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Name Holding Trade Value Shares
Change
Change in
Stake
UCI
2151
Uncommon Cents Investing
Wisconsin
$492K -$5.83K -40 -1%
Wealth Enhancement Advisory Services
2152
Wealth Enhancement Advisory Services
Minnesota
$492K +$12.5K +86 +3%
BHB
2153
Bank Hapoalim BM
Israel
$492K +$142K +978 +42%
JCIA
2154
Jackson Creek Investment Advisors
Colorado
$492K +$484K +3,321 New
LC
2155
Landaas & Company
Wisconsin
$489K +$4.52K +31 +0.9%
MAG
2156
MRA Advisory Group
New Jersey
$488K -$33.9K -233 -7%
BWM
2157
Birchcreek Wealth Management
Ohio
$487K – – –
HC
2158
HNP Capital
New York
$485K -$14.6K -100 -3%
VRM
2159
Vectors Research Management
New York
$485K -$14.6K -100 -3%
IIM
2160
Ironwood Investment Management
Massachusetts
$484K – – –
AA
2161
Alesco Advisors
New York
$484K +$29.1K +200 +7%
ACM
2162
AlphaStar Capital Management
North Carolina
$484K +$103K +705 +28%
FIM
2163
Freedom Investment Management
Connecticut
$483K +$16.6K +114 +4%
RFM
2164
Royal Fund Management
Florida
$482K +$26.2K +180 +6%
TFF
2165
The Family Firm
Maryland
$479K -$18.9K -130 -4%
FPCP
2166
Fort Point Capital Partners
California
$478K – – –
HHGA
2167
Halbert Hargrove Global Advisors
California
$477K -$13.8K -95 -3%
PD
2168
Planning Directions
Pennsylvania
$476K +$42.5K +292 +10%
SHGA
2169
Sand Hill Global Advisors
California
$476K +$103K +710 +28%
RHJA
2170
Rice Hall James & Associates
California
$475K -$58K -398 -11%
LB
2171
Leo Brokerage
Texas
$474K -$26.5K -182 -5%
SFP
2172
Sterling Financial Planning
New Jersey
$474K +$291 +2 +0.1%
SFP
2173
Shepherd Financial Partners
Massachusetts
$473K +$1.46K +10 +0.3%
SFI
2174
SPC Financial Inc
Maryland
$472K -$29.1K -200 -6%
SFG
2175
StrategIQ Financial Group
Indiana
$471K -$29.1K -200 -6%