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Name Holding Trade Value Shares
Change
Change in
Stake
DAM
2776
Delta Asset Management
Tennessee
$157K – – –
KHC
2777
Koesten Hirschmann & Crabtree
Kansas
$154K – – –
PG
2778
Proffitt & Goodson
Tennessee
$153K – – –
PO
2779
Private Ocean
California
$153K +$2.31K +9 +1%
PFA
2780
Pathway Financial Advisers
Indiana
$153K +$156K +609 New
HI
2781
Hendershot Investments
Virginia
$150K – – –
SC
2782
Steph & Co
Wisconsin
$150K – – –
GC
2783
Gould Capital
Washington
$150K +$7.71K +30 +5%
FCMT
2784
Founders Capital Management (Texas)
Texas
$149K – – –
PB
2785
Pinnacle Bancorp
Nebraska
$143K -$9.76K -38 -6%
HWM
2786
HighMark Wealth Management
Minnesota
$136K -$1.28K -5 -0.9%
MIA
2787
Milestone Investment Advisors
Wisconsin
$132K +$136K +528 New
AA
2788
Addison Advisors
Vermont
$130K +$46.8K +182 +54%
SGA
2789
Seaport Global Advisors
Massachusetts
$129K – – –
CWM
2790
CarsonAllaria Wealth Management
Illinois
$129K -$18.2K -71 -12%
JWM
2791
Jupiter Wealth Management
Colorado
$129K +$154K +600 New
ECM
2792
Estabrook Capital Management
New York
$128K – – –
NIC
2793
Northwest Investment Counselors
Oregon
$125K +$1.54K +6 +1%
USB
2794
Union Savings Bank
Connecticut
$124K – – –
GJIA
2795
Glass Jacobson Investment Advisors
Maryland
$123K +$46.8K +182 +59%
PFSC
2796
Peoples Financial Services Corp
Pennsylvania
$123K +$25.7K +100 +26%
IHWM
2797
Iron Horse Wealth Management
Iowa
$122K +$514 +2 +0.4%
CSWM
2798
Cassady Schiller Wealth Management
Ohio
$119K – – –
DEM
2799
Disciplined Equity Management
Florida
$118K – – –
BCM
2800
Blume Capital Management
California
$116K – – –