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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
2301
Plante Moran Financial Advisors
Michigan
$490K -$32.4K -363 -6%
KC
2302
Kingfisher Capital
North Carolina
$489K +$507K +5,678 New
PSB
2303
Piscataqua Savings Bank
New Hampshire
$488K -$15.2K -170 -3%
IAS
2304
Investment Advisory Services
Texas
$488K
BCB
2305
Brian C. Broderick
$487K
IA
2306
Inspire Advisors
Idaho
$485K +$268 +3 +0.1%
SF
2307
Symphony Financial
Texas
$485K +$48.5K +543 +11%
ITIM
2308
Indiana Trust & Investment Management
Indiana
$484K +$45.3K +507 +10%
CIA
2309
Cohen Investment Advisors
New Hampshire
$483K -$31K -347 -6%
DCM
2310
DGS Capital Management
New Jersey
$483K +$70.3K +788 +16%
SMH
2311
Sanders Morris Harris
Texas
$482K
CA
2312
CSM Advisors
Pennsylvania
$481K
FAN
2313
Financial Advisors Network
California
$480K -$17.5K -196 -3%
BFPW
2314
BOK Financial Private Wealth
Colorado
$480K +$2.5K +28 +0.5%
AFP
2315
Ausdal Financial Partners
Iowa
$479K +$31.5K +353 +7%
TP
2316
Tranquility Partners
Tennessee
$477K -$28.5K -319 -5%
OFG
2317
Oxford Financial Group
Indiana
$476K -$159K -1,783 -24%
FNBSF
2318
First National Bank Sioux Falls
South Dakota
$476K -$107K -1,202 -18%
NB
2319
Nicolet Bankshares
Wisconsin
$476K
CPA
2320
Cardiff Park Advisors
California
$475K +$25.8K +289 +6%
RVPG
2321
Relative Value Partners Group
$475K +$492K +5,512 New
WP
2322
Waycross Partners
Kentucky
$474K
SAM
2323
Summit Asset Management
Tennessee
$474K +$4.46K +50 +0.9%
FTC
2324
Farmers Trust Company
Ohio
$472K
SIMM
2325
Stillwater Investment Management (Minnesota)
Minnesota
$472K +$3.66K +41 +0.8%