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Name Holding Trade Value Shares
Change
Change in
Stake
SEP
2301
Southland Equity Partners
Missouri
$299K +$13.7K +132 +5%
EW
2302
Enzi Wealth
Texas
$299K +$104 +1 +0%
LAM
2303
Lakewood Asset Management
Illinois
$298K +$281K +2,716 New
AC
2304
Annandale Capital
Texas
$297K
HCM
2305
Hengehold Capital Management
Ohio
$296K +$279K +2,697 New
MC
2306
Mathes Company
New York
$296K
WRM
2307
Weybosset Research & Management
Rhode Island
$296K
LSC
2308
Lesa Sroufe & Co
Washington
$295K
GSIS
2309
Global Strategic Investment Solutions
Arizona
$295K +$38.5K +372 +16%
FSA
2310
Franklin Street Advisors
North Carolina
$294K -$20.7K -200 -7%
DLCIG
2311
D.L. Carlson Investment Group
New Hampshire
$294K -$7.46K -72 -3%
GTAM
2312
Global Trust Asset Management
Florida
$294K -$8.18K -79 -3%
LSIA
2313
LaSalle St. Investment Advisors
Illinois
$293K +$276K +2,669 New
MWP
2314
Meredith Wealth Planning
Illinois
$293K +$276K +2,665 New
OPTFSNA
2315
Old Point Trust & Financial Services N A
Virginia
$292K
PSP
2316
Principal Street Partners
Tennessee
$292K +$48.5K +468 +21%
VNA
2317
Valley National Advisers
Pennsylvania
$291K +$2.38K +23 +0.9%
BCM
2318
Basso Capital Management
Connecticut
$291K +$274K +2,650 New
WFA
2319
WestHill Financial Advisors
California
$291K +$20.7K +200 +8%
GWM
2320
Gitterman Wealth Management
New Jersey
$291K +$30.1K +291 +12%
AC
2321
ASB Consultores
Florida
$291K -$135K -1,302 -33%
SPP
2322
Single Point Partners
Massachusetts
$290K +$5.28K +51 +2%
KDA
2323
Kraft Davis & Associates
Missouri
$290K +$282K +2,723 New
CCFM
2324
Clear Creek Financial Management
Washington
$290K +$18K +174 +7%
EIA
2325
Edgemoor Investment Advisors
Maryland
$289K +$104 +1 +0%