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Name Holding Trade Value Shares
Change
Change in
Stake
AC
1601
Alley Company
Illinois
$208K +$184K +6,722 New
PCM
1602
Perkins Capital Management
Minnesota
$207K +$184K +6,700 New
AA
1603
Alesco Advisors
New York
$204K +$181K +6,600 New
KIA
1604
Kopp Investment Advisors
Minnesota
$204K +$181K +6,614 New
TCCM
1605
Timber Creek Capital Management
Massachusetts
$203K
LC
1606
Loews Corp
New York
$203K +$180K +6,575 New
SAM
1607
Summit Asset Management
Tennessee
$202K +$179K +6,522 New
CIP
1608
Champlain Investment Partners
Vermont
$201K +$178K +6,500 New
LWM
1609
Lenox Wealth Management
Ohio
$192K -$5.32K -194 -3%
AC
1610
Alexandria Capital
Virginia
$180K -$2.74K -100 -2%
CS
1611
Credential Securities
$179K +$159K +5,793 New
GSC
1612
Ground Swell Capital
South Carolina
$172K +$153K +5,566 New
BCM
1613
Blume Capital Management
California
$161K -$13.7K -500 -9%
NCMG
1614
NCM Capital Management Group
North Carolina
$156K -$46.6K -1,700 -25%
TWM
1615
Torch Wealth Management
Ohio
$155K
CWM
1616
Cranbrook Wealth Management
Michigan
$149K
MSFP
1617
Mark Sheptoff Financial Planning
Connecticut
$146K
NCM
1618
Nelson Capital Management
California
$146K +$29.7K +1,083 +30%
TDC
1619
Thompson Davis & Co
Virginia
$144K -$262K -9,572 -67%
1832 Asset Management
1620
1832 Asset Management
Ontario, Canada
$137K -$11K -400 -8%
CC
1621
Colrain Capital
Massachusetts
$133K
JWM
1622
Jacobus Wealth Management
Wisconsin
$132K -$27.4K -1,000 -19%
OFS
1623
Orrstown Financial Services
Pennsylvania
$127K -$536K -19,566 -83%
ZTNA
1624
Zions Trust National Association
Utah
$123K -$11.6K -425 -10%
IRS
1625
Invictus RG (Singapore)
Singapore
$121K -$88.5K -3,230 -45%