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Name Holding Trade Value Shares
Change
Change in
Stake
AR
1301
Advisory Research
Illinois
$478K -$1.83K -13 -0.4%
BIAS
1302
Beacon Investment Advisory Services
New Jersey
$478K – – –
HCM
1303
Hutchinson Capital Management
California
$478K – – –
RWA
1304
River Wealth Advisors
Pennsylvania
$474K -$25K -177 -5%
RIG
1305
Roosevelt Investment Group
New York
$474K +$2.4K +17 +0.5%
IWC
1306
Integrated Wealth Counsel
California
$471K – – –
PMG
1307
ProVise Management Group
Florida
$470K +$32.9K +233 +8%
NCM
1308
Northroad Capital Management
New York
$469K -$23.4K -166 -5%
MKC
1309
M. Kraus & Co
Vermont
$469K +$141 +1 +0%
DI
1310
Diligent Investors
California
$469K +$115K +814 +34%
SCA
1311
Sippican Capital Advisors
Massachusetts
$468K -$33.8K -240 -7%
AWA
1312
ARS Wealth Advisors
Florida
$468K +$84.3K +598 +23%
RDM
1313
Retirement Design & Management
Connecticut
$467K +$192K +1,361 +74%
GBT
1314
Grove Bank & Trust
Florida
$465K -$3.95K -28 -0.9%
CIP
1315
Capital Insight Partners
Arizona
$462K +$12.4K +88 +3%
CA
1316
Cambridge Advisors
Nebraska
$455K +$16.9K +120 +4%
Members Trust
1317
Members Trust
Florida
$455K +$437K +3,101 New
FAM
1318
Foresters Asset Management
Ontario, Canada
$455K +$439K +3,110 New
CCM
1319
Cribstone Capital Management
Maine
$451K – – –
PCM
1320
Perkins Capital Management
Minnesota
$451K – – –
ECM
1321
EagleClaw Capital Management
Massachusetts
$450K – – –
Handelsbanken Fonder
1322
Handelsbanken Fonder
Sweden
$450K – – –
UR
1323
USCA RIA
Texas
$449K -$68.8K -488 -14%
LCM
1324
Liberty Capital Management
Michigan
$449K +$2.54K +18 +0.6%
SIA
1325
Starfire Investment Advisers
Michigan
$447K – – –