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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1651
Executive Wealth Management
Michigan
$300K +$312K +1,881 New
CCM
1652
Carderock Capital Management
Maryland
$298K -$1.2M -7,208 -79%
NCM
1653
Northstar Capital Management
New York
$298K
GCA
1654
Greenwood Capital Associates
South Carolina
$298K +$310K +1,868 New
PHS
1655
Pekin Hardy Strauss
Illinois
$297K
PV
1656
Private Vista
Illinois
$295K -$33.5K -202 -10%
AIA
1657
Avalon Investment & Advisory
Texas
$295K -$7.14K -43 -2%
PIM
1658
Provident Investment Management
Michigan
$295K
CT
1659
Clearstead Trust
Maine
$295K +$31.9K +192 +12%
TW
1660
TrinityPoint Wealth
Connecticut
$294K +$307K +1,847 New
SC
1661
Sepio Capital
Utah
$293K +$306K +1,841 New
FCM
1662
Fairbanks Capital Management
California
$289K
HDIM
1663
Hanson & Doremus Investment Management
Vermont
$288K -$7.47K -45 -2%
BCM
1664
BTC Capital Management
Iowa
$288K +$300K +1,810 New
LA
1665
LVW Advisors
New York
$288K +$301K +1,811 New
CCM
1666
Copeland Capital Management
Pennsylvania
$287K
MME
1667
Meag Munich Ergo
Germany
$287K
MWPCG
1668
Measured Wealth Private Client Group
New Hampshire
$286K -$198K -1,193 -40%
CIC
1669
Cutler Investment Counsel
Oregon
$286K
EM
1670
ELCO Management
New York
$286K
ACM
1671
Argent Capital Management
Missouri
$285K +$33.7K +203 +13%
PBO
1672
Peoples Bank (Ohio)
Ohio
$285K +$81.8K +493 +38%
NA
1673
Nottingham Advisors
New York
$284K
NQWM
1674
Northwest Quadrant Wealth Management
Oregon
$284K +$1.33K +8 +0.5%
EWF
1675
Epstein & White Financial
California
$284K +$15.3K +92 +5%