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Name Holding Trade Value Shares
Change
Change in
Stake
GEM
1351
Global Endowment Management
North Carolina
$368K
NB
1352
Nicolet Bankshares
Wisconsin
$367K
PCMK
1353
Paragon Capital Management (Kansas)
Kansas
$367K +$6.29K +49 +2%
TWMP
1354
Taylor Wealth Management Partners
Massachusetts
$367K +$78.4K +610 +30%
TPWA
1355
TRUE Private Wealth Advisors
Oregon
$366K -$2.31K -18 -0.7%
SCG
1356
Sonata Capital Group
Washington
$363K
FWM
1357
Focused Wealth Management
New York
$363K +$16.1K +125 +5%
OWP
1358
Obermeyer Wealth Partners
Colorado
$362K -$15K -117 -4%
AWA
1359
ARS Wealth Advisors
Florida
$362K
WA
1360
WealthTrust Axiom
Pennsylvania
$362K +$128 +1 +0%
MWM
1361
Mission Wealth Management
California
$362K +$334K +2,599 New
HA
1362
Harfst & Associates
Wyoming
$357K -$1.57M -12,216 -83%
SCA
1363
Snowden Capital Advisors
New York
$356K +$328K +2,557 New
IIC
1364
Integrated Investment Consultants
Michigan
$355K +$11.4K +89 +4%
MFW
1365
Mosaic Family Wealth
Missouri
$354K +$43.4K +338 +15%
ZF
1366
Zhang Financial
Michigan
$351K +$323K +2,516 New
LNC
1367
Lincoln National Corp
Pennsylvania
$350K -$315K -2,455 -49%
DCM
1368
Dynamic Capital Management
Jersey
$350K +$323K +2,512 New
MC
1369
Matisse Capital
Oregon
$347K
ACM
1370
Ashford Capital Management
Delaware
$346K
EWM
1371
Empirical Wealth Management
Washington
$345K -$248K -1,930 -44%
CAM
1372
Chesapeake Asset Management
New York
$345K
WHI
1373
William Harris Investors
Illinois
$343K -$12.3K -96 -4%
SNBOSD
1374
Security National Bank of So Dak
Iowa
$343K
ACM
1375
Armbruster Capital Management
New York
$340K -$46.1K -359 -13%