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Name Holding Trade Value Shares
Change
Change in
Stake
GC
1501
Giverny Capital
Quebec, Canada
$739K -$564 -5 -0.1%
PPW
1502
Pinnacle Private Wealth
Massachusetts
$738K +$712K +6,313 New
SFG
1503
Summit Financial Group
West Virginia
$737K +$127K +1,125 +22%
ODG
1504
O'Dell Group
Ohio
$734K +$10.3K +91 +1%
CWM
1505
Cedar Wealth Management
California
$733K +$15.2K +135 +2%
BC
1506
Bridgefront Capital
Texas
$732K +$706K +6,261 New
BCA
1507
Bay Colony Advisors
Massachusetts
$729K +$46.2K +410 +7%
SGI
1508
Summit Global Investments
Utah
$729K +$277K +2,459 +65%
IFG
1509
Investors Financial Group
Minnesota
$728K +$89K +789 +15%
IC
1510
Inverness Counsel
New York
$727K -$4.2M -37,228 -86%
PAG
1511
Powers Advisory Group
Illinois
$725K +$699K +6,196 New
TIM
1512
Total Investment Management
Arizona
$725K +$699K +6,196 New
CBT
1513
CoreFirst Bank & Trust
Kansas
$721K -$11.3K -100 -2%
DTC
1514
Davidson Trust Company
Washington
$720K +$35.3K +313 +5%
SWRP
1515
Summit Wealth & Retirement Planning
California
$720K +$694K +6,156 New
LCS
1516
Levin Capital Strategies
New York
$717K
HCM
1517
Hodges Capital Management
Texas
$714K -$148K -1,315 -18%
WC
1518
Wexford Capital
Florida
$714K +$688K +6,100 New
MA
1519
MKT Advisors
California
$714K +$842K +7,470 New
AWM
1520
Aries Wealth Management
Maine
$713K +$9.02K +80 +1%
AIP
1521
Almanack Investment Partners
Pennsylvania
$709K -$4.4K -39 -0.6%
TSS
1522
Thomas Story & Son
Indiana
$707K
LFAS
1523
Level Four Advisory Services
Texas
$707K +$125K +1,109 +22%
IIC
1524
Integrated Investment Consultants
Michigan
$705K -$133K -1,184 -16%
XS
1525
XR Securities
Illinois
$704K +$679K +6,021 New