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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
2201
Sunbeam Capital Management
Georgia
$951K +$7.84K +67 +0.9%
CSI
2202
Cross Staff Investments
New York
$951K
SC
2203
Sapient Capital
Indiana
$948K -$1.06M -9,075 -55%
MFG
2204
Magnus Financial Group
New York
$945K -$2.93K -25 -0.3%
BWP
2205
Barlow Wealth Partners
Kentucky
$944K
SWA
2206
SOA Wealth Advisors
New York
$943K +$34.6K +296 +4%
YIM
2207
Yoffe Investment Management
Pennsylvania
$943K
RFA
2208
Resurgent Financial Advisors
Georgia
$942K +$220K +1,878 +34%
GSC
2209
G&S Capital
Colorado
$941K -$117 -1 -0%
ONST
2210
Old North State Trust
North Carolina
$941K -$133K -1,137 -13%
AP
2211
Appleton Partners
Massachusetts
$939K +$110K +939 +15%
SAM
2212
Summit Asset Management
Tennessee
$939K +$101K +864 +13%
AOI
2213
Auto-Owners Insurance
Michigan
$938K
SFM
2214
Systematic Financial Management
New Jersey
$938K
MHC
2215
May Hill Capital
Massachusetts
$938K -$1.17K -10 -0.1%
RPWA
2216
Regent Peak Wealth Advisors
Georgia
$938K +$12.6K +108 +2%
UAML
2217
US Asset Management LLC
Pennsylvania
$935K
GWI
2218
Grace & White Inc
New York
$934K
VWM
2219
Vigilare Wealth Management
Arizona
$934K +$642K +5,482 +307%
AGP
2220
Autumn Glory Partners
Texas
$932K -$231K -1,971 -21%
PC
2221
Port Capital
Illinois
$931K -$30.6K -261 -3%
SEIA
2222
Signature Estate & Investment Advisors
California
$929K +$70.2K +600 +9%
BST
2223
Bath Savings Trust
Maine
$929K +$175K +1,494 +26%
IP
2224
Ignite Planners
California
$929K +$43.1K +368 +5%
SWM
2225
Sendero Wealth Management
Texas
$928K +$279K +2,380 +49%