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Name Holding Trade Value Shares
Change
Change in
Stake
LF
1926
Lantz Financial
Illinois
$214K -$40.8K -179 -16%
C
1927
Certuity
Florida
$214K +$207K +908 New
W
1928
WealthOne
New York
$213K +$206K +901 New
SIC
1929
Samalin Investment Counsel
New York
$213K +$206K +903 New
LWMM
1930
Legacy Wealth Management (Mississippi)
Mississippi
$212K +$205K +900 New
BST
1931
Bath Savings Trust
Maine
$212K +$204K +896 New
GIM
1932
Goelzer Investment Management
Indiana
$212K +$205K +897 New
EFSCE
1933
Enterprise Financial Services Corp (EFSC)
Missouri
$211K +$9.35K +41 +5%
TVAMP
1934
Tennessee Valley Asset Management Partners
Tennessee
$211K +$204K +893 New
AWM
1935
Apollon Wealth Management
South Carolina
$211K +$204K +896 New
PWMG
1936
Prestige Wealth Management Group
New Jersey
$210K +$25.1K +110 +14%
CAM
1937
Concorde Asset Management
Michigan
$210K +$204K +895 New
KLI
1938
Kelman-Lazarov Inc
Tennessee
$208K -$112K -493 -36%
WA
1939
Waverly Advisors
Alabama
$208K +$198K +867 New
CCM
1940
Condor Capital Management
New Jersey
$208K +$201K +880 New
JWA
1941
JFS Wealth Advisors
Pennsylvania
$207K +$10.5K +46 +6%
WP
1942
WealthShield Partners
North Carolina
$207K +$200K +877 New
KFP
1943
Keystone Financial Planning
Ohio
$206K -$183K -803 -48%
HDIM
1944
Hanson & Doremus Investment Management
Vermont
$205K -$18.3K -80 -8%
ACA
1945
Affinity Capital Advisors
California
$205K
IP
1946
Investment Partners
Ohio
$205K +$198K +867 New
RIG
1947
Roosevelt Investment Group
New York
$204K -$122K -536 -38%
MCM
1948
Marathon Capital Management
Maryland
$204K +$197K +865 New
TA
1949
TFG Advisers
Michigan
$204K +$197K +865 New
DWM
1950
Darwin Wealth Management
Florida
$203K -$11.4K -50 -5%