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Name Holding Trade Value Shares
Change
Change in
Stake
LSC
2201
Lesa Sroufe & Co
Washington
$393K
ATWA
2202
Arbor Trust Wealth Advisors
Michigan
$392K -$30.1K -408 -7%
SAM
2203
Summit Asset Management
Tennessee
$392K -$5.68K -77 -1%
MF
2204
Montis Financial
Massachusetts
$392K +$811 +11 +0.2%
IF
2205
Ironwood Financial
Arizona
$390K +$295 +4 +0.1%
FPFS
2206
First Personal Financial Services
North Carolina
$389K +$16.6K +225 +4%
S
2207
SimplyRich
California
$387K
OWA
2208
Opal Wealth Advisors
New York
$387K +$99.5K +1,349 +34%
OR
2209
Olympiad Research
Connecticut
$383K
RBC
2210
Roble Belko & Company
Pennsylvania
$383K
SWA
2211
Sax Wealth Advisors
New Jersey
$383K +$94.1K +1,276 +32%
HPC
2212
Hobart Private Capital
North Carolina
$383K -$667K -9,042 -63%
NAMM
2213
NorthStar Asset Management (Massachusetts)
Massachusetts
$382K +$383K +5,188 New
WFMPM
2214
Woodley Farra Manion Portfolio Management
Indiana
$380K -$27.4M -370,843 -99%
DAM
2215
Deltec Asset Management
New York
$380K
SA
2216
Shilanski & Associates
Alaska
$380K +$18.6K +252 +5%
KP
2217
Keel Point
Alabama
$380K +$38.7K +524 +11%
CICI
2218
Capital Investment Counsel Inc
North Carolina
$380K +$381K +5,163 New
TC
2219
Tsai Capital
New York
$379K
ERIM
2220
Eagle Ridge Investment Management
Connecticut
$378K -$20.1K -272 -5%
GSWM
2221
Golden State Wealth Management
California
$376K -$407K -5,512 -52%
SFG
2222
Summit Financial Group
West Virginia
$375K -$5.02K -68 -1%
BIA
2223
BHK Investment Advisors
Alabama
$373K +$3.54K +48 +1%
PCM
2224
Pointe Capital Management
Michigan
$373K +$3.98K +54 +1%
FA
2225
Fortis Advisors
Pennsylvania
$372K +$141K +1,911 +61%