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Name Holding Trade Value Shares
Change
Change in
Stake
ABLA
2526
Alan B. Lancz & Associates
Ohio
$135K -$60.4K -532 -30%
GWSG
2527
GPS Wealth Strategies Group
Colorado
$135K -$21.5K -189 -13%
NMG
2528
New Millennium Group
Utah
$134K +$140K +1,236 New
M
2529
MOTCO
Texas
$133K
FCG
2530
Financial Connections Group
California
$132K +$17.8K +157 +15%
JWM
2531
Janiczek Wealth Management
Colorado
$131K -$147K -1,298 -52%
LPIC
2532
LeJeune Puetz Investment Counsel
Michigan
$130K
RCG
2533
Rock Creek Group
District of Columbia
$129K -$60.4K -532 -31%
SWA
2534
SOA Wealth Advisors
New York
$127K -$12.9K -114 -9%
GWMIA
2535
Global Wealth Management Investment Advisory
Florida
$127K -$9.2K -81 -6%
PP
2536
PrairieView Partners
Minnesota
$123K +$28.4K +250 +28%
AP
2537
Arlington Partners
Alabama
$122K
TF
2538
TimeScale Financial
Massachusetts
$120K +$454 +4 +0.4%
FBC
2539
Fairfield, Bush & Co
Connecticut
$120K +$125K +1,103 New
MWM
2540
Mascoma Wealth Management
New Hampshire
$118K +$3.07K +27 +3%
WWMSC
2541
Wagner Wealth Management (South Carolina)
South Carolina
$118K +$123K +1,085 New
FCMT
2542
Founders Capital Management (Texas)
Texas
$117K +$10.6K +93 +9%
Cohen & Steers
2543
Cohen & Steers
New York
$115K +$3.07K +27 +3%
ACM
2544
Antonetti Capital Management
Florida
$114K
HIM
2545
Hillsdale Investment Management
Ontario, Canada
$110K -$491K -4,323 -81%
AWM
2546
Accel Wealth Management
Iowa
$110K -$1.48K -13 -1%
CC
2547
Corsicana & Co
Texas
$109K
CSC
2548
Cove Street Capital
California
$109K
WAM
2549
Worth Asset Management
Texas
$109K
LSA
2550
Lansing Street Advisors
Pennsylvania
$109K +$114 +1 +0.1%