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Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
1301
Triangle Securities Wealth Management
North Carolina
$932K -$6.85K -46 -0.7%
FP
1302
Fiduciary Planning
Florida
$929K -$15.2K -102 -2%
FAM
1303
Formidable Asset Management
Ohio
$929K +$14.9K +100 +2%
BRM
1304
Boston Research & Management
Massachusetts
$928K -$30.2K -203 -3%
MLL
1305
Moody Lynn & Lieberson
Massachusetts
$927K -$169K -1,136 -15%
HSA
1306
Hussman Strategic Advisors
Maryland
$924K +$374K +2,511 +68%
VWMG
1307
Virginia Wealth Management Group
Virginia
$924K +$927K +6,223 New
IP
1308
Intellectus Partners
California
$923K +$11.9K +80 +1%
KA
1309
Kovack Advisors
Florida
$922K +$9.98K +67 +1%
TMAM
1310
Tokio Marine Asset Management
Japan
$922K +$53K +356 +6%
PAM
1311
Premier Asset Management
Illinois
$920K -$724K -4,861 -44%
WCM
1312
Weik Capital Management
Pennsylvania
$918K -$327K -2,195 -26%
WTA
1313
Washington Trust Advisors
Massachusetts
$917K +$920K +6,173 New
TT
1314
TI-Trust
Illinois
$916K +$918K +6,165 New
CCA
1315
Checchi Capital Advisers
California
$914K -$42.8K -287 -4%
SDWIA
1316
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$914K
MPIA
1317
Mountain Pacific Investment Advisers
Idaho
$912K -$62.3K -418 -6%
CYG
1318
Clean Yield Group
Vermont
$911K
ABLA
1319
Alan B. Lancz & Associates
Ohio
$909K +$912K +6,124 New
PIM
1320
Progressive Investment Management
Oregon
$907K
CT
1321
Clearstead Trust
Maine
$902K +$499K +3,348 +254%
SCM
1322
Shelton Capital Management
Colorado
$901K -$20.4K -137 -2%
PBC
1323
Pavion Blue Capital
California
$898K
ANTB
1324
AMG National Trust Bank
Colorado
$897K -$1.6M -10,739 -64%
MSFS
1325
Main Street Financial Solutions
Pennsylvania
$897K +$35.3K +237 +4%