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Name Holding Trade Value Shares
Change
Change in
Stake
PBC
1176
Pavion Blue Capital
California
$609K – – –
CA
1177
Cambridge Advisors
Nebraska
$609K – – –
BCM
1178
Buckhead Capital Management
Georgia
$608K -$52.2K -333 -8%
WFMPM
1179
Woodley Farra Manion Portfolio Management
Indiana
$605K -$22.4K -143 -3%
EWA
1180
Encompass Wealth Advisors
Oregon
$600K – – –
PFC
1181
Phocas Financial Corp
California
$600K +$106K +675 +20%
CWAG
1182
Compton Wealth Advisory Group
Virginia
$598K -$670K -4,270 -52%
RMC
1183
Resources Management Corp
Connecticut
$597K +$35K +223 +6%
PIM
1184
Profit Investment Management
Maryland
$596K – – –
GAA
1185
Global Assets Advisory
Florida
$596K -$7.69K -49 -1%
SLT
1186
St Louis Trust
Missouri
$596K – – –
MMM
1187
Mendel Money Management
Illinois
$596K +$5.65K +36 +0.9%
BTWM
1188
Baker Tilly Wealth Management
Wisconsin
$596K -$59.5K -379 -9%
CM
1189
Columbus Macro
Pennsylvania
$595K +$35.3K +225 +6%
SGCA
1190
Steel Grove Capital Advisors
Tennessee
$594K -$68.7K -438 -10%
GCM
1191
Gibraltar Capital Management
Oklahoma
$591K +$37.8K +241 +6%
First Manhattan
1192
First Manhattan
New York
$591K +$30K +191 +5%
VBFP
1193
Valtinson Bruner Financial Planning
Minnesota
$591K +$6.43K +41 +1%
AWM
1194
Aberdeen Wealth Management
Illinois
$590K – – –
GPI
1195
General Partner Inc
Pennsylvania
$590K +$622K +3,962 New
9WM
1196
9258 Wealth Management
Ohio
$589K +$21.8K +139 +4%
Confluence Wealth Services
1197
Confluence Wealth Services
Pennsylvania
$586K -$7.53K -48 -1%
MHS
1198
M Holdings Securities
Oregon
$586K +$19.3K +123 +3%
AWA
1199
Aaron Wealth Advisors
Illinois
$582K +$252K +1,606 +70%
Empirical Wealth Management
1200
Empirical Wealth Management
Washington
$582K -$10.8K -69 -2%