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Name Holding Trade Value Shares
Change
Change in
Stake
CBB
1601
Citizens Business Bank
California
$737K -$182K -7,797 -19%
CL
1602
CPWM LLC
Washington
$735K -$336K -14,435 -30%
PFBT
1603
Parkside Financial Bank & Trust
Missouri
$735K -$23.6K -1,014 -3%
CAM
1604
Concorde Asset Management
Michigan
$733K +$99K +4,254 +14%
CNC
1605
Citizens & Northern Corp
Pennsylvania
$732K -$31.7K -1,362 -4%
SBA
1606
Secrest Blakey & Associates
North Carolina
$732K +$16.4K +705 +2%
PJSIMP
1607
P.J. Schmidt Investment Management (PJS)
Wisconsin
$728K -$809K -34,757 -51%
WPP
1608
Whalerock Point Partners
Rhode Island
$726K -$116K -4,978 -13%
NEPWA
1609
New England Private Wealth Advisors
Massachusetts
$724K +$102K +4,390 +15%
MA
1610
Montag & Associates
Georgia
$720K -$1.11M -47,558 -59%
RC
1611
RBO & Co
California
$717K -$195K -8,374 -20%
HFA
1612
Huber Financial Advisors
Illinois
$717K -$92.8K -3,988 -11%
MMHP
1613
Murphy Middleton Hinkle & Parker
Georgia
$715K -$108K -4,646 -12%
PAWC
1614
P.A.W. Capital
Connecticut
$714K
WA
1615
Waverly Advisors
Alabama
$712K -$301K -12,920 -28%
TCMG
1616
TSP Capital Management Group
New Jersey
$711K +$768K +32,993 New
PFA
1617
Paradigm Financial Advisors
Missouri
$710K -$490K -21,041 -39%
HA
1618
Halsey Associates
Connecticut
$710K -$80.9K -3,476 -10%
SBWM
1619
Sunflower Bank Wealth Management
Arizona
$708K -$32.2K -1,384 -4%
LA
1620
LexAurum Advisors
Kansas
$706K +$23K +988 +3%
SMFS
1621
Squar Milner Financial Services
California
$702K +$425K +18,255 +128%
BBL
1622
Beck Bode LLC
Massachusetts
$700K +$756K +32,468 New
DAC
1623
Dividend Assets Capital
South Carolina
$699K -$308K -13,212 -29%
ACI
1624
Alpha Cubed Investments
California
$697K -$527K -22,642 -41%
ADL
1625
Asset Dedication LLC
California
$697K +$10.9K +469 +1%