Advisory Group
New Jersey
$603K -$66.5K -222 -10%
PGIM Custom Harvest
2418
PGIM Custom Harvest
New Jersey
$603K +$41.3K +138 +7%
GTWM
2419
Global Trust Wealth Management
Florida
$600K +$607K +2,027 New
RFP
2420
Root Financial Partners
California
$600K -$12.6K -42 -2%
NFG
2421
Nadler Financial Group
Illinois
$599K -$65K -217 -10%
BBNB
2422
Baker Boyer National Bank
Washington
$598K +$30.8K +103 +5%
PCM
2423
Permanent Capital Management
Illinois
$597K -$43.7K -146 -7%
GCA
2424
Gradient Capital Advisors
California
$597K +$3.29K +11 +0.5%
WIC
2425
Woodmont Investment Counsel
Tennessee
$597K -$127K -425 -17%