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Name Holding Trade Value Shares
Change
Change in
Stake
FIM
1951
Fernwood Investment Management
Massachusetts
$1.02M
EWM
1952
Elmwood Wealth Management
California
$1.02M +$9.16K +191 +1%
NFA
1953
Northern Financial Advisors
Michigan
$1.01M +$948K +19,774 New
FZCM
1954
Flynn Zito Capital Management
New York
$1.01M -$29.5K -616 -3%
SFB
1955
STAR Financial Bank
Indiana
$1.01M +$946K +19,727 New
PCMC
1956
Paragon Capital Management (Colorado)
Colorado
$1.01M
DF
1957
Donoghue Forlines
Massachusetts
$1.01M -$199K -4,158 -17%
PAIM
1958
Punch & Associates Investment Management
Minnesota
$1.01M
CCP
1959
Clough Capital Partners
Massachusetts
$1M +$940K +19,600 New
WP
1960
WealthShield Partners
North Carolina
$1M +$114K +2,388 +14%
CCWA
1961
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1M +$63K +1,313 +7%
PFGIA
1962
Patriot Financial Group Insurance Agency
Massachusetts
$1M +$98.2K +2,048 +12%
RCA
1963
Ranch Capital Advisors
Florida
$1M -$11.1K -232 -1%
NAM
1964
NorthCrest Asset Manangement
Minnesota
$1M -$19.6M -408,841 -95%
TSWM
1965
Tyler-Stone Wealth Management
Ohio
$999K -$765K -15,947 -45%
SCI
1966
Stableford Capital II
Arizona
$999K -$63.9K -1,333 -6%
RC
1967
Reik & Co
New York
$997K
IFS
1968
Ifrah Financial Services
Arkansas
$996K -$18.4K -383 -2%
RDFA
1969
Ritter Daniher Financial Advisory
Ohio
$994K +$479 +10 +0.1%
FWM
1970
Fairhaven Wealth Management
Illinois
$994K -$25.1K -524 -3%
SOW
1971
State of Wyoming
Wyoming
$993K +$24.6K +513 +3%
TLCM
1972
Twin Lakes Capital Management
California
$991K -$527 -11 -0.1%
SAM
1973
Security Asset Management
New York
$990K -$64.2K -1,340 -6%
BFIC
1974
Bedell Frazier Investment Counselling
California
$989K -$113K -2,365 -11%
CCFM
1975
Clear Creek Financial Management
Washington
$988K -$26.8K -558 -3%