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Name Holding Trade Value Shares
Change
Change in
Stake
EPWM
2451
Essex Private Wealth Management
Massachusetts
$526K +$122K +4,440 +33%
IP
2452
Ignite Planners
California
$526K +$556K +20,210 New
CCM
2453
Carlson Capital Management
Minnesota
$525K +$68.5K +2,490 +16%
SC
2454
Seldon Capital
California
$525K +$491K +17,840 New
CYG
2455
Clean Yield Group
Vermont
$524K – – –
RA
2456
Rodgers & Associates
Pennsylvania
$524K +$275 +10 +0.1%
JAM
2457
JCIC Asset Management
Ontario, Canada
$523K +$41.3K +1,500 +9%
PPWM
2458
Paragon Private Wealth Management
Kentucky
$521K +$488K +17,720 New
GD
2459
Grandfield & Dodd
New York
$520K – – –
Horizon Kinetics Asset Management
2460
Horizon Kinetics Asset Management
New York
$518K – – –
SGI
2461
Summit Global Investments
Utah
$518K +$144K +5,250 +42%
CIAS
2462
CFS Investment Advisory Services
New Jersey
$517K -$45.7K -1,660 -7%
MAM
2463
McLean Asset Management
Virginia
$517K +$233K +8,480 +85%
DSN
2464
D. Scott Neal
Kentucky
$516K -$16.8K -610 -3%
Jones Financial Companies
2465
Jones Financial Companies
Missouri
$516K +$73.7K +2,680 +18%
CP
2466
Coho Partners
Pennsylvania
$515K -$13.8K -500 -3%
RC
2467
RBO & Co
California
$511K – – –
KCM
2468
Kanawha Capital Management
Virginia
$510K -$27.5K -1,000 -5%
BA
2469
Ballast Advisors
Minnesota
$509K – – –
FAN
2470
Financial Advisors Network
California
$509K +$2.2K +80 +0.5%
DI
2471
DAGCO Inc
Ohio
$508K – – –
RWM
2472
Reston Wealth Management
Virginia
$508K – – –
I
2473
INVST
Indiana
$508K +$12.4K +450 +2%
EBSAM
2474
Eubel Brady & Suttman Asset Management
Ohio
$507K -$215K -7,810 -31%
UI
2475
Unconventional Investor
New Hampshire
$505K +$472K +17,160 New