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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
2126
CenterStar Asset Management
Illinois
$80K
WLPWM
2127
Walled Lake Planning & Wealth Management
Illinois
$80K
SN
2128
Sittner & Nelson
Oregon
$79K
FCB
2129
First Command Bank
Texas
$78K
FCFS
2130
First Command Financial Services
Texas
$78K
VRM
2131
Vectors Research Management
New York
$78K
GM
2132
GeoWealth Management
Illinois
$78K +$69.1K +134 New
PWS
2133
Paragon Wealth Strategies
Florida
$78K +$69.1K +134 New
SPWG
2134
Sage Private Wealth Group
Illinois
$77K
FA
2135
Friess Associates
Delaware
$75K -$40.7K -79 -38%
WOC
2136
West Oak Capital
California
$73K
IP
2137
Isthmus Partners
Wisconsin
$73K +$64.4K +125 New
ST
2138
Sageworth Trust
Pennsylvania
$71K
SIC
2139
Salem Investment Counselors
North Carolina
$70K -$90.2K -175 -59%
CA
2140
Crewe Advisors
Utah
$70K -$3.61K -7 -6%
PP
2141
PrairieView Partners
Minnesota
$70K -$1.55K -3 -2%
MUMSS
2142
Mitsubishi UFJ Morgan Stanley Securities
Japan
$70K +$61.9K +120 New
VCM
2143
Versant Capital Management
Arizona
$64K -$7.73K -15 -12%
RA
2144
Resolute Advisors
California
$64K +$13.4K +26 +31%
SWM
2145
Selective Wealth Management
Virginia
$64K +$38.7K +75 +221%
CYG
2146
Clean Yield Group
Vermont
$64K +$56.7K +110 New
SIS
2147
Sound Income Strategies
Florida
$62K +$20.1K +39 +58%
SWG
2148
Summit Wealth Group
Vermont
$60K
TCM
2149
TD Capital Management
Tennessee
$59K
LSV Asset Management
2150
LSV Asset Management
Illinois
$58K -$619K -1,200 -92%