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Name Holding Trade Value Shares
Change
Change in
Stake
PCMC
1901
Paragon Capital Management (Colorado)
Colorado
$590K +$493 +6 +0.1%
AAM
1902
American Asset Management
Florida
$589K +$50.8K +619 +10%
MCWS
1903
McKinley Carter Wealth Services
West Virginia
$589K +$56.1K +683 +11%
WC
1904
Westhampton Capital
North Carolina
$588K
SMG
1905
Spectrum Management Group
Indiana
$587K
PCTC
1906
Perkins Coie Trust Company
Washington
$586K -$68K -828 -11%
SHGA
1907
Sand Hill Global Advisors
California
$586K +$78.9K +961 +17%
TW
1908
Transform Wealth
Colorado
$584K +$13.5K +164 +2%
BEAM
1909
Baker Ellis Asset Management
Washington
$582K -$1.21M -14,693 -69%
AIA
1910
Alera Investment Advisors
Illinois
$582K +$57.2K +697 +12%
AWM
1911
Altus Wealth Management
Kentucky
$582K +$551K +6,706 New
SWM
1912
Sugarloaf Wealth Management
Georgia
$581K +$550K +6,695 New
NPT
1913
Nixon Peabody Trust
Massachusetts
$577K -$229K -2,788 -30%
PCM
1914
Prelude Capital Management
New York
$573K -$169K -2,060 -24%
CFS
1915
CRA Financial Services
New Jersey
$573K +$44.3K +539 +9%
HFAS
1916
Hummer Financial Advisory Services
Illinois
$573K +$539K +6,557 New
ACH
1917
ArrowMark Colorado Holdings
Colorado
$572K
LA
1918
Legacy Advisors
Pennsylvania
$572K +$37K +450 +7%
TFGT
1919
TS Financial Group (TSFG)
Illinois
$570K
HWM
1920
Howard Wealth Management
Connecticut
$569K +$539K +6,559 New
MWVC
1921
Morgens Waterfall Vintiadis & Co
New York
$568K
SIAS
1922
Shine Investment Advisory Services
Colorado
$567K +$14.3K +174 +3%
JA
1923
JOYN Advisors
Georgia
$566K +$12.4K +151 +2%
SAM
1924
Shikiar Asset Management
New York
$564K -$81.7K -995 -13%
BCCM
1925
Bridge Creek Capital Management
Massachusetts
$563K +$41.1K +501 +8%