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Name Holding Trade Value Shares
Change
Change in
Stake
AL
4426
Arnhold LLC
New York
$710K
TWA
4427
Tandem Wealth Advisors
Arizona
$710K -$10.6K -32 -1%
CFS
4428
CGC Financial Services
Oregon
$707K -$269K -814 -27%
FWM
4429
ForthRight Wealth Management
Georgia
$702K -$28.7K -87 -4%
HCM
4430
Horrell Capital Management
Arkansas
$698K
HFW
4431
Horizon Family Wealth
Illinois
$697K +$1.32K +4 +0.2%
FAM
4432
Fenimore Asset Management
New York
$695K -$463K -1,400 -39%
SAM
4433
Sequent Asset Management
Texas
$694K +$16.5K +50 +2%
PI
4434
Pachira Investments
California
$694K +$94.5K +286 +15%
OCFG
4435
O'Connor Financial Group
Illinois
$692K +$10.2K +31 +1%
TCG
4436
Tremblant Capital Group
Florida
$691K +$75.7K +229 +12%
GCL
4437
Gouws Capital LLC
North Carolina
$688K
TFG
4438
Tilson Financial Group
New Jersey
$688K +$720K +2,180 New
VEA
4439
Virtus ETF Advisers
New York
$686K -$174K -528 -20%
FI
4440
FIDELIS iM
Oregon
$685K +$661 +2 +0.1%
IPW
4441
Intergy Private Wealth
Colorado
$685K +$34K +103 +5%
LAM
4442
Lingohr Asset Management
Germany
$683K +$16.5K +50 +2%
WIM
4443
Warwick Investment Management
Texas
$683K +$661 +2 +0.1%
BAG
4444
Bridgewealth Advisory Group
California
$679K +$37K +112 +5%
APS
4445
American Planning Services
Florida
$676K +$44.9K +136 +7%
EP
4446
EPIQ Partners
Minnesota
$675K
GRQ
4447
Gardner Russo & Quinn
Pennsylvania
$673K -$33.4K -101 -5%
PC
4448
Prairiewood Capital
North Dakota
$672K
JC
4449
Jentner Corp
Ohio
$669K
KCM
4450
Kendall Capital Management
Maryland
$668K -$50.2K -152 -7%