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Name Holding Trade Value Shares
Change
Change in
Stake
NG
1826
Northstar Group
New York
$520K +$79.6K +2,069 +20%
HBWM
1827
Hollow Brook Wealth Management
New York
$517K
BCA
1828
Berman Capital Advisors
Georgia
$516K -$79.8K -2,074 -14%
CCWA
1829
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$516K -$43.3K -1,125 -8%
LFG
1830
LifePlan Financial Group
Ohio
$516K
WIM
1831
Wittenberg Investment Management
Massachusetts
$515K -$12.3K -319 -3%
CCM
1832
Chickasaw Capital Management
Tennessee
$515K
CPIA
1833
Cornell Pochily Investment Advisors
New York
$514K -$43.8K -1,137 -8%
EF
1834
Empirical Finance
Pennsylvania
$511K +$51.5K +1,339 +12%
MSR
1835
Main Street Research
Connecticut
$509K -$108K -2,795 -19%
TAIM
1836
TD Ameritrade Investment Management
Nebraska
$509K +$358K +9,305 +325%
AWM
1837
Aevitas Wealth Management
Massachusetts
$506K +$69.2K +1,798 +17%
AWM
1838
AllSquare Wealth Management
New York
$504K
DLCIG
1839
D.L. Carlson Investment Group
New Hampshire
$503K +$2K +52 +0.4%
TC
1840
Trust Company
Kansas
$501K -$7.74K -201 -2%
WAG
1841
Winthrop Advisory Group
Massachusetts
$500K +$5.58K +145 +1%
LC
1842
Lincoln Capital
Nebraska
$498K +$5.43K +141 +1%
TL
1843
TrueWealth LLC
Georgia
$497K -$12.8K -332 -3%
BCM
1844
Breiter Capital Management
Florida
$495K -$54.4K -1,414 -11%
CISOA
1845
Capital Investment Services of America
Wisconsin
$493K +$57K +1,481 +14%
RA
1846
Rational Advisors
New York
$492K +$177K +4,604 +64%
FAM
1847
Fenimore Asset Management
New York
$491K -$8.12K -211 -2%
SAM
1848
SignalPoint Asset Management
Missouri
$491K -$6.47K -168 -1%
AC
1849
Alexandria Capital
Virginia
$490K -$6.08K -158 -1%
CI
1850
Capital International
California
$489K