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Name Holding Trade Value Shares
Change
Change in
Stake
KWM
2201
Kolinsky Wealth Management
New Jersey
$842K +$13.4K +118 +2%
VCM
2202
Vivaldi Capital Management
Illinois
$841K +$40.3K +355 +5%
TRIA
2203
Trail Ridge Investment Advisors
Colorado
$840K -$16.2K -143 -2%
VIA
2204
Virtus Investment Advisers
Connecticut
$838K – – –
SFG
2205
Summit Financial Group
West Virginia
$837K – – –
CS
2206
Crescent Sterling
Louisiana
$834K -$341 -3 -0%
OCM
2207
Orion Capital Management
California
$828K -$90.8K -800 -10%
Harvest Fund Management
2208
Harvest Fund Management
China
$827K -$601K -5,294 -42%
SN
2209
Sittner & Nelson
Oregon
$827K -$16.9K -149 -2%
AC
2210
ASB Consultores
Florida
$826K -$35.9K -316 -4%
Callan Family Office
2211
Callan Family Office
Pennsylvania
$825K -$53.3K -469 -6%
Capital Advisors Inc
2212
Capital Advisors Inc
Oklahoma
$825K +$53.9K +475 +7%
Stonehage Fleming Financial Services
2213
Stonehage Fleming Financial Services
Jersey
$824K -$537K -4,731 -40%
KFP
2214
KB Financial Partners
New Jersey
$823K -$585K -5,155 -42%
CCP
2215
Cassia Capital Partners
North Carolina
$822K +$127K +1,119 +19%
SP
2216
Successful Portfolios
Florida
$821K -$43.6K -384 -5%
HC
2217
Hamilton Capital
Ohio
$820K -$19.6K -173 -2%
OFG
2218
OmniStar Financial Group
North Carolina
$820K -$577K -5,085 -42%
GAM
2219
Grandview Asset Management
Pennsylvania
$819K +$341K +3,000 +73%
MSCM
2220
McElhenny Sheffield Capital Management
Texas
$819K +$806K +7,097 New
SPC
2221
Stewart & Patten Company
California
$819K +$28.4K +250 +4%
CWM
2222
Compass Wealth Management
Connecticut
$817K -$5.68K -50 -0.7%
SIC
2223
Sterling Investment Counsel
New York
$815K -$228K -2,004 -22%
RFG
2224
Range Financial Group
Oregon
$815K -$1.43M -12,601 -64%
Fenimore Asset Management
2225
Fenimore Asset Management
New York
$815K – – –