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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
2576
Bosun Asset Management
Illinois
$226K +$206K +1,607 New
RWA
2577
Redmont Wealth Advisors
Illinois
$226K +$206K +1,607 New
SDWMA
2578
Schneider Downs Wealth Management Advisors
Pennsylvania
$225K +$205K +1,598 New
CC
2579
Claybrook Capital
Massachusetts
$225K +$205K +1,600 New
HIP
2580
Harrell Investment Partners
Texas
$225K +$205K +1,600 New
PD
2581
Planning Directions
Pennsylvania
$224K +$204K +1,590 New
PCMC
2582
Private Capital Management (Colorado)
Colorado
$224K +$204K +1,594 New
AA
2583
AF Advisors
California
$222K -$28.2K -220 -12%
SIS
2584
Sound Income Strategies
Florida
$222K – – –
OAM
2585
Occidental Asset Management
California
$222K +$202K +1,577 New
HLOC
2586
H.L. Ormond & Company
North Carolina
$222K +$221K +1,724 New
TPA
2587
Trivium Point Advisory
Connecticut
$221K +$201K +1,572 New
MCM
2588
Mainstay Capital Management
Michigan
$221K +$202K +1,575 New
BLC
2589
Brown, Lisle/Cummings
Rhode Island
$220K +$200K +1,564 New
CCM
2590
Colorado Capital Management
Colorado
$220K +$199K +1,554 New
CWM
2591
Campbell Wealth Management
Virginia
$220K +$200K +1,564 New
PWM
2592
Paulson Wealth Management
Illinois
$220K +$200K +1,564 New
MF
2593
Manchester Financial
California
$219K +$199K +1,554 New
WCM
2594
Windsor Capital Management
Arizona
$218K +$198K +1,550 New
CFA
2595
Cahill Financial Advisors
Minnesota
$217K -$29.8K -233 -13%
SFP
2596
Sandbox Financial Partners
Maryland
$216K +$196K +1,532 New
HFS
2597
Howard Financial Services
Texas
$216K +$196K +1,535 New
KA
2598
Kozak & Associates
Colorado
$215K +$1.66K +13 +0.7%
CCA
2599
Clearwater Capital Advisors
Illinois
$214K -$32K -250 -14%
AA
2600
Altman Advisors
Illinois
$214K – – –