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Name Holding Trade Value Shares
Change
Change in
Stake
JFA
1926
JNBA Financial Advisors
Minnesota
$405K +$12K +150 +3%
SIA
1927
Starfire Investment Advisers
Michigan
$404K – – –
MPIA
1928
Mountain Pacific Investment Advisers
Idaho
$402K – – –
PW
1929
Price Wealth
Texas
$400K – – –
GFS
1930
GYL Financial Synergies
Connecticut
$399K +$181K +2,255 +83%
BOS
1931
Bank of Stockton
California
$397K – – –
LCAM
1932
London & Capital Asset Management
United Kingdom
$397K +$158K +1,967 +66%
CICI
1933
Capital Investment Counsel Inc
North Carolina
$394K -$8.34K -104 -2%
AWM
1934
AllSquare Wealth Management
New York
$394K – – –
AAP
1935
Arax Advisory Partners
Colorado
$393K +$240 +3 +0.1%
SIC
1936
Sigma Investment Counselors
Michigan
$393K +$101K +1,254 +34%
NCM
1937
Northside Capital Management
Oregon
$393K +$392K +4,897 New
TAM
1938
Taurus Asset Management
New York
$392K – – –
CCM
1939
Condor Capital Management
New Jersey
$390K +$561 +7 +0.1%
AFG
1940
Albion Financial Group
Utah
$389K -$1.65M -20,646 -81%
SCM
1941
SOL Capital Management
Maryland
$389K -$51.9K -648 -12%
LFA
1942
Legacy Financial Advisors
Kentucky
$389K -$26.2K -327 -6%
MGAM
1943
McGowan Group Asset Management
Texas
$389K -$12K -150 -3%
Edgewood Management
1944
Edgewood Management
Connecticut
$388K – – –
LHC
1945
Little House Capital
Massachusetts
$388K +$6.01K +75 +2%
FPCP
1946
Fort Point Capital Partners
California
$388K +$184K +2,299 +91%
BS
1947
Bessemer Securities
New York
$387K – – –
CIC
1948
Chilton Investment Company
Connecticut
$386K -$465K -5,797 -55%
EIG
1949
Ellenbecker Investment Group
Wisconsin
$385K -$80 -1 -0%
VV
1950
Verity & Verity
South Carolina
$385K – – –