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Name Holding Trade Value Shares
Change 		Change in
Stake
HIC
1826
Holderness Investments Company
North Carolina
$633K +$50.7K +290 +10%
HPM
1827
Hoxton Planning & Management
West Virginia
$632K +$30.2K +173 +6%
FC
1828
Family CFO
California
$631K – – –
WPC
1829
White Pine Capital
Minnesota
$630K +$6.99K +40 +1%
HWM
1830
Hemington Wealth Management
Virginia
$629K +$11.4K +65 +2%
ODIJL
1831
One Day In July LLC
Vermont
$628K -$19.7K -113 -3%
TIA
1832
Traphagen Investment Advisors
New Jersey
$627K -$166K -952 -23%
WBC
1833
West Branch Capital
Massachusetts
$627K +$177K +1,014 +47%
RWM
1834
RBA Wealth Management
California
$627K – – –
CTA
1835
Chesley Taft & Associates
Illinois
$627K -$12.8K -73 -2%
ABC
1836
Associated Banc-Corp
Wisconsin
$626K +$110K +628 +25%
PCA
1837
Pallas Capital Advisors
Massachusetts
$625K -$254K -1,454 -37%
PWM
1838
Prosperity Wealth Management
California
$625K +$138K +787 +33%
LSA
1839
Lion Street Advisors
Texas
$625K +$88.8K +508 +19%
AIS
1840
American Investment Services
Massachusetts
$623K -$2.57M -14,685 -82%
IA
1841
IFG Advisors
Missouri
$622K -$35K -200 -6%
DFA
1842
Davies Financial Advisors
California
$622K +$91.9K +526 +20%
ACG
1843
Allen Capital Group
Nebraska
$619K +$75.3K +431 +16%
CCM
1844
Chaney Capital Management
Washington
$619K – – –
CAM
1845
Concorde Asset Management
Michigan
$619K -$54.4K -311 -9%
NSIM
1846
North Star Investment Management
Illinois
$618K -$13.6K -78 -2%
GC
1847
GFG Capital
Florida
$617K -$27.6K -158 -5%
HWAM
1848
Hennion & Walsh Asset Management
New Jersey
$615K +$543K +3,107 New
BSSFA
1849
Baron Silver Stevens Financial Advisors
Florida
$614K -$8.21K -47 -1%
TCM
1850
Tran Capital Management
California
$613K +$542K +3,100 New
72 73
74
75 76