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Name Holding Trade Value Shares
Change
Change in
Stake
CWS
1876
Cypress Wealth Services
California
$1.15M +$100K +1,972 +10%
FNC
1877
First National Corp
Massachusetts
$1.15M -$29.6K -581 -3%
S
1878
Surevest
California
$1.15M +$118K +2,321 +12%
WCM
1879
Weik Capital Management
Pennsylvania
$1.15M +$127K +2,500 +13%
ABLA
1880
Alan B. Lancz & Associates
Ohio
$1.15M -$110K -2,157 -9%
GFS
1881
GYL Financial Synergies
Connecticut
$1.14M +$194K +3,812 +21%
NCM
1882
Novare Capital Management
North Carolina
$1.14M +$224K +4,400 +25%
GCA
1883
Gradient Capital Advisors
California
$1.14M +$22.9K +450 +2%
SGK
1884
Steigerwald Gordon & Koch
Virginia
$1.14M +$221K +4,342 +25%
JWM
1885
Jackson Wealth Management
Florida
$1.14M -$1.79M -35,143 -62%
SB
1886
Sunflower Bank
Texas
$1.13M -$1.12M -21,951 -50%
BEI
1887
Benjamin Edwards Inc
Missouri
$1.13M -$65K -1,276 -6%
KLCM
1888
KG&L Capital Management
Louisiana
$1.13M +$114K +2,239 +12%
IWA
1889
IVC Wealth Advisors
Pennsylvania
$1.12M -$4.33K -85 -0.4%
SAM
1890
Sawgrass Asset Management
Florida
$1.12M +$612 +12 +0.1%
AIM
1891
Alhambra Investment Management
Florida
$1.12M +$48.2K +946 +5%
WIA
1892
Westbourne Investment Advisors
Maryland
$1.12M
NG
1893
Northstar Group
New York
$1.12M +$1.53K +30 +0.1%
ACM
1894
Allred Capital Management
Texas
$1.12M -$36.7K -720 -3%
CT
1895
Clearstead Trust
Maine
$1.11M
SCA
1896
Stonebridge Capital Advisors
Minnesota
$1.11M -$45.8K -899 -4%
F
1897
F3Logic
Minnesota
$1.11M +$1.63M +32,030 +625%
TIM
1898
Tevis Investment Management
Texas
$1.11M +$306 +6 +0%
SFP
1899
Sweet Financial Partners
Minnesota
$1.11M +$137K +2,684 +15%
GA
1900
GoalVest Advisory
New York
$1.11M +$1.03M +20,149 +1,544%