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Name Holding Trade Value Shares
Change
Change in
Stake
VWM
1951
Vigilare Wealth Management
Arizona
$589K -$128K -3,493 -18%
SFI
1952
SPC Financial Inc
Maryland
$587K -$16.1K -440 -3%
TF
1953
Trek Financial
Arizona
$586K -$130K -3,551 -18%
CGA
1954
Crescent Grove Advisors
Illinois
$586K -$23.8K -649 -4%
FC
1955
Forte Capital
New York
$586K +$54.5K +1,485 +10%
CCM
1956
Carlson Capital Management
Minnesota
$585K -$4.47K -122 -0.8%
PP
1957
Professional Planning
California
$585K +$583K +15,890 New
RGC
1958
Roberts, Glore & Co
Illinois
$584K -$37.2K -1,015 -6%
EVC
1959
Eidelman Virant Capital
Missouri
$583K -$236K -6,442 -29%
BAAM
1960
Baker Avenue Asset Management
California
$582K -$91.7K -2,500 -14%
III
1961
Independent Investors Inc
New York
$582K -$31.3K -854 -5%
PA
1962
Procyon Advisors
Connecticut
$582K +$50.8K +1,384 +10%
I
1963
INVST
Indiana
$581K +$56.5K +1,539 +11%
APC
1964
Aspire Private Capital
North Carolina
$580K -$38.4K -1,046 -6%
MPIA
1965
Mountain Pacific Investment Advisers
Idaho
$580K -$11.6K -315 -2%
RBC
1966
Roble Belko & Company
Pennsylvania
$577K -$31K -846 -5%
CPIA
1967
Cornell Pochily Investment Advisors
New York
$576K +$37 +1 +0%
MG
1968
Mather Group
Illinois
$574K -$33.3K -909 -6%
CC
1969
Colrain Capital
Massachusetts
$574K -$30.9K -842 -5%
JF
1970
JSF Financial
California
$574K +$28.4K +773 +5%
VFP
1971
Verus Financial Partners
Virginia
$573K -$475K -12,943 -45%
UF
1972
Univest Financial
Pennsylvania
$573K -$75K -2,045 -12%
SWA
1973
Sightline Wealth Advisors
Connecticut
$573K +$571K +15,565 New
PTB
1974
Pioneer Trust Bank
Oregon
$572K -$30.8K -839 -5%
SIC
1975
Sigma Investment Counselors
Michigan
$572K +$570K +15,527 New