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Name Holding Trade Value Shares
Change
Change in
Stake
GPWM
2401
Grant Private Wealth Management
California
$406K +$26.1K +205 +7%
EIA
2402
Edgemoor Investment Advisors
Maryland
$405K +$127 +1 +0%
AA
2403
Aufman Associates
Pennsylvania
$405K – – –
WGCA
2404
Wolf Group Capital Advisors
Virginia
$405K +$388K +3,050 New
GAM
2405
Gemmer Asset Management
California
$404K – – –
WC
2406
Weil Company
California
$404K -$392K -3,080 -50%
BCCM
2407
Bridge Creek Capital Management
Massachusetts
$403K -$3.18K -25 -0.8%
CAAM
2408
Cornerstone Advisors Asset Management
Pennsylvania
$403K +$62.5K +491 +19%
RA
2409
Ruggaard & Associates
Ohio
$402K +$62K +487 +19%
MCA
2410
Magnolia Capital Advisors
Mississippi
$402K +$13.6K +107 +4%
DIA
2411
Davidson Investment Advisors
Montana
$402K – – –
ECM
2412
Elgethun Capital Management
South Dakota
$401K +$24.1K +189 +7%
CWS
2413
Cypress Wealth Services
California
$401K +$12.3K +97 +3%
NRG
2414
Nemes Rush Group
Michigan
$401K -$36.7K -288 -9%
MIC
2415
Meridian Investment Counsel
California
$400K – – –
CBOR
2416
Community Bank of Raymore
Missouri
$399K -$15.9K -125 -4%
PAG
2417
Powers Advisory Group
Illinois
$398K -$9.04K -71 -2%
Hillsdale Investment Management
2418
Hillsdale Investment Management
Ontario, Canada
$398K +$188K +1,480 +97%
PAS
2419
Professional Advisory Services
Florida
$398K – – –
HFP
2420
Holistic Financial Partners
Indiana
$398K +$1.4K +11 +0.4%
Perfromance Wealth Partners
2421
Perfromance Wealth Partners
Illinois
$397K +$114K +892 +42%
SAF
2422
Smith Anglin Financial
Texas
$396K +$5.6K +44 +1%
SRC
2423
Sage Rhino Capital
California
$396K +$1.15K +9 +0.3%
SFC
2424
Strategic Financial Concepts
Texas
$396K +$24.4K +192 +7%
BTWM
2425
Brass Tax Wealth Management
Ohio
$396K +$382 +3 +0.1%