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Name Holding Trade Value Shares
Change
Change in
Stake
PB
2251
Pinnacle Bancorp
Nebraska
$348K +$138K +1,852 +71%
CMI
2252
Clare Market Investments
Texas
$348K +$333K +4,472 New
DTC
2253
Davidson Trust Company
Washington
$347K -$31.8K -427 -9%
DBIA
2254
Dumont & Blake Investment Advisors
New Jersey
$346K -$2.08K -28 -0.6%
RF
2255
Rollins Financial
Georgia
$346K +$330K +4,443 New
HA
2256
Harfst & Associates
Wyoming
$345K -$219K -2,945 -40%
KOCAA
2257
Knights of Columbus Asset Advisors
Connecticut
$344K -$25.1K -337 -7%
CSA
2258
Cottage Street Advisors
Massachusetts
$344K -$16.7K -225 -5%
WQ
2259
Wealth Quarterback
New Jersey
$342K +$327K +4,390 New
SWK
2260
Stephen W. Kidder
$340K -$18.4K -247 -5%
NVIM
2261
New Vernon Investment Management
Illinois
$340K -$15.6K -210 -5%
JBA
2262
Johnson Bixby & Associates
Washington
$339K -$25.7K -346 -7%
CCM
2263
Crew Capital Management
Ohio
$338K -$15.5K -209 -5%
AWM
2264
Aberdeen Wealth Management
Illinois
$338K +$521 +7 +0.2%
ML
2265
McAdam LLC
Pennsylvania
$337K +$75K +1,009 +30%
ACM
2266
Alethea Capital Management
Washington
$334K -$15.3K -206 -5%
CGH
2267
CMG Global Holdings
Texas
$332K -$15.2K -205 -5%
LWP
2268
Legacy Wealth Planning
Nevada
$332K -$15.2K -205 -5%
GAM
2269
Grandview Asset Management
Pennsylvania
$331K -$13K -175 -4%
SGK
2270
Steigerwald Gordon & Koch
Virginia
$330K -$18.8K -253 -6%
DIA
2271
Davidson Investment Advisors
Montana
$328K -$13.7M -184,136 -98%
GKWIM
2272
Gerber Kawasaki Wealth & Investment Management
California
$328K -$16.7K -224 -5%
KCM
2273
KLK Capital Management
California
$328K +$314K +4,221 New
HWM
2274
Howard Wealth Management
Connecticut
$327K -$15K -202 -5%
PWA
2275
Physician Wealth Advisors
Utah
$326K -$15.7K -211 -5%