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Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
2076
AssetMark Inc
California
$379K -$196K -1,656 -34%
PA
2077
Procyon Advisors
Connecticut
$379K -$27.5K -232 -7%
RWM
2078
RKL Wealth Management
Pennsylvania
$379K -$10.1K -85 -3%
BAM
2079
Beaumont Asset Management
Texas
$378K -$11.5K -97 -3%
SGI
2080
Summit Global Investments
Utah
$378K +$374K +3,156 New
WDC
2081
Woodward Diversified Capital
California
$377K -$27.7K -234 -7%
FFM
2082
Fullerton Fund Management
Singapore
$376K -$127K -1,074 -26%
PFA
2083
Pinnacle Family Advisors
Missouri
$376K +$78.3K +661 +27%
LTI
2084
Laffer Tengler Investments
Tennessee
$376K +$125K +1,055 +51%
AAMA
2085
Advanced Asset Management Advisors
Ohio
$375K -$11.5K -97 -3%
MW
2086
MBL Wealth
North Carolina
$375K -$829 -7 -0.2%
ARM
2087
Adirondack Research & Management
New York
$375K – – –
EMG
2088
ETF Managers Group
New Jersey
$374K -$43.4K -366 -10%
BA
2089
Ballast Advisors
Minnesota
$373K – – –
CSA
2090
Cottage Street Advisors
Massachusetts
$372K – – –
SOAMC
2091
Spirit of America Management Corp
New York
$372K – – –
CAM
2092
Concorde Asset Management
Michigan
$372K +$22.6K +191 +6%
CSWG
2093
Cardinal Strategic Wealth Guidance
Kentucky
$369K -$1.42K -12 -0.4%
PCA
2094
Peddock Capital Advisors
Massachusetts
$369K – – –
B
2095
Bellecapital
Switzerland
$367K -$77.4K -653 -18%
MW
2096
Marcum Wealth
Ohio
$367K +$119K +1,008 +49%
PAS
2097
Professional Advisory Services
Florida
$366K – – –
WRM
2098
Weybosset Research & Management
Rhode Island
$366K – – –
MWM
2099
Madison Wealth Management
Ohio
$365K +$30K +253 +9%
DI
2100
DFPG Investments
Utah
$365K +$88.3K +745 +32%