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Name Holding Trade Value Shares
Change
Change in
Stake
NDSI
1401
Newman Dignan & Sheerar Inc
Rhode Island
$227K +$6.87K +100 +3%
CPC
1402
Congress Park Capital
New York
$224K
WA
1403
Waverly Advisors
Alabama
$224K +$69 +1 +0%
CC
1404
Cedar Capital
Illinois
$224K +$229K +3,339 New
AWM
1405
Altium Wealth Management
New York
$223K -$1.24K -18 -0.5%
AIM
1406
Advantage Investment Management
Iowa
$222K
NCM
1407
Novare Capital Management
North Carolina
$221K -$13K -190 -5%
RGC
1408
Roberts, Glore & Co
Illinois
$221K -$6.87K -100 -3%
RGNCM
1409
R.G. Niederhoffer Capital Management
New York
$221K +$227K +3,300 New
1WA
1410
180 Wealth Advisors
Washington
$219K -$12K -175 -5%
KA
1411
Kaizen Advisory
Illinois
$218K +$132K +1,925 +145%
PCA
1412
Personal Capital Advisors
California
$218K +$224K +3,256 New
PFBT
1413
Parkside Financial Bank & Trust
Missouri
$217K +$9.75K +142 +5%
CCA
1414
Conestoga Capital Advisors
Pennsylvania
$216K
CPH
1415
C Partners Holding
Switzerland
$214K +$11.5K +167 +6%
BCWM
1416
Blue Chip Wealth Management
Florida
$213K -$6.8K -99 -3%
VAM
1417
Visionary Asset Management
Texas
$212K -$4.53K -66 -2%
SIAS
1418
Shine Investment Advisory Services
Colorado
$212K
HCP
1419
Holt Capital Partners
Texas
$211K
ATFA
1420
All Terrain Financial Advisors
Minnesota
$210K
SCP
1421
Syntal Capital Partners
Texas
$210K +$69 +1 +0%
SCM
1422
Southport Capital Management
Tennessee
$208K -$1.03K -15 -0.5%
GAMA
1423
Graticule Asia Macro Advisors
New York
$208K +$213K +3,100 New
TNB
1424
Thomasville National Bank
Georgia
$208K +$214K +3,110 New
ACM
1425
AUA Capital Management
Pennsylvania
$207K