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Name Holding Trade Value Shares
Change
Change in
Stake
IP
2451
Ignite Planners
California
$526K +$556K +20,210 New
CCM
2452
Carlson Capital Management
Minnesota
$525K +$68.5K +2,490 +16%
SC
2453
Seldon Capital
California
$525K +$491K +17,840 New
CYG
2454
Clean Yield Group
Vermont
$524K
RA
2455
Rodgers & Associates
Pennsylvania
$524K +$275 +10 +0.1%
JAM
2456
JCIC Asset Management
Ontario, Canada
$523K +$41.3K +1,500 +9%
PPWM
2457
Paragon Private Wealth Management
Kentucky
$521K +$488K +17,720 New
GD
2458
Grandfield & Dodd
New York
$520K
HKAM
2459
Horizon Kinetics Asset Management
New York
$518K
SGI
2460
Summit Global Investments
Utah
$518K +$144K +5,250 +42%
CIAS
2461
CFS Investment Advisory Services
New Jersey
$517K -$45.7K -1,660 -7%
MAM
2462
McLean Asset Management
Virginia
$517K +$233K +8,480 +85%
DSN
2463
D. Scott Neal
Kentucky
$516K -$16.8K -610 -3%
Jones Financial Companies
2464
Jones Financial Companies
Missouri
$516K +$73.7K +2,680 +18%
CP
2465
Coho Partners
Pennsylvania
$515K -$13.8K -500 -3%
RC
2466
RBO & Co
California
$511K
KCM
2467
Kanawha Capital Management
Virginia
$510K -$27.5K -1,000 -5%
BA
2468
Ballast Advisors
Minnesota
$509K
FAN
2469
Financial Advisors Network
California
$509K +$2.2K +80 +0.5%
DI
2470
DAGCO Inc
Ohio
$508K
RWM
2471
Reston Wealth Management
Virginia
$508K
I
2472
INVST
Indiana
$508K +$12.4K +450 +2%
EBSAM
2473
Eubel Brady & Suttman Asset Management
Ohio
$507K -$215K -7,810 -31%
UI
2474
Unconventional Investor
New Hampshire
$505K +$472K +17,160 New
SI
2475
Saxon Interests
Texas
$505K +$500K +18,160 New