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Name Holding Trade Value Shares
Change
Change in
Stake
DG
1901
DMC Group
Alabama
$536K +$57.8K +1,562 +12%
HWM
1902
HFR Wealth Management
New York
$535K – – –
LGA
1903
Lebenthal Global Advisors
New York
$532K -$46.5K -1,255 -8%
ORC
1904
O'Rourke & Company
Massachusetts
$531K +$10.3K +279 +2%
FSCM
1905
Front Street Capital Management
Montana
$530K -$134K -3,610 -20%
DBIA
1906
Dumont & Blake Investment Advisors
New Jersey
$528K -$12.2K -329 -2%
CNC
1907
Citizens & Northern Corp
Pennsylvania
$528K -$1.29K -35 -0.2%
AAM
1908
Aureus Asset Management
Massachusetts
$528K -$20.3K -548 -4%
HIP
1909
HUB Investment Partners
Texas
$527K +$212K +5,718 +68%
AGA
1910
Accuvest Global Advisors
Utah
$525K +$88.7K +2,397 +20%
PWM
1911
Purus Wealth Management
California
$525K -$10.2K -275 -2%
GWANC
1912
Guardian Wealth Advisors (North Carolina)
North Carolina
$522K +$10.5K +283 +2%
KP
1913
Keel Point
Alabama
$520K -$25.2K -680 -5%
NAS
1914
Nicolet Advisory Services
Wisconsin
$520K +$26.5K +717 +5%
SF
1915
Slagle Financial
Illinois
$518K +$516K +13,933 New
SJIM
1916
St. Johns Investment Management
Florida
$518K +$24.8K +671 +5%
MIA
1917
MMBG Investment Advisors
Florida
$516K – – –
DWMS
1918
Dominguez Wealth Management Solutions
Virginia
$515K +$7.66K +207 +2%
CBA
1919
Coastal Bridge Advisors
Connecticut
$514K -$2.18K -59 -0.4%
Verition Fund Management
1920
Verition Fund Management
Connecticut
$514K +$511K +13,809 New
HCP
1921
Holt Capital Partners
Texas
$513K – – –
WP
1922
Westmount Partners
California
$512K +$9.99K +270 +2%
AF
1923
Arrow Financial
New York
$509K -$620K -16,738 -55%
DTC
1924
Davidson Trust Company
Washington
$509K -$1.85K -50 -0.4%
RSA
1925
River Street Advisors
Illinois
$508K -$4.26K -115 -0.8%