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Name Holding Trade Value Shares
Change
Change in
Stake
TC
2176
Trust Company
Kansas
$193K – – –
SWM
2177
Sugarloaf Wealth Management
Georgia
$192K – – –
FFM
2178
Fullerton Fund Management
Singapore
$189K +$176K +1,734 New
GFPC
2179
Global Financial Private Client
Florida
$186K +$17.6K +173 +11%
BDWM
2180
Brewin Dolphin Wealth Management
Ireland
$186K – – –
BFG
2181
Baron Financial Group
New Jersey
$185K +$172K +1,698 New
FMP
2182
Financial Management Professionals
Texas
$182K – – –
SCM
2183
Silvant Capital Management
Georgia
$181K – – –
PH
2184
Pinnacle Holdings
Oklahoma
$179K +$167K +1,642 New
HI
2185
Hudock Inc
Pennsylvania
$178K +$33.7K +332 +25%
LWM
2186
Liberty Wealth Management
California
$178K +$64K +631 +63%
CSC
2187
Cove Street Capital
California
$163K – – –
OAJ
2188
Ogorek Anthony Joseph
New York
$159K – – –
SIS
2189
Sound Income Strategies
Florida
$156K +$36.8K +363 +34%
MA
2190
MCF Advisors
Kentucky
$153K +$40.2K +396 +39%
CFD
2191
Creative Financial Designs
Indiana
$151K +$51.6K +509 +58%
TF
2192
TimeScale Financial
Massachusetts
$151K +$61.6K +607 +77%
CT
2193
Clearstead Trust
Maine
$145K – – –
FWM
2194
Filbrandt Wealth Management
Wisconsin
$138K -$14.7K -145 -10%
EWA
2195
Evolution Wealth Advisors
Florida
$138K -$10K -99 -7%
CCM
2196
Copeland Capital Management
Pennsylvania
$136K – – –
USGIU
2197
U.S. Global Investors (USGI)
Texas
$136K +$127K +1,250 New
NC
2198
NewSquare Capital
Pennsylvania
$135K – – –
SAS
2199
Stelac Advisory Services
New York
$135K +$126K +1,239 New
APC
2200
Aspire Private Capital
North Carolina
$134K +$26K +256 +26%