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Name Holding Trade Value Shares
Change
Change in
Stake
PM
5876
Penbrook Management
New York
$388K
MIM
5877
Meixler Investment Management
Arizona
$387K +$46.1K +177 +13%
LKWM
5878
Lee-Kelleher Wealth Management
Maryland
$387K -$7.81K -30 -2%
MWM
5879
McCartney Wealth Management
Missouri
$387K
HWA
5880
Hillcrest Wealth Advisors
New Jersey
$383K
FC
5881
Family CFO
California
$382K
SC
5882
Scholtz & Company
Connecticut
$382K -$49.7K -191 -11%
CIA
5883
Citadel Investment Advisory
Ohio
$381K
FAG
5884
Financial Architects (Georgia)
Georgia
$381K -$74.2K -285 -16%
GCIA
5885
Gabelli & Co Investment Advisers
New York
$381K
GP
5886
Geneva Partners
Wisconsin
$379K +$2.6K +10 +0.7%
PFA
5887
Portland Financial Advisors
New York
$379K
SC
5888
Schoolcraft Capital
Colorado
$377K +$24.5K +94 +7%
SCM
5889
Summerhill Capital Management
Ontario, Canada
$376K +$386K +1,483 New
DIS
5890
Diversified Investment Strategies
Louisiana
$376K -$19.5K -75 -5%
PWA
5891
Perspective Wealth Advisors
Colorado
$375K +$94.2K +362 +32%
BJB
5892
Broadhurst Jeffrey B
$374K +$4.16K +16 +1%
FWA
5893
Fidelis Wealth Advisors
Colorado
$370K +$118K +455 +45%
HWM
5894
Hemming & Wealth Management
Michigan
$369K -$78.1K -300 -17%
AAG
5895
Avalon Advisory Group
Pennsylvania
$369K
SIM
5896
Seaview Investment Managers
Florida
$367K
MM
5897
MQS Management
New York
$367K +$377K +1,447 New
FF
5898
Fortitude Financial
Washington
$367K
NI
5899
NFC Investments
Tennessee
$366K -$167K -640 -31%
ETS
5900
ESL Trust Services
New York
$364K -$6.51K -25 -2%