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Name Holding Trade Value Shares
Change
Change in
Stake
RIG
1601
Roosevelt Investment Group
New York
$300K +$12.1K +63 +4%
MFG
1602
Magnus Financial Group
New York
$300K +$32.8K +171 +12%
CAM
1603
Cubic Asset Management
Massachusetts
$298K
TF
1604
Trek Financial
Arizona
$297K -$226K -1,175 -43%
CF
1605
Centaurus Financial
California
$297K -$164K -856 -36%
BAM
1606
Baldrige Asset Management
Pennsylvania
$297K
CC
1607
Cedar Capital
Illinois
$297K +$295K +1,537 New
DOA
1608
D'Orazio & Associates
Virginia
$296K -$10.7K -56 -4%
TIA
1609
Tiemann Investment Advisors
California
$296K +$11.5K +60 +4%
BWM
1610
Baystate Wealth Management
Massachusetts
$295K -$1.34K -7 -0.5%
KLI
1611
Kelman-Lazarov Inc
Tennessee
$294K -$6.91K -36 -2%
LCOV
1612
London Company of Virginia
Virginia
$294K
OPPM
1613
Opus Point Partners Management
New York
$294K +$23.2K +121 +9%
KPCM
1614
Kings Point Capital Management
New York
$294K +$44.1K +230 +18%
OAM
1615
Oberweis Asset Management
Illinois
$292K -$13.8K -72 -5%
SWK
1616
Stephen W. Kidder
$292K -$10.6K -55 -4%
WCF
1617
West Coast Financial
California
$291K +$288K +1,502 New
CL
1618
Choreo LLC
Illinois
$290K -$204K -1,061 -41%
PDM
1619
Penn Davis McFarland
Texas
$290K
TSS
1620
Thomas Story & Son
Indiana
$290K
WLIM
1621
White Lighthouse Investment Management
Massachusetts
$290K +$19.2K +100 +7%
SP
1622
Symmetry Partners
Connecticut
$289K -$65.1K -339 -18%
BWP
1623
Bernardo Wealth Planning
Pennsylvania
$289K -$22.8K -119 -7%
CPSAC
1624
Chas P. Smith & Associates (CPS)
Florida
$289K +$768 +4 +0.3%
MWM
1625
Modera Wealth Management
New Jersey
$288K -$4.64M -24,176 -94%