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Name Holding Trade Value Shares
Change
Change in
Stake
GH
1276
GAM Holding
Switzerland
$336K +$311K +15,000 New
LRPA
1277
L. Roy Papp & Associates
Arizona
$335K -$10.4K -500 -3%
CIC
1278
Carnegie Investment Counsel
Ohio
$334K -$19.9K -960 -6%
RFA
1279
ROI Financial Advisors
Oregon
$334K -$12.9K -622 -4%
EFG
1280
Ethos Financial Group
Pennsylvania
$333K +$313K +15,124 New
TSWM
1281
Tyler-Stone Wealth Management
Ohio
$333K -$2.2K -106 -0.7%
NCM
1282
Northwest Capital Management
Oregon
$333K -$157K -7,573 -34%
BCG
1283
Breakwater Capital Group
New Jersey
$333K -$4.48K -216 -1%
LT
1284
Legacy Trust
Michigan
$333K -$23.6K -1,138 -7%
CAM
1285
Cobblestone Asset Management
Virginia
$332K -$20.7K -1,000 -6%
ZIM
1286
Zacks Investment Management
Illinois
$332K -$13.6K -654 -4%
CRC
1287
Curi RMB Capital
Illinois
$332K +$307K +14,827 New
FMC
1288
First Merchants Corp
Indiana
$330K – – –
WC
1289
Waterloo Capital
Texas
$330K +$305K +14,720 New
FTC
1290
Farmers Trust Company
Ohio
$329K -$138K -6,636 -31%
PCM
1291
Perkins Capital Management
Minnesota
$329K – – –
MPI
1292
Mairs & Power Inc
Minnesota
$329K +$28.9K +1,395 +10%
SIM
1293
Sentry Investment Management
Wisconsin
$328K +$288K +13,911 New
SSC
1294
Syverson Strege & Co
Iowa
$328K +$303K +14,630 New
HAM
1295
Harmony Asset Management
Arizona
$327K -$34.2K -1,651 -10%
CG
1296
Curat Global
New Hampshire
$327K +$10.1K +485 +3%
SCI
1297
S&CO Inc
Massachusetts
$327K -$885K -42,702 -75%
AAP
1298
Arax Advisory Partners
Colorado
$327K +$33.2K +1,600 +25%
NGA
1299
Naples Global Advisors
Florida
$326K +$26.5K +1,278 +10%
UWS
1300
Unique Wealth Strategies
Illinois
$326K -$20.1K -970 -6%