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Name Holding Trade Value Shares
Change
Change in
Stake
PP
2151
PDS Planning
Ohio
$521K +$40.8K +685 +9%
EBSAM
2152
Eubel Brady & Suttman Asset Management
Ohio
$520K +$484K +8,126 New
GIM
2153
Greylin Investment Management
Virginia
$519K +$31.6K +531 +7%
CCT
2154
Capital City Trust
Florida
$517K -$121K -2,023 -20%
KLWA
2155
Kelly Lawrence W & Associates
California
$516K +$438K +7,355 +1,051%
LDFR
2156
Lehman & Derafelo Financial Resources
Pennsylvania
$515K -$69.8K -1,172 -13%
CASB
2157
Cape Ann Savings Bank
Massachusetts
$514K -$129K -2,158 -21%
SL
2158
Stevard LLC
Illinois
$512K -$151K -2,540 -24%
DACG
2159
Donor Advised Charitable Giving
California
$512K -$2.98K -50 -0.6%
AAM
2160
AMI Asset Management
California
$512K
PC
2161
Port Capital
Illinois
$510K -$976K -16,378 -67%
SC
2162
Searle & Co
Connecticut
$510K
CG
2163
Clarus Group
Texas
$510K +$179 +3 +0%
MA
2164
MJP Associates
Connecticut
$509K +$8.16K +137 +2%
OFG
2165
Oxford Financial Group
Indiana
$505K -$21K -353 -4%
ZF
2166
Zhang Financial
Michigan
$504K +$81.4K +1,366 +21%
CA
2167
Continuum Advisory
Idaho
$502K +$18.5K +310 +4%
CWM
2168
Concentrum Wealth Management
California
$501K -$87.8K -1,473 -16%
WLIM
2169
White Lighthouse Investment Management
Massachusetts
$499K
RW
2170
Rede Wealth
Virginia
$498K +$21.6K +362 +5%
MW
2171
MBL Wealth
North Carolina
$497K +$20.9K +351 +5%
ACG
2172
Allen Capital Group
Nebraska
$495K +$461K +7,739 New
LFA
2173
Landmark Financial Advisors
Kentucky
$492K +$15.5K +260 +4%
CCA
2174
Conservest Capital Advisors
Pennsylvania
$491K -$5.18K -87 -1%
BIA
2175
BHK Investment Advisors
Alabama
$491K