Name Holding Trade Value Shares
Change
Change in
Stake
FAN
1776
Financial Advisors Network
California
$539K -$29.5K -108 -4%
PAM
1777
Pegasus Asset Management
New York
$539K – – –
MCM
1778
Morton Capital Management
California
$539K -$8.19K -30 -1%
DP
1779
DDD Partners
Washington
$537K -$26.2K -96 -4%
EBA
1780
Eagle Bay Advisors
New York
$536K +$206K +753 +46%
SWM
1781
Stockman Wealth Management
Montana
$536K +$24.6K +90 +4%
TF
1782
TimeScale Financial
Massachusetts
$534K – – –
MWM
1783
McNaughton Wealth Management
California
$533K +$228K +834 +54%
RDFA
1784
Ritter Daniher Financial Advisory
Ohio
$532K – – –
RBC
1785
Rye Brook Capital
Connecticut
$532K – – –
GGI
1786
Godsey & Gibb Inc
Virginia
$531K +$430K +1,575 +200%
BMC
1787
Beaton Management Company
Massachusetts
$527K +$4.09K +15 +0.6%
LIM
1788
Leavell Investment Management
Alabama
$527K +$49.1K +180 +8%
WAM
1789
WNY Asset Management
New York
$526K +$125K +459 +24%
DBT
1790
Dubuque Bank & Trust
Iowa
$525K – – –
ACP
1791
Aveo Capital Partners
Colorado
$525K +$95.8K +351 +18%
EC
1792
EdgeRock Capital
Colorado
$525K +$639K +2,340 New
LRIA
1793
Leonard Rickey Investment Advisors
Washington
$524K -$45.9K -168 -7%
HGWM
1794
Horst & Graben Wealth Management
Oregon
$524K +$30.3K +111 +5%
SCM
1795
Schnieders Capital Management
California
$523K -$8.19K -30 -1%
OIA
1796
Optimum Investment Advisors
Illinois
$522K -$7.37K -27 -1%
BFIC
1797
Bedell Frazier Investment Counselling
California
$521K +$31.9K +117 +5%
BA
1798
Ballast Advisors
Minnesota
$521K +$137K +501 +28%
CPP
1799
Capasso Planning Partners
South Carolina
$519K +$90.9K +333 +17%
ACP
1800
Arcus Capital Partners
Georgia
$519K +$631K +2,313 New