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Name Holding Trade Value Shares
Change
Change in
Stake
ISWM
1251
Independent Solutions Wealth Management
New York
$1.88M +$105K +2,054 +6%
FG
1252
Fiduciary Group
Georgia
$1.88M -$7.57K -148 -0.4%
WOC
1253
West Oak Capital
California
$1.88M -$180K -3,530 -9%
AWA
1254
Arete Wealth Advisors
Illinois
$1.87M +$311K +6,081 +20%
MGP
1255
Metis Global Partners
California
$1.87M +$1.86M +36,306 New
LSC
1256
Lesa Sroufe & Co
Washington
$1.86M +$72.1K +1,410 +4%
ASBI
1257
American State Bank (Iowa)
Iowa
$1.86M +$36.3K +710 +2%
FFWA
1258
FRG Family Wealth Advisors
Washington
$1.86M -$72.1K -1,410 -4%
PIMG
1259
Patriot Investment Management Group
Tennessee
$1.85M +$153K +2,985 +9%
SWK
1260
Stephen W. Kidder
$1.85M -$742K -14,515 -29%
BBWA
1261
Bell & Brown Wealth Advisors
California
$1.84M +$245K +4,789 +15%
AII
1262
AGF Investments Inc
Ontario, Canada
$1.84M +$555K +10,849 +43%
ERIC
1263
Eagle Rock Investment Company
Georgia
$1.83M +$1.82M +35,610 New
BPM
1264
Bowling Portfolio Management
Ohio
$1.83M +$16.2K +316 +0.9%
VHAM
1265
Van Hulzen Asset Management
California
$1.83M +$67.7K +1,325 +4%
HAIM
1266
Hunter Associates Investment Management
Pennsylvania
$1.83M -$537K -10,500 -23%
CNC
1267
Citizens & Northern Corp
Pennsylvania
$1.82M -$53.3K -1,042 -3%
PFA
1268
Paradigm Financial Advisors
Missouri
$1.82M -$122K -2,379 -6%
LM
1269
Luminus Management
Texas
$1.82M +$1.8M +35,284 New
SC
1270
Slow Capital
California
$1.81M -$991K -19,387 -36%
SFP
1271
Shepherd Financial Partners
Massachusetts
$1.81M -$26.3K -515 -1%
1WA
1272
180 Wealth Advisors
Washington
$1.81M +$639K +12,495 +56%
JIP
1273
Jaffetilchin Investment Partners
Florida
$1.81M +$340K +6,658 +23%
ATFA
1274
All Terrain Financial Advisors
Minnesota
$1.8M -$8.69K -170 -0.5%
AP
1275
Appleton Partners
Massachusetts
$1.8M -$7.62K -149 -0.4%