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Name Holding Trade Value Shares
Change
Change in
Stake
PVWM
2126
Point View Wealth Management
New Jersey
$313K – – –
PCM
2127
Palisade Capital Management
New Jersey
$312K – – –
SIC
2128
Samalin Investment Counsel
New York
$309K -$62.6K -576 -17%
FBB
2129
Fulton Breakefield Broenniman
Maryland
$309K -$9.46K -87 -3%
OWA
2130
Octavia Wealth Advisors
Ohio
$309K +$307K +2,825 New
WWM
2131
WT Wealth Management
Arizona
$307K -$139K -1,281 -31%
SJL
2132
Shayne & Jacobs LLC
Tennessee
$307K – – –
PA
2133
Parkside Advisors
California
$307K +$17.7K +163 +6%
IFG
2134
Investors Financial Group
Minnesota
$307K +$20.7K +190 +7%
CIA
2135
Cascade Investment Advisors
Oregon
$306K – – –
CPA
2136
Clear Perspective Advisors
Illinois
$306K -$23.8K -219 -7%
OCM
2137
Orser Capital Management
Texas
$306K – – –
MWM
2138
Madison Wealth Management
Ohio
$306K +$19.7K +181 +7%
ACM
2139
Arlington Capital Management
Illinois
$306K +$304K +2,795 New
PPP
2140
Private Portfolio Partners
New Jersey
$305K +$217 +2 +0.1%
HFG
2141
Heron Financial Group
New York
$304K – – –
SGK
2142
Steigerwald Gordon & Koch
Virginia
$304K +$5.65K +52 +2%
WFA
2143
Wellspring Financial Advisors
Ohio
$304K +$13.2K +121 +5%
PA
2144
PSI Advisors
Florida
$304K +$54.3K +500 +22%
MPM
2145
Meritage Portfolio Management
Kansas
$304K +$101K +926 +50%
MAM
2146
McLean Asset Management
Virginia
$304K +$301K +2,772 New
TWP
2147
Treybourne Wealth Planners
Indiana
$304K +$302K +2,777 New
RHP
2148
Royal Harbor Partners
Texas
$303K – – –
IAP
2149
Indie Asset Partners
Indiana
$299K -$26.5K -244 -8%
SAF
2150
Smith Anglin Financial
Texas
$299K +$297K +2,728 New