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Name Holding Trade Value Shares
Change
Change in
Stake
WIA
1776
Westbourne Investment Advisors
Maryland
$825K – – –
CHAM
1777
Clear Harbor Asset Management
Connecticut
$823K -$27.2K -200 -3%
NERM
1778
New England Research & Management
Illinois
$823K – – –
BO
1779
BRR OpCo
Ohio
$823K +$47.3K +348 +6%
HB
1780
Horizon Bancorp
Indiana
$822K +$32K +235 +4%
AWP
1781
Ascent Wealth Partners
New York
$819K -$67.6K -497 -8%
VCM
1782
Vivaldi Capital Management
Illinois
$819K -$8.84K -65 -1%
VWA
1783
V Wealth Advisors
Kansas
$816K -$2M -14,726 -71%
DIA
1784
Dana Investment Advisors
Wisconsin
$815K -$24.5M -180,138 -97%
PFC
1785
Poplar Forest Capital
California
$812K – – –
ECM
1786
Elgethun Capital Management
South Dakota
$812K +$136 +1 +0%
RIA
1787
Realta Investment Advisors
Delaware
$812K +$61.9K +455 +8%
HPWM
1788
Highland Private Wealth Management
Washington
$811K +$31.7K +233 +4%
Wolverine Trading
1789
Wolverine Trading
Illinois
$810K +$803K +5,907 New
BCP
1790
Blackhawk Capital Partners
Wisconsin
$808K -$61.1K -449 -7%
TFS
1791
Thoroughbred Financial Services
Tennessee
$803K -$74.3K -546 -9%
SFM
1792
Signet Financial Management
New Jersey
$801K +$70.9K +521 +10%
CC
1793
Cadinha & Co
Hawaii
$801K +$129K +950 +20%
WFM
1794
Wolff Financial Management
Michigan
$797K +$272 +2 +0%
CRWM
1795
Castle Rock Wealth Management
California
$797K +$104K +768 +16%
FCA
1796
FinTrust Capital Advisors
South Carolina
$797K +$150K +1,106 +24%
KCPG
1797
Kavar Capital Partners Group
Kansas
$797K +$439K +3,224 +127%
VA
1798
Valmark Advisers
Ohio
$796K +$25.6K +188 +3%
SWA
1799
Sutton Wealth Advisors
Florida
$796K +$28.4K +209 +4%
W
1800
WealthStone
Ohio
$789K -$143K -1,052 -16%