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Name Holding Trade Value Shares
Change
Change in
Stake
LFA
1101
Legend Financial Advisors
Pennsylvania
$2.7M +$2.7M +57,594 New
ACA
1102
Anchor Capital Advisors
Massachusetts
$2.7M -$18K -385 -0.7%
SIC
1103
SFE Investment Counsel
California
$2.69M -$155K -3,317 -5%
NCMW
1104
Northern Capital Management (Wisconsin)
Wisconsin
$2.67M -$233K -4,975 -8%
WA
1105
Wheatland Advisors
Pennsylvania
$2.66M -$9.27K -198 -0.3%
RGC
1106
Roberts, Glore & Co
Illinois
$2.65M -$48.9K -1,044 -2%
RFA
1107
Reilly Financial Advisors
California
$2.65M +$130K +2,767 +5%
CK
1108
Cohen Klingenstein
New York
$2.65M
FAM
1109
Formidable Asset Management
Ohio
$2.65M -$77.1K -1,646 -3%
HI
1110
Human Investing
Oregon
$2.64M +$2.63M +56,273 New
Koshinski Asset Management
1111
Koshinski Asset Management
Illinois
$2.64M -$682K -14,564 -21%
AB
1112
AT Bancorp
Iowa
$2.64M +$39.1K +835 +2%
KFGK
1113
Keystone Financial Group (Kentucky)
Kentucky
$2.64M +$261K +5,564 +11%
FMWA
1114
Forvis Mazars Wealth Advisors
Missouri
$2.64M +$107K +2,276 +4%
PC
1115
Port Capital
Illinois
$2.63M -$9.27K -198 -0.4%
FLI
1116
Family Legacy Inc
South Carolina
$2.61M +$39.3K +840 +2%
AWM
1117
AE Wealth Management
Kansas
$2.61M -$9.13K -195 -0.3%
AHC
1118
Anderson Hoagland & Co
Missouri
$2.61M +$30.4K +649 +1%
VLC
1119
Van Leeuwen & Company
New Jersey
$2.6M +$817K +17,455 +46%
PVH
1120
Psagot Value Holdings
Israel
$2.59M +$930K +19,860 +56%
ATC
1121
Adirondack Trust Company
New York
$2.58M -$17.2K -367 -0.7%
SAM
1122
Selway Asset Management
$2.58M +$13.5K +289 +0.5%
CCA
1123
Checchi Capital Advisers
California
$2.58M -$223K -4,758 -8%
AC
1124
Arjuna Capital
North Carolina
$2.57M -$110K -2,342 -4%
WDA
1125
Wendell David Associates
New Hampshire
$2.57M -$186K -3,967 -7%