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Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
2151
Triangle Securities Wealth Management
North Carolina
$4.25M -$118K -1,832 -3%
PGA
2152
Portland Global Advisors
Maine
$4.24M -$260K -4,036 -7%
SAM
2153
Strategy Asset Managers
California
$4.24M +$2.21M +34,384 +147%
IWA
2154
Inspirion Wealth Advisors
Illinois
$4.23M -$20.8K -324 -0.6%
PGWM
2155
Parisi Gray Wealth Management
New Jersey
$4.23M +$18.8K +292 +0.5%
NFAM
2156
North Fourth Asset Management
New Jersey
$4.23M +$3.71M +57,600 New
RW
2157
REDW Wealth
New Mexico
$4.23M -$44.5K -692 -1%
VRM
2158
Vectors Research Management
New York
$4.22M +$227K +3,528 +7%
CWM
2159
Chesapeake Wealth Management
Virginia
$4.21M -$105K -1,632 -3%
MF
2160
Manchester Financial
California
$4.21M -$18.8K -292 -0.5%
CPC
2161
Congress Park Capital
New York
$4.21M -$559K -8,688 -13%
TIM
2162
Thompson Investment Management
Wisconsin
$4.2M -$72.3K -1,124 -2%
AWE
2163
Avidian Wealth Enterprises
Texas
$4.2M +$411K +6,384 +13%
DMC
2164
Drexel Morgan & Co
Pennsylvania
$4.2M -$416K -6,472 -10%
PWPS
2165
Pinnacle Wealth Planning Services
Ohio
$4.18M +$407K +6,320 +12%
PGAM
2166
Princeton Global Asset Management
New Jersey
$4.16M +$162K +2,516 +5%
TIM
2167
Tortoise Investment Management
New York
$4.16M -$108K -1,684 -3%
HAI
2168
Hennessy Advisors Inc
California
$4.16M -$323K -5,028 -8%
GCM
2169
Gunderson Capital Management
South Carolina
$4.16M +$2.7M +41,896 +285%
DI
2170
DAGCO Inc
Ohio
$4.15M -$27K -420 -0.7%
IA
2171
Independence Advisors
Pennsylvania
$4.15M -$5.4K -84 -0.1%
OPTFSNA
2172
Old Point Trust & Financial Services N A
Virginia
$4.14M -$279K -4,340 -7%
PC
2173
Port Capital
Illinois
$4.13M -$4.79M -74,400 -57%
FAM
2174
Foothills Asset Management
Arizona
$4.12M -$25.7K -400 -0.7%
SNBOSCI
2175
Security National Bank of Sioux City Iowa
Iowa
$4.09M -$10.3K -160 -0.3%