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Name Holding Trade Value Shares
Change
Change in
Stake
DCM
1901
DGS Capital Management
New Jersey
$625K +$9.22K +28 +2%
SHFA
1902
SS&H Financial Advisors
Michigan
$621K -$8.23K -25 -1%
CS
1903
Crescent Sterling
Louisiana
$620K +$587K +1,783 New
RGF
1904
Retirement Guys Formula
Ohio
$620K +$69.8K +212 +14%
FPAS
1905
Focus Partners Advisor Solutions
Missouri
$619K -$126K -383 -18%
MS
1906
Mizuho Securities
Japan
$619K +$197K +597 +50%
EWM
1907
Evermay Wealth Management
Virginia
$615K -$171K -520 -23%
ZIG
1908
Zuckerman Investment Group
Illinois
$614K +$82.6K +251 +17%
TIA
1909
Traphagen Investment Advisors
New Jersey
$613K +$77.4K +235 +15%
HPG
1910
Harvest Portfolios Group
Ontario, Canada
$611K +$579K +1,758 New
Jones Financial Companies
1911
Jones Financial Companies
Missouri
$611K +$129K +391 +29%
AF
1912
Alerus Financial
North Dakota
$611K -$5.01M -15,230 -90%
BWP
1913
Baldwin Wealth Partners
Massachusetts
$609K -$91.2K -277 -14%
CIC
1914
Crawford Investment Counsel
Georgia
$609K +$40.8K +124 +8%
SAM
1915
Sompo Asset Management
Japan
$609K -$362K -1,100 -39%
TF
1916
Trek Financial
Arizona
$606K -$124K -377 -18%
TAM
1917
Taurus Asset Management
New York
$606K – – –
SIMG
1918
Sonora Investment Management Group
Arizona
$605K +$40.2K +122 +8%
CIG
1919
Cascade Investment Group
Colorado
$605K +$573K +1,741 New
NMG
1920
New Millennium Group
Utah
$605K -$37.9K -115 -6%
KC
1921
Knuff & Co
California
$605K – – –
CC
1922
Corton Capital
Ontario, Canada
$605K +$1.65K +5 +0.3%
LIA
1923
LBMC Investment Advisors
Tennessee
$604K – – –
OPA
1924
Old Port Advisors
Maine
$602K -$2.63K -8 -0.5%
BFO
1925
Boston Family Office
Massachusetts
$602K – – –