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Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1876
Permanent Capital Management
Illinois
$618K -$22.3K -551 -4%
PCM
1877
Palisade Capital Management
New Jersey
$618K -$49.8K -1,227 -7%
SFA
1878
Souders Financial Advisors
Ohio
$617K -$240K -5,923 -28%
FAN
1879
Financial Advisors Network
California
$615K +$30.4K +749 +5%
BIAS
1880
Beacon Investment Advisory Services
New Jersey
$615K -$62.9K -1,551 -9%
JWA
1881
JFS Wealth Advisors
Pennsylvania
$615K -$488K -12,043 -44%
SIAG
1882
Safeguard Investment Advisory Group
California
$615K +$217K +5,362 +55%
AFAS
1883
Acorn Financial Advisory Services
Virginia
$612K -$83.2K -2,052 -12%
1CP
1884
17 Capital Partners
Arizona
$610K -$261K -6,424 -30%
AWM
1885
Ariadne Wealth Management
California
$608K +$2.35K +58 +0.5%
CCAM
1886
Cascades Capital Asset Management
North Carolina
$608K -$302K -7,450 -33%
RFA
1887
ROI Financial Advisors
Oregon
$607K +$75.4K +1,859 +14%
IIM
1888
Ipswich Investment Management
Massachusetts
$607K -$10.1K -250 -2%
WDG
1889
Wealth Dimensions Group
Ohio
$607K +$6.17K +152 +1%
CFA
1890
CWS Financial Advisors
Michigan
$607K +$9.98K +246 +2%
AB
1891
ANB Bank
Colorado
$606K +$5.27K +130 +0.9%
LA
1892
Latitude Advisors
Florida
$605K +$5.92K +146 +1%
RC
1893
RBO & Co
California
$605K
HPBT
1894
Hickory Point Bank & Trust
Illinois
$604K -$48.6K -1,197 -7%
FIM
1895
Fruth Investment Management
Texas
$603K
YIM
1896
Yoffe Investment Management
Pennsylvania
$603K +$203 +5 +0%
AA
1897
Armis Advisers
Georgia
$601K -$300K -7,401 -38%
CF
1898
Convergence Financial
Missouri
$601K -$3.45K -85 -0.6%
OIM
1899
Oder Investment Management
California
$600K -$91.6K -2,258 -13%
CCA
1900
Childress Capital Advisors
Texas
$600K +$107K +2,632 +22%