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Name Holding Trade Value Shares
Change
Change in
Stake
AFM
1676
Abbot Financial Management
Massachusetts
$759K -$87.4K -828 -10%
VCAM
1677
Van Cleef Asset Management
Ohio
$759K +$106 +1 +0%
SWM
1678
Stockman Wealth Management
Montana
$756K -$32K -303 -4%
Simon Quick Advisors
1679
Simon Quick Advisors
New Jersey
$752K +$359K +3,398 +84%
CWM
1680
Concentric Wealth Management
California
$750K – – –
IGWM
1681
ICA Group Wealth Management
Colorado
$750K -$14.1K -134 -2%
YIA
1682
YHB Investment Advisors
Connecticut
$750K -$3.17K -30 -0.4%
PCMC
1683
Paragon Capital Management (Colorado)
Colorado
$750K -$47.3K -448 -6%
WPP
1684
Whalerock Point Partners
Rhode Island
$749K – – –
DIM
1685
Delta Investment Management
California
$743K +$12.2K +116 +2%
OFG
1686
Oxford Financial Group
Indiana
$743K -$34.8K -330 -4%
CCS
1687
Concentric Capital Strategies
Connecticut
$740K +$772K +7,309 New
WAG
1688
Wallace Advisory Group
California
$740K -$1.27K -12 -0.2%
WC
1689
Westhampton Capital
North Carolina
$739K – – –
PC
1690
Port Capital
Illinois
$736K -$45.7K -433 -6%
SA
1691
SRN Advisors
Pennsylvania
$734K -$15.8K -150 -2%
SCM
1692
Silvant Capital Management
Georgia
$734K – – –
YC
1693
Yarbrough Capital
Tennessee
$733K +$390K +3,692 +104%
TPWM
1694
Twelve Points Wealth Management
Massachusetts
$729K -$33.3K -315 -4%
SAM
1695
Seelaus Asset Management
New Jersey
$726K +$62K +587 +9%
SIA
1696
Strategic Investment Advisors
Michigan
$724K -$696K -6,592 -48%
CCA
1697
Cravens & Co Advisors
Tennessee
$720K +$17.9K +170 +2%
PAM
1698
Private Asset Management
California
$720K -$16.7K -158 -2%
WPA
1699
Winning Points Advisors
Florida
$719K – – –
ACM
1700
Allred Capital Management
Texas
$719K +$49.6K +470 +7%