Name Holding Trade Value Shares
Change
Change in
Stake
PCM
2551
Pennsylvania Capital Management
Pennsylvania
$491K +$22.3K +196 +5%
PCMM
2552
Piedmont Capital Management (Montana)
Montana
$490K -$210K -1,848 -30%
PVM
2553
Palogic Value Management
Texas
$490K – – –
HBWM
2554
Hollow Brook Wealth Management
New York
$489K +$190K +1,672 +66%
KOCAA
2555
Knights of Columbus Asset Advisors
Connecticut
$489K -$82.8K -729 -15%
EHWM
2556
Eads & Heald Wealth Management
Georgia
$488K -$34.1K -300 -7%
HCP
2557
Holt Capital Partners
Texas
$488K +$196K +1,725 +69%
TCB
2558
Texas Capital Bancshares
Texas
$487K -$33.9K -299 -7%
PM
2559
Penbrook Management
New York
$485K – – –
MWM
2560
Merriman Wealth Management
Washington
$485K +$7.04K +62 +2%
BG
2561
Benedetti & Gucer
Georgia
$485K +$92.5K +815 +24%
AWM
2562
Aberdeen Wealth Management
Illinois
$484K +$454 +4 +0.1%
TFG
2563
Tilson Financial Group
New Jersey
$483K +$681 +6 +0.1%
PCMC
2564
Private Capital Management (Colorado)
Colorado
$482K -$15.1K -133 -3%
NF
2565
Norwood Financial
Pennsylvania
$480K – – –
MWM
2566
MBE Wealth Management
Wisconsin
$478K +$114 +1 +0%
CGH
2567
CMG Global Holdings
Texas
$478K – – –
WI
2568
WrapManager Inc
California
$478K -$38.1K -336 -8%
PWM
2569
Palumbo Wealth Management
New York
$478K -$923K -8,128 -66%
SC
2570
Schubert & Co
Texas
$477K +$2.84K +25 +0.6%
ACA
2571
Affinity Capital Advisors
California
$475K +$4.88K +43 +1%
TFO
2572
Tarbox Family Office
California
$475K – – –
PFWA
2573
Paces Ferry Wealth Advisors
Georgia
$474K +$22.8K +201 +5%
CWG
2574
Crown Wealth Group
North Carolina
$473K -$61.3K -540 -12%
AA
2575
Aire Advisors
California
$473K +$2.5K +22 +0.5%