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Name Holding Trade Value Shares
Change
Change in
Stake
SP
1051
Successful Portfolios
Florida
$448K -$15.6K -29 -3%
HZ
1052
Hixon Zuercher
Ohio
$448K
DWT
1053
Dorsey & Whitney Trust
South Dakota
$447K +$16.2K +30 +4%
IFS
1054
Ifrah Financial Services
Arkansas
$446K -$1.62K -3 -0.4%
RMC
1055
Resources Management Corp
Connecticut
$445K
TCM
1056
Tufton Capital Management
Maryland
$445K
NFG
1057
Nations Financial Group
Iowa
$445K +$13.5K +25 +3%
RPWA
1058
Regent Peak Wealth Advisors
Georgia
$444K +$3.77K +7 +0.9%
LB
1059
Legacy Bridge
Iowa
$442K -$5.39K -10 -1%
GSC
1060
G&S Capital
Colorado
$441K +$441K +818 New
AP
1061
Americana Partners
Texas
$440K +$62.5K +116 +17%
AF
1062
Arrow Financial
New York
$437K
RWA
1063
Redhawk Wealth Advisors
Minnesota
$434K +$122K +227 +39%
ECM
1064
Elgethun Capital Management
South Dakota
$433K +$539 +1 +0.1%
BOC
1065
Barbara Oil Co
Illinois
$432K
BLAM
1066
Bourne Lent Asset Management
New York
$432K
HCA
1067
Horan Capital Advisors
Ohio
$432K
MIAS
1068
Mason Investment Advisory Services
Virginia
$432K
5L
1069
55I LLC
Massachusetts
$431K +$430K +798 New
VC
1070
Veery Capital
Delaware
$429K -$539 -1 -0.1%
FHA
1071
Flagship Harbor Advisors
Massachusetts
$428K
GSC
1072
Ground Swell Capital
South Carolina
$427K +$426K +791 New
NIMI
1073
Natixis Investment Managers International
France
$425K -$74.4K -138 -15%
FLPIM
1074
F.L. Putnam Investment Management
Massachusetts
$425K +$29.1K +54 +7%
PL
1075
Plancorp LLC
Missouri
$421K +$9.16K +17 +2%