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Name Holding Trade Value Shares
Change
Change in
Stake
WFI
2076
West Family Investments
California
$454K -$126K -255 -20%
S
2077
Sunpointe
Missouri
$452K -$3.47K -7 -0.7%
FAN
2078
Financial Advisors Network
California
$450K +$502K +1,013 New
GIM
2079
Groesbeck Investment Management
New Jersey
$450K – – –
TAM
2080
Titleist Asset Management
Texas
$449K +$226K +456 +82%
VCP
2081
Verus Capital Partners
Arizona
$447K -$15.8K -32 -3%
OWA
2082
Outlook Wealth Advisors
Texas
$447K +$60.4K +122 +14%
PHIC
2083
Pine Haven Investment Counsel
Massachusetts
$447K – – –
ITFISA
2084
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$446K – – –
SRC
2085
Shufro Rose & Co
New York
$445K -$55.9K -113 -10%
AAIM
2086
Asset Advisors Investment Management
Georgia
$445K – – –
DAM
2087
Deltec Asset Management
New York
$445K – – –
HP
2088
Highlander Partners
Texas
$445K – – –
JWM
2089
Jupiter Wealth Management
Colorado
$445K +$248K +500 +100%
OGC
2090
One68 Global Capital
New York
$445K +$495K +1,000 New
DF
2091
Dunhill Financial
United Kingdom
$444K +$88.6K +179 +22%
CCM
2092
Crabel Capital Management
California
$444K +$238K +481 +93%
AIM
2093
Acropolis Investment Management
Missouri
$442K +$493K +995 New
SC
2094
Sepio Capital
Utah
$442K +$10.9K +22 +2%
GWM
2095
GK Wealth Management
Nevada
$441K +$491K +992 New
PWMG
2096
Prestige Wealth Management Group
New Jersey
$441K +$19.3K +39 +4%
GCM
2097
Gables Capital Management
Florida
$440K +$61.9K +125 +14%
BIP Wealth
2098
BIP Wealth
Georgia
$440K -$109K -221 -18%
CPW
2099
Crestmont Private Wealth
Texas
$440K +$35.2K +71 +8%
BF
2100
Brucke Financial
Indiana
$440K +$498K +1,006 New