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Name Holding Trade Value Shares
Change
Change in
Stake
LHC
2301
Little House Capital
Massachusetts
$540K +$875 +18 +0.1%
RFN
2302
Redwood Financial Network
Ohio
$540K +$1.7K +35 +0.3%
JBA
2303
Johnson Bixby & Associates
Washington
$539K +$14K +288 +2%
TC
2304
TwinBeech Capital
New York
$539K +$598K +12,315 New
DBG
2305
De Burlo Group
Massachusetts
$539K +$159K +3,267 +36%
BEAM
2306
Baker Ellis Asset Management
Washington
$538K +$38.9K +800 +7%
TLFA
2307
True Link Financial Advisors
California
$537K +$175K +3,600 +41%
AT
2308
American Trust
Kentucky
$534K -$20.8K -429 -3%
VC
2309
Veracity Capital
Georgia
$533K -$17.5K -360 -3%
BMCM
2310
Bryn Mawr Capital Management
Pennsylvania
$532K -$3.4K -70 -0.6%
OMC
2311
Overbrook Management Corp
New York
$531K -$318K -6,540 -35%
MCA
2312
Magnolia Capital Advisors
Mississippi
$531K -$67.1K -1,380 -10%
PWMG
2313
Pinnacle Wealth Management Group
Michigan
$531K
RVPG
2314
Relative Value Partners Group
$529K -$180K -3,706 -23%
CFA
2315
Capstone Financial Advisors
Illinois
$529K +$23.8K +490 +4%
PCMM
2316
Piedmont Capital Management (Montana)
Montana
$525K -$84.4K -1,736 -13%
IA
2317
Insight Advisors
Pennsylvania
$525K -$14.4K -296 -2%
GWI
2318
Grace & White Inc
New York
$525K
CA
2319
Cambridge Advisors
Nebraska
$525K +$777 +16 +0.1%
JWWM
2320
Johnson & White Wealth Management
Pennsylvania
$524K +$582K +11,968 New
SMA
2321
Sage Mountain Advisors
Georgia
$523K -$3.3K -68 -0.6%
WBG
2322
Wharton Business Group
Pennsylvania
$521K
PNAA
2323
Pictet North America Advisors
Switzerland
$520K +$165K +3,400 +40%
CIC
2324
Chase Investment Counsel
Virginia
$519K
AHB
2325
Abner Herrman & Brock
New Jersey
$517K