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Name Holding Trade Value Shares
Change
Change in
Stake
WMS
5501
Wealth Management Strategies
Pennsylvania
$374K – – –
PWP
5502
PrairieView Wealth Partners
Illinois
$373K – – –
SPP
5503
Single Point Partners
Massachusetts
$373K -$48.4K -264 -11%
ICCON
5504
Investment Counsel Company of Nevada
Nevada
$372K – – –
SIAS
5505
Summit Investment Advisory Services
Minnesota
$370K +$3.49K +19 +0.9%
Check Capital Management
5506
Check Capital Management
California
$369K – – –
SCI
5507
Silver Coast Investments
United States
$368K – – –
SAM
5508
Shikiar Asset Management
New York
$368K +$183 +1 +0%
DIP
5509
Davis Investment Partners
North Carolina
$367K +$50.8K +277 +15%
SP
5510
Saranac Partners
$367K +$1.83M +9,990 New
OCA
5511
Optimus Capital Advisors
Texas
$367K -$44.6K -243 -10%
T
5512
Tableaux
Massachusetts
$366K +$2.75K +15 +0.7%
ACA
5513
Adirondack Capital Advisors
New York
$364K +$43.3K +236 +13%
FDDB
5514
Fidelity D&D Bancorp
Pennsylvania
$364K +$2.57K +14 +0.7%
PMIM
5515
Prudent Man Investment Management
Colorado
$364K -$5.32K -29 -1%
FW
5516
Fairway Wealth
Ohio
$363K -$58.2K -317 -13%
EP
5517
EPIQ Partners
Minnesota
$362K +$104K +568 +38%
PC
5518
Permanens Capital
New York
$362K – – –
FA
5519
FC Advisory
Pennsylvania
$360K – – –
PGA
5520
Portland Global Advisors
Maine
$359K – – –
SAMC
5521
Spectrum Asset Management (California)
California
$359K +$1.1K +6 +0.3%
FNBSF
5522
First National Bank Sioux Falls
South Dakota
$359K -$59.6K -325 -15%
BBNB
5523
Baker Boyer National Bank
Washington
$359K – – –
CWWM
5524
Curry Webb Wealth Management
Indiana
$358K -$22.9K -125 -6%
SDJVC
5525
St. Denis J. Villere & Co
Louisiana
$356K – – –