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Name Holding Trade Value Shares
Change
Change in
Stake
CIG
2676
Cascade Investment Group
Colorado
$433K -$11.4K -22 -3%
BWM
2677
BCS Wealth Management
Tennessee
$433K -$18.1K -35 -4%
WDC
2678
Woodward Diversified Capital
California
$433K -$52.8K -102 -11%
ECM
2679
Elgethun Capital Management
South Dakota
$433K +$34.2K +66 +9%
PMFA
2680
Plante Moran Financial Advisors
Michigan
$432K +$10.9K +21 +3%
OFS
2681
Oldfather Financial Services
Nebraska
$432K -$3.11K -6 -0.7%
DWMS
2682
Dominguez Wealth Management Solutions
Virginia
$432K +$17.6K +34 +4%
NG
2683
Northstar Group
New York
$430K +$46.6K +90 +12%
TPM
2684
Triasima Portfolio Management
Quebec, Canada
$430K +$422K +816 New
EA
2685
Echo45 Advisors
California
$430K +$15K +29 +4%
CFA
2686
Capstone Financial Advisors
Illinois
$429K +$3.11K +6 +0.7%
CFSG
2687
Community Financial Services Group
Vermont
$428K -$29.5K -57 -7%
FA
2688
Fedenia Advisers
Wisconsin
$428K +$420K +812 New
AP
2689
Advisors Preferred
Maryland
$427K -$136K -262 -24%
SFA
2690
Souders Financial Advisors
Ohio
$426K +$419K +809 New
BMC
2691
Benin Management Corp
Connecticut
$426K – – –
TCM
2692
Tuttle Capital Management
Connecticut
$426K +$108K +208 +35%
SIC
2693
Sigma Investment Counselors
Michigan
$426K – – –
Orgel Wealth Management
2694
Orgel Wealth Management
Wisconsin
$425K +$3.62K +7 +0.9%
IDBONY
2695
Israel Discount Bank of New York
New York
$424K – – –
KBFS
2696
Kohmann Bosshard Financial Services
Ohio
$423K -$212K -410 -34%
PFM
2697
Phillips Financial Management
Indiana
$422K +$26.4K +51 +7%
BMWS
2698
Brady Martz Wealth Solutions
North Dakota
$422K +$429K +829 New
IMC
2699
Investment Management Corporation
Virginia
$421K +$414K +800 New
LGG
2700
Luts & Greenleigh Group
Maryland
$421K +$518 +1 +0.1%