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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1551
Affinity Wealth Management
Delaware
$736K
NIM
1552
Nexus Investment Management
Ontario, Canada
$724K
WC
1553
Whitnell & Co
Illinois
$721K -$37.2K -1,262 -5%
MTC
1554
McDaniel Terry & Co
Texas
$717K +$94.7K +3,210 +17%
CPA
1555
Clear Perspective Advisors
Illinois
$717K +$659K +22,327 New
SCG
1556
Sonata Capital Group
Washington
$715K
CAS
1557
Cue Advisory Services
Arizona
$713K +$13.8K +466 +2%
CBTWT
1558
Community Bank & Trust (Waco, Texas)
Texas
$712K -$8.44K -286 -1%
NFG
1559
Nadler Financial Group
Illinois
$709K +$52.3K +1,771 +9%
NVIM
1560
New Vernon Investment Management
Illinois
$700K
RC
1561
RBO & Co
California
$700K
BMCM
1562
Bryn Mawr Capital Management
Pennsylvania
$698K +$641K +21,737 New
CFN
1563
Cordasco Financial Network
Florida
$697K +$98.1K +3,325 +18%
SIM
1564
SSI Investment Management
California
$696K -$12.8K -435 -2%
SCP
1565
Sandhill Capital Partners
New York
$692K +$40.8K +1,383 +7%
CFS
1566
Commonwealth Financial Services
West Virginia
$689K +$26.8K +907 +4%
GAM
1567
Gemmer Asset Management
California
$689K +$136K +4,593 +27%
PFG
1568
Piershale Financial Group
Illinois
$686K +$16.1K +544 +3%
NQWM
1569
Northwest Quadrant Wealth Management
Oregon
$685K +$652K +22,103 New
HCP
1570
Holt Capital Partners
Texas
$684K
PIM
1571
Parasol Investment Management
Illinois
$680K -$9.53K -323 -2%
BS
1572
Banco Santander
Spain
$679K +$757K +25,645 New
FAM
1573
Formidable Asset Management
Ohio
$675K -$4.6K -156 -0.7%
AI
1574
ArchPoint Investors
Florida
$662K +$222K +7,533 +58%
NWM
1575
Northwest Wealth Management
Iowa
$660K +$606K +20,542 New