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Name Holding Trade Value Shares
Change
Change in
Stake
TIMH
1801
Tilt Investment Management Holdings
New York
$618K -$2.93M -10,749 -83%
FMLI
1802
Fukoku Mutual Life Insurance
Japan
$615K +$30K +110 +5%
BIP
1803
Blueprint Investment Partners
North Carolina
$615K -$35.7K -131 -6%
EWG
1804
Executive Wealth Group
Washington
$615K
CBNLCF
1805
Cognios Beta Neutral Large Cap Fund
Kansas
$615K -$55K -202 -9%
LMKC
1806
L.M. Kohn & Company
Ohio
$613K +$27.2K +100 +5%
KLCM
1807
KG&L Capital Management
Louisiana
$611K -$35.4K -130 -6%
KP
1808
Keel Point
Alabama
$611K +$29.2K +107 +5%
DF
1809
Donoghue Forlines
Massachusetts
$610K -$62.1K -228 -10%
HC
1810
Hamilton Capital
Ohio
$608K +$43.9K +161 +8%
SCM
1811
SOL Capital Management
Maryland
$607K
MCM
1812
Magnolia Capital Management
New York
$605K
BFS
1813
Burkett Financial Services
South Carolina
$604K +$571K +2,096 New
KIA
1814
KLR Investment Advisors
Rhode Island
$603K +$85K +312 +18%
CG
1815
Corundum Group
Colorado
$602K +$33.5K +123 +6%
AF
1816
Advisornet Financial
Minnesota
$601K +$21.3K +78 +4%
CG
1817
CFO4Life Group
Texas
$601K -$53.9K -198 -9%
CAL
1818
Capital Advisors Ltd
Ohio
$599K +$817 +3 +0.1%
CWM
1819
Connecticut Wealth Management
Connecticut
$595K +$82K +301 +17%
1WA
1820
180 Wealth Advisors
Washington
$591K -$23.7K -87 -4%
AC
1821
Avestar Capital
New York
$591K +$207K +760 +59%
HFS
1822
Howard Financial Services
Texas
$590K +$27.8K +102 +5%
MAWA
1823
Moss Adams Wealth Advisors
Washington
$588K +$556K +2,040 New
AR
1824
Apeiron RIA
Texas
$587K -$22.6K -83 -4%
IAG
1825
Investment Advisory Group
Massachusetts
$587K -$272 -1 -0%