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Name Holding Trade Value Shares
Change
Change in
Stake
PJSIMP
1726
P.J. Schmidt Investment Management (PJS)
Wisconsin
$659K -$262K -6,055 -24%
CCM
1727
Compton Capital Management
Rhode Island
$657K -$1.23M -28,450 -62%
HCWM
1728
Harrison & Co Wealth Management
Virginia
$657K -$64.4K -1,489 -8%
I2I
1729
Insight 2811 Inc
Illinois
$656K -$22.8K -527 -3%
SAM
1730
Sabadell Asset Management
Spain
$656K
SDH
1731
Sloy Dahl & Holst
Washington
$655K
ACM
1732
Advisors Capital Management
New Jersey
$655K +$140K +3,242 +23%
CCFM
1733
Clear Creek Financial Management
Washington
$654K +$108K +2,490 +17%
APW
1734
Acima Private Wealth
Virginia
$654K
PAG
1735
Powers Advisory Group
Illinois
$653K -$10.2K -236 -1%
BCM
1736
Bienville Capital Management
New York
$653K
MW
1737
Marcum Wealth
Ohio
$653K +$65.4K +1,512 +9%
EML
1738
Eos Management LP
New York
$652K
PGAM
1739
Princeton Global Asset Management
New Jersey
$651K -$25K -577 -3%
KTC
1740
Kistler-Tiffany Companies
Pennsylvania
$649K -$13.4K -309 -2%
PA
1741
PSI Advisors
Florida
$649K +$49.8K +1,152 +7%
AC
1742
Apella Capital
Connecticut
$649K +$145K +3,340 +24%
CCWA
1743
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$647K -$41.8K -965 -5%
CPA
1744
Capital Planning Advisors
California
$647K +$18.6K +430 +3%
KFC
1745
Klingenstein Fields & Co
New York
$645K -$4.33K -100 -0.6%
VCM
1746
Vivaldi Capital Management
Illinois
$645K -$3.89K -90 -0.5%
NCM
1747
NCM Capital Management
New Jersey
$642K +$173 +4 +0%
5L
1748
55I LLC
Massachusetts
$641K +$219K +5,057 +42%
AFC
1749
AFT Forsyth & Company
Florida
$640K
PFSC
1750
Peoples Financial Services Corp
Pennsylvania
$639K -$102K -2,350 -12%