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Name Holding Trade Value Shares
Change
Change in
Stake
BEC
1876
Blue Edge Capital
Virginia
$606K +$573K +11,291 New
HDIM
1877
Hanson & Doremus Investment Management
Vermont
$605K -$406 -8 -0.1%
SW
1878
SlateStone Wealth
Florida
$603K +$29.1K +573 +5%
CF
1879
Corrigan Financial
Rhode Island
$596K +$279K +5,509 +99%
TMAM
1880
Tokio Marine Asset Management
Japan
$593K +$73.4K +1,448 +15%
VWA
1881
V Wealth Advisors
Kansas
$593K +$113K +2,223 +27%
FIM
1882
Fruth Investment Management
Texas
$592K -$15.2K -300 -3%
CRC
1883
Curi RMB Capital
Illinois
$592K +$42.9K +845 +8%
BIC
1884
Beach Investment Counsel
Pennsylvania
$591K
EDRIA
1885
Edmonds Duncan Registered Investment Advisors
Kansas
$591K
FHC
1886
First Heartland Consultants
Missouri
$587K -$1.55M -30,555 -74%
LC
1887
Lourd Capital
California
$587K -$191K -3,756 -26%
WMA
1888
Wealth Management Associates
New Jersey
$586K +$126K +2,490 +30%
EF
1889
Empirical Finance
Pennsylvania
$586K +$127K +2,496 +30%
SBA
1890
Secrest Blakey & Associates
North Carolina
$585K -$50.9K -1,003 -8%
HCM
1891
Howard Capital Management
Georgia
$585K +$533K +10,502 New
MSFP
1892
Mark Sheptoff Financial Planning
Connecticut
$584K +$98.9K +1,950 +22%
CWM
1893
Centric Wealth Management
Illinois
$583K -$2.48K -49 -0.4%
SCG
1894
Sonata Capital Group
Washington
$583K
BWP
1895
Baldwin Wealth Partners
Massachusetts
$583K +$302K +5,961 +122%
PCM
1896
Poehling Capital Management
Wisconsin
$582K -$2.54K -50 -0.5%
GCA
1897
Gradient Capital Advisors
California
$581K -$355 -7 -0.1%
WIP
1898
Wellesley Investment Partners
Massachusetts
$580K -$10K -198 -2%
MPPLM
1899
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$580K +$28.6K +564 +6%
GAM
1900
Garrison Asset Management
Arkansas
$579K +$3.75K +74 +0.7%