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Name Holding Trade Value Shares
Change
Change in
Stake
ANBT
1701
American National Bank & Trust
Texas
$748K +$32.7K +615 +4%
HCM
1702
Highbridge Capital Management
New York
$746K +$797K +15,000 New
SHA
1703
Seneca House Advisors
Virginia
$745K +$24.3K +458 +3%
NCM
1704
Northside Capital Management
Oregon
$744K -$74.3K -1,400 -9%
CAS
1705
Cue Advisory Services
Arizona
$742K +$5.31K +100 +0.7%
BWM
1706
Bernicke Wealth Management
Wisconsin
$740K -$2.34K -44 -0.3%
LC
1707
Lourd Capital
California
$740K +$10.6K +200 +1%
MCWS
1708
McKinley Carter Wealth Services
West Virginia
$732K -$28.1K -529 -3%
HS
1709
HighVista Strategies
Massachusetts
$731K +$47.8K +900 +7%
SAM
1710
SignalPoint Asset Management
Missouri
$725K +$26.6K +500 +4%
CCB
1711
Cutter & Co Brokerage
Missouri
$722K -$45K -848 -6%
RVPG
1712
Relative Value Partners Group
$721K -$112K -2,100 -13%
TWM
1713
Torch Wealth Management
Ohio
$721K +$78.3K +1,475 +11%
WCM
1714
Whitener Capital Management
North Carolina
$717K -$43.4K -817 -5%
SCP
1715
Sandhill Capital Partners
New York
$712K -$50.4K -950 -6%
SCC
1716
Spring Creek Capital
Kansas
$711K +$759K +14,301 New
GAM
1717
Gemmer Asset Management
California
$709K +$19.4K +366 +3%
PWPS
1718
Pinnacle Wealth Planning Services
Ohio
$706K -$105K -1,983 -12%
LFA
1719
Legacy Financial Advisors
Kentucky
$706K +$21.9K +413 +3%
JSL
1720
JT Stratford LLC
Georgia
$703K -$30.2K -568 -4%
VCAM
1721
Van Cleef Asset Management
Ohio
$701K +$90.3K +1,700 +14%
IIC
1722
Integrated Investment Consultants
Michigan
$700K -$13.3K -251 -2%
SIM
1723
SSI Investment Management
California
$692K -$81K -1,526 -10%
POIA
1724
Pin Oak Investment Advisors
Texas
$690K +$2.5K +47 +0.3%
JA
1725
JOYN Advisors
Georgia
$689K +$189K +3,558 +35%