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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1676
Stockman Wealth Management
Montana
$756K -$32K -303 -4%
SQA
1677
Simon Quick Advisors
New Jersey
$752K +$359K +3,398 +84%
CWM
1678
Concentric Wealth Management
California
$750K
IGWM
1679
ICA Group Wealth Management
Colorado
$750K -$14.1K -134 -2%
YIA
1680
YHB Investment Advisors
Connecticut
$750K -$3.17K -30 -0.4%
PCMC
1681
Paragon Capital Management (Colorado)
Colorado
$750K -$47.3K -448 -6%
WPP
1682
Whalerock Point Partners
Rhode Island
$749K
DIM
1683
Delta Investment Management
California
$743K +$12.2K +116 +2%
OFG
1684
Oxford Financial Group
Indiana
$743K -$34.8K -330 -4%
CCS
1685
Concentric Capital Strategies
Connecticut
$740K +$772K +7,309 New
WAG
1686
Wallace Advisory Group
California
$740K -$1.27K -12 -0.2%
WC
1687
Westhampton Capital
North Carolina
$739K
PC
1688
Port Capital
Illinois
$736K -$45.7K -433 -6%
SA
1689
SRN Advisors
Pennsylvania
$734K -$15.8K -150 -2%
SCM
1690
Silvant Capital Management
Georgia
$734K
YC
1691
Yarbrough Capital
Tennessee
$733K +$390K +3,692 +104%
TPWM
1692
Twelve Points Wealth Management
Massachusetts
$729K -$33.3K -315 -4%
SAM
1693
Seelaus Asset Management
New Jersey
$726K +$62K +587 +9%
SIA
1694
Strategic Investment Advisors
Michigan
$724K -$696K -6,592 -48%
CCA
1695
Cravens & Co Advisors
Tennessee
$720K +$17.9K +170 +2%
PAM
1696
Private Asset Management
California
$720K -$16.7K -158 -2%
WPA
1697
Winning Points Advisors
Florida
$719K
ACM
1698
Allred Capital Management
Texas
$719K +$49.6K +470 +7%
SL
1699
Salomon & Ludwin
Virginia
$718K
MAM
1700
Meeder Asset Management
Ohio
$718K -$23.3K -221 -3%