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Name Holding Trade Value Shares
Change
Change in
Stake
DAS
1251
Dynamic Advisor Solutions
Arizona
$412K +$229K +1,864 +115%
BAM
1252
Burnham Asset Management
New York
$411K
BCM
1253
Boltwood Capital Management
California
$410K
BW
1254
Bison Wealth
Georgia
$409K +$7.38K +60 +2%
AR
1255
Advisory Research
Illinois
$408K -$369 -3 -0.1%
BMCMI
1256
Bryn Mawr Capital Management Inc
Pennsylvania
$408K +$129K +1,050 +44%
SCA
1257
Sippican Capital Advisors
Massachusetts
$407K
BIAS
1258
Beacon Investment Advisory Services
New Jersey
$406K -$18.8K -153 -4%
PIA
1259
Peachtree Investment Advisors
Georgia
$404K
BCM
1260
BBT Capital Management
Texas
$403K +$418K +3,400 New
PAG
1261
Pinnacle Advisory Group
Maryland
$402K +$1.37M +11,152 +622%
UR
1262
USCA RIA
Texas
$400K -$35.8K -291 -8%
BSB
1263
Bangor Savings Bank
Maine
$399K -$57.3K -466 -12%
W
1264
Wealthquest
Ohio
$399K +$414K +3,367 New
CA
1265
Cambridge Advisors
Nebraska
$397K -$7.38K -60 -2%
LCS
1266
Levin Capital Strategies
New York
$397K
Koshinski Asset Management
1267
Koshinski Asset Management
Illinois
$395K +$65.2K +530 +21%
BRWA
1268
B. Riley Wealth Advisors
Florida
$392K +$186K +1,509 +84%
HCM
1269
Hutchinson Capital Management
California
$387K
FFC
1270
First Financial Corp
Indiana
$386K -$149K -1,208 -27%
WRM
1271
Weybosset Research & Management
Rhode Island
$386K
CAM
1272
Chesapeake Asset Management
New York
$384K
KT
1273
Kanaly Trust
Texas
$383K +$64.8K +527 +20%
FWP
1274
FAS Wealth Partners
Kansas
$382K -$1.97K -16 -0.5%
MKC
1275
M. Kraus & Co
Vermont
$379K