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Name Holding Trade Value Shares
Change
Change in
Stake
SDWIA
1301
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.03M +$25.9K +155 +3%
OPTFSNA
1302
Old Point Trust & Financial Services N A
Virginia
$1.03M -$11.7K -70 -1%
BFA
1303
Beaumont Financial Advisors
Massachusetts
$1.03M +$1.33K +8 +0.1%
CAAS
1304
Capital Asset Advisory Services
Michigan
$1.03M -$4K -24 -0.4%
KFGK
1305
Keystone Financial Group (Kentucky)
Kentucky
$1.02M +$48.1K +288 +5%
IEFM
1306
IQ EQ Fund Management
Ireland
$1.02M -$2.38M -14,257 -70%
EGM
1307
Engineers Gate Manager
New York
$1.01M -$511K -3,060 -33%
PIM
1308
Progressive Investment Management
Oregon
$1.01M – – –
FAM
1309
Formidable Asset Management
Ohio
$1.01M +$167 +1 +0%
KA
1310
Kovack Advisors
Florida
$1.01M +$35.9K +215 +4%
FHB
1311
First Hawaiian Bank
Hawaii
$1.01M -$991K -5,938 -49%
WPW
1312
Waldron Private Wealth
Pennsylvania
$1.01M -$157K -942 -13%
BTWM
1313
Baker Tilly Wealth Management
Wisconsin
$1.01M +$48.2K +289 +5%
PBC
1314
Pavion Blue Capital
California
$1M – – –
MKC
1315
M. Kraus & Co
Vermont
$995K -$8.34K -50 -0.8%
HCM
1316
Harvey Capital Management
Florida
$993K – – –
CBTWT
1317
Community Bank & Trust (Waco, Texas)
Texas
$989K -$49.9K -299 -5%
EWM
1318
Empirical Wealth Management
Washington
$989K +$166K +997 +20%
I
1319
INVST
Indiana
$987K +$158K +945 +19%
MW
1320
Marcum Wealth
Ohio
$985K -$117K -699 -11%
SCM
1321
Salem Capital Management
Massachusetts
$983K – – –
SS
1322
Simplicity Solutions
Minnesota
$983K +$196K +1,174 +25%
ESB
1323
Essex Savings Bank
Connecticut
$982K +$12.2K +73 +1%
PG
1324
Patten Group
Tennessee
$980K +$39.9K +239 +4%
PWM
1325
PRW Wealth Management
Massachusetts
$980K +$985K +5,900 New