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Name Holding Trade Value Shares
Change
Change in
Stake
CA
2201
Cortland Associates
Missouri
$604K +$59.8K +675 +11%
PAM
2202
Premier Asset Management
Illinois
$603K -$178K -2,005 -23%
AMC
2203
Asset Management Corp
Illinois
$602K -$1.33M -14,987 -69%
LFM
2204
LGT Fund Management
Liechtenstein
$602K – – –
AWM
2205
Absher Wealth Management
North Carolina
$600K -$631K -7,123 -52%
OIA
2206
Optimum Investment Advisors
Illinois
$600K -$3.46K -39 -0.6%
CFD
2207
Creative Financial Designs
Indiana
$598K -$201K -2,269 -26%
BC
2208
Belmont Capital
California
$596K – – –
PWM
2209
Paulson Wealth Management
Illinois
$594K +$32.6K +368 +6%
BA
2210
Bristlecone Advisors
Washington
$594K +$166K +1,876 +40%
PA
2211
PSI Advisors
Florida
$592K +$10.4K +117 +2%
RCM
2212
RB Capital Management
Nevada
$591K +$4.17K +47 +0.7%
OWA
2213
Octavia Wealth Advisors
Ohio
$585K -$38.8K -438 -6%
LKIM
2214
Lawson Kroeker Investment Management
Nebraska
$583K -$8.87K -100 -2%
MFG
2215
Magnus Financial Group
New York
$582K +$43.5K +491 +8%
SWM
2216
Sugarloaf Wealth Management
Georgia
$582K +$566K +6,383 New
MTIC
2217
Missouri Trust & Investment Company
Missouri
$578K – – –
BCM
2218
Boltwood Capital Management
California
$577K – – –
TFGT
2219
TS Financial Group (TSFG)
Illinois
$577K +$63.3K +714 +13%
JF
2220
Joule Financial
Kentucky
$577K +$557K +6,280 New
ACA
2221
Atlas Capital Advisors
Wyoming
$577K -$123K -1,388 -18%
CH
2222
Canton Hathaway
Rhode Island
$576K – – –
SIM
2223
SSI Investment Management
California
$576K – – –
MCA
2224
MSH Capital Advisors
Arizona
$576K -$2.75K -31 -0.5%
GFP
2225
Gryphon Financial Partners
Ohio
$574K -$43.1K -486 -7%