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Name Holding Trade Value Shares
Change
Change in
Stake
PBO
1701
Peoples Bank (Ohio)
Ohio
$513K -$154K -3,135 -24%
WCM
1702
Windsor Capital Management
Arizona
$513K -$36.7K -747 -7%
IC
1703
Investment Counsel
Michigan
$513K
JFA
1704
Johanson Financial Advisors
California
$512K -$78.9K -1,605 -14%
HPWM
1705
Highland Private Wealth Management
Washington
$509K +$55.6K +1,131 +13%
KM
1706
Kalos Management
Georgia
$509K +$217K +4,411 +81%
JWA
1707
JFS Wealth Advisors
Pennsylvania
$507K -$57.8K -1,176 -11%
GAM
1708
Garrison Asset Management
Arkansas
$506K +$4.18K +85 +0.9%
CF
1709
Copperwynd Financial
Arizona
$506K +$470K +9,560 New
MAA
1710
Mraz Amerine & Associates
California
$505K +$541 +11 +0.1%
WIA
1711
Westbourne Investment Advisors
Maryland
$505K +$73.8K +1,500 +19%
JSL
1712
JT Stratford LLC
Georgia
$504K -$48.5K -986 -9%
CCM
1713
Consolidated Capital Management
California
$504K +$43.3K +880 +10%
SAM
1714
Summit Asset Management
Tennessee
$503K
SBL
1715
Sargent Bickham Lagudis
Colorado
$498K -$248K -5,040 -35%
HIC
1716
Hartline Investment Corp
Illinois
$497K -$32.7K -664 -7%
SWM
1717
Segment Wealth Management
Texas
$496K -$185K -3,763 -29%
LPC
1718
Loeb Partners Corp
New York
$496K +$75.7K +1,540 +20%
WA
1719
WESPAC Advisors
California
$495K +$130K +2,644 +39%
PAM
1720
Peak Asset Management
Colorado
$492K -$36.2K -736 -7%
BFPW
1721
BOK Financial Private Wealth
Colorado
$491K -$133K -2,700 -23%
CA
1722
Cambridge Advisors
Nebraska
$490K +$1.38K +28 +0.3%
PCMC
1723
Paragon Capital Management (Colorado)
Colorado
$489K
BCM
1724
Beck Capital Management
Texas
$489K +$218K +4,425 +92%
BAM
1725
Brave Asset Management
New Jersey
$486K -$1.92K -39 -0.4%