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Name Holding Trade Value Shares
Change
Change in
Stake
HR
1901
Howe & Rusling
New York
$501K +$2.21K +18 +0.4%
AIM
1902
Axiom Investment Management
New York
$500K +$860 +7 +0.2%
HWM
1903
HighMark Wealth Management
Minnesota
$500K +$1.84K +15 +0.4%
GSEP
1904
Golden State Equity Partners
California
$498K -$5.16K -42 -1%
SCA
1905
St. Clair Advisors
Ohio
$497K – – –
AA
1906
Advisory Alpha
Michigan
$496K +$20.5K +167 +4%
AWM
1907
Affinity Wealth Management
Delaware
$496K +$153K +1,249 +41%
LKIM
1908
Lawson Kroeker Investment Management
Nebraska
$495K – – –
LIM
1909
Lathrop Investment Management
Arkansas
$493K -$12.3K -100 -2%
CFN
1910
Cordasco Financial Network
Florida
$493K – – –
CPC
1911
Congress Park Capital
New York
$492K – – –
PA
1912
Procyon Advisors
Connecticut
$490K +$39.9K +325 +9%
HWMG
1913
Hurlow Wealth Management Group
Indiana
$487K -$18.1K -147 -3%
CCT
1914
Capital City Trust
Florida
$486K -$27.5K -224 -5%
CL
1915
COWA LLC
Oklahoma
$486K +$505K +4,114 New
PAM
1916
Premier Asset Management
Illinois
$484K -$73.7K -600 -13%
BCCM
1917
Bridge Creek Capital Management
Massachusetts
$483K – – –
SA
1918
Sicart Associates
New York
$483K – – –
CAGAS
1919
Capital Advisory Group Advisory Services
Minnesota
$483K +$7.49K +61 +2%
CFS
1920
Cannon Financial Strategists
Georgia
$480K – – –
BIA
1921
Bigelow Investment Advisors
Maine
$479K -$26.4K -215 -5%
SIC
1922
Sigma Investment Counselors
Michigan
$479K – – –
ESB
1923
Essex Savings Bank
Connecticut
$479K +$5.9K +48 +1%
AssetMark Inc
1924
AssetMark Inc
California
$479K +$88.8K +723 +22%
FWSM
1925
First Wilshire Securities Management
California
$477K – – –