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Name Holding Trade Value Shares
Change
Change in
Stake
MIS
2701
Morningstar Investment Services
Illinois
$1.57M -$189K -2,572 -9%
HI
2702
Human Investing
Oregon
$1.56M +$5K +68 +0.3%
NCM
2703
Next Capital Management
New York
$1.56M +$394K +5,364 +28%
CMANY
2704
Capital Management Associates (New York)
New York
$1.56M -$166K -2,252 -8%
PC
2705
Peavine Capital
Nevada
$1.56M -$180K -2,448 -9%
LIM
2706
Loudon Investment Management
New Hampshire
$1.56M
MW
2707
Marcum Wealth
Ohio
$1.55M -$41.5K -564 -2%
DCM
2708
Davidson Capital Management
Texas
$1.55M +$78.8K +1,072 +5%
GIM
2709
Greylin Investment Management
Virginia
$1.54M +$30.9K +420 +2%
RA
2710
Rational Advisors
New York
$1.53M -$440K -5,980 -20%
CAGAS
2711
Capital Advisory Group Advisory Services
Minnesota
$1.53M -$992K -13,488 -36%
AFS
2712
Amtrust Financial Services
New York
$1.53M +$1.77M +24,000 New
AWC
2713
Abundance Wealth Counselors
Pennsylvania
$1.52M +$157K +2,136 +10%
CNB
2714
Camden National Bank
Maine
$1.52M -$40K -544 -2%
SHWM
2715
Silicon Hills Wealth Management
Texas
$1.52M +$1.75M +23,844 +25,917%
BMM
2716
Berkshire Money Management
Massachusetts
$1.52M -$91.5K -1,244 -5%
CCM
2717
Coe Capital Management
Illinois
$1.51M -$500K -6,800 -22%
SAM
2718
Shone Asset Management
California
$1.51M +$1.59M +21,668 New
WP
2719
WealthShield Partners
North Carolina
$1.51M +$331K +4,500 +23%
FA
2720
Financial Advisors
Massachusetts
$1.5M -$12.1K -164 -0.7%
VFP
2721
Verus Financial Partners
Virginia
$1.5M +$1.76K +24 +0.1%
FFG
2722
Ford Financial Group
California
$1.5M +$78K +1,060 +5%
PAG
2723
Pinnacle Advisory Group
Maryland
$1.5M -$449K -6,104 -21%
SAM
2724
S.A. Mason
Michigan
$1.5M -$50.3K -684 -3%
MTCM
2725
Mint Tower Capital Management
Netherlands
$1.49M +$1.39M +18,868 +402%