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Name Holding Trade Value Shares
Change
Change in
Stake
CPA
1326
Court Place Advisors
Maryland
$473K
1WA
1327
180 Wealth Advisors
Washington
$473K +$111K +532 +33%
SIM
1328
Sadoff Investment Management
Wisconsin
$471K
DWM
1329
Dynasty Wealth Management
Florida
$471K +$442K +2,117 New
CT
1330
Clearstead Trust
Maine
$469K
DIP
1331
DT Investment Partners
Pennsylvania
$468K -$19.2K -92 -4%
HCP
1332
Holt Capital Partners
Texas
$467K
GC
1333
Giverny Capital
Quebec, Canada
$462K -$224K -1,075 -34%
HCM
1334
Hodges Capital Management
Texas
$462K
CWS
1335
Cypress Wealth Services
California
$462K +$49.9K +239 +13%
GIP
1336
Greatmark Investment Partners
Georgia
$462K +$433K +2,074 New
BWP
1337
Baldwin Wealth Partners
Massachusetts
$459K +$36.3K +174 +9%
WG
1338
Winton Group
United Kingdom
$458K -$1.34M -6,412 -76%
DCM
1339
Donaldson Capital Management
Indiana
$457K +$140K +669 +48%
NQWM
1340
Northwest Quadrant Wealth Management
Oregon
$456K +$456K +2,186 New
AFP
1341
Ausdal Financial Partners
Iowa
$455K -$8.55K -41 -2%
AT
1342
Arden Trust
Delaware
$453K -$41.5K -199 -9%
STMM
1343
South Texas Money Management
Texas
$453K -$34.4K -165 -7%
SNBOSCI
1344
Security National Bank of Sioux City Iowa
Iowa
$453K
CAW
1345
Cornerstone Advisors (Washington)
Washington
$451K +$12.5K +60 +3%
SGK
1346
Steigerwald Gordon & Koch
Virginia
$446K +$1.04K +5 +0.3%
FPCG
1347
Fort Pitt Capital Group
Pennsylvania
$446K +$18.8K +90 +5%
FGAM
1348
Financial Gravity Asset Management
Texas
$445K -$132K -632 -21%
BIM
1349
Baldwin Investment Management
Pennsylvania
$445K -$41.7K -200 -9%
AAM
1350
American Asset Management
Florida
$445K