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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1951
Canal Capital Management
Virginia
$402K -$14K -600 -3%
SDAM
1952
Shulman DeMeo Asset Management
New York
$401K -$10.3K -443 -3%
KJWM
1953
Kiley Juergens Wealth Management
Washington
$401K +$25.7K +1,101 +7%
IIC
1954
Ironwood Investment Counsel
Arizona
$401K -$12.6K -539 -3%
RRA
1955
Round Rock Advisors
Connecticut
$400K +$17.3K +742 +5%
PRTG
1956
Post Resch Tallon Group
New York
$399K -$15.2K -650 -4%
TCWA
1957
Turtle Creek Wealth Advisors
Texas
$399K +$384K +16,452 New
MWA
1958
MN Wealth Advisors
Kansas
$398K -$22.4K -959 -6%
PWM
1959
Proathlete Wealth Management
Florida
$396K +$8.44K +362 +2%
ABLA
1960
Alan B. Lancz & Associates
Ohio
$396K -$3.06K -131 -0.8%
SIM
1961
Stratos Investment Management
Ohio
$396K -$10.6K -455 -3%
SFP
1962
Shepherd Financial Partners
Massachusetts
$395K -$15.9K -683 -4%
RAM
1963
Redmond Asset Management
Virginia
$394K -$41.5K -1,779 -10%
WAAG
1964
Wealth Alliance Advisory Group
Kansas
$394K -$359K -15,380 -49%
MHI
1965
Miller Howard Investments
New York
$393K -$17.3K -743 -4%
CANC
1966
Culbertson A N & Co
Virginia
$392K -$113K -4,865 -23%
AWAU
1967
Alliance Wealth Advisors (Utah)
Utah
$392K +$20.9K +896 +6%
ANC
1968
Ames National Corp
Iowa
$392K
BWMG
1969
Barnes Wealth Management Group
California
$392K +$770 +33 +0.2%
SFS
1970
Sharp Financial Services
Pennsylvania
$389K -$10.1K -435 -3%
TAM
1971
Trillium Asset Management
Massachusetts
$388K -$8.3K -356 -2%
NDBT
1972
North Dallas Bank & Trust
Texas
$388K +$373K +16,004 New
WTB
1973
Washington Trust Bank
Washington
$386K -$210K -8,993 -36%
PGWM
1974
Pitti Group Wealth Management
New York
$386K +$17.3K +742 +5%
UWP
1975
Uniting Wealth Partners
Kansas
$386K -$231K -9,918 -38%