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Name Holding Trade Value Shares
Change
Change in
Stake
WFM
1851
Wolff Financial Management
Michigan
$650K -$9.99K -197 -2%
MFW
1852
Mosaic Family Wealth
Missouri
$643K -$24.5K -483 -4%
IIC
1853
Integrated Investment Consultants
Michigan
$639K -$126K -2,488 -17%
PWPS
1854
Pinnacle Wealth Planning Services
Ohio
$636K -$126K -2,485 -17%
AAIM
1855
Asset Advisors Investment Management
Georgia
$634K
HFA
1856
Huber Financial Advisors
Illinois
$632K -$32.9K -649 -5%
SIM
1857
Sadoff Investment Management
Wisconsin
$631K -$38K -750 -6%
PCM
1858
Penserra Capital Management
California
$629K -$3.5M -68,988 -85%
BFM
1859
Boothbay Fund Management
New York
$627K -$2.06M -40,529 -78%
CS
1860
Cannell & Spears
New York
$626K
CCM
1861
Cribstone Capital Management
Maine
$625K -$715K -14,097 -55%
MPW
1862
MA Private Wealth
California
$624K -$68K -1,340 -10%
CAM
1863
Cozad Asset Management
Illinois
$624K +$1.27K +25 +0.2%
GWCM
1864
Godshalk Welsh Capital Management
Pennsylvania
$624K +$56.7K +1,117 +11%
AIA
1865
Arbor Investment Advisors
North Carolina
$624K +$355K +7,000 +151%
FNBSF
1866
First National Bank Sioux Falls
South Dakota
$623K +$40.6K +800 +7%
CA
1867
Cornerstone Advisory
Maryland
$622K +$6.39K +126 +1%
KA
1868
KLCM Advisors
Wisconsin
$620K +$18.1K +356 +3%
SCM
1869
Silvant Capital Management
Georgia
$616K
FDCC
1870
Foster Dykema Cabot & Co
Massachusetts
$616K +$25.4K +500 +5%
MIP
1871
Marietta Investment Partners
Wisconsin
$615K
CBFP
1872
Cedar Brook Financial Partners
Ohio
$613K +$191K +3,770 +49%
SOAMC
1873
Spirit of America Management Corp
New York
$612K
FNBOSM
1874
First National Bank of South Miami
Florida
$610K -$289K -5,700 -33%
GCA
1875
Genesee Capital Advisors
New York
$607K +$573K +11,300 New