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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2051
Curi Wealth Management
North Carolina
$205K +$7.63K +32 +4%
GIM
2052
Guild Investment Management
California
$205K +$196K +822 New
TSS
2053
Two Sigma Securities
New York
$205K +$196K +823 New
SW
2054
StrongBox Wealth
Missouri
$205K +$197K +824 New
BEAM
2055
Baker Ellis Asset Management
Washington
$202K -$47.7K -200 -20%
KA
2056
KLCM Advisors
Wisconsin
$202K +$194K +813 New
PFA
2057
Pettinga Financial Advisors
Indiana
$201K +$193K +807 New
CCM
2058
Condor Capital Management
New Jersey
$201K +$193K +809 New
IP
2059
Investment Partners
Ohio
$200K -$16.7K -70 -8%
SPWG
2060
Sage Private Wealth Group
Illinois
$200K -$5.01K -21 -3%
GWSG
2061
GPS Wealth Strategies Group
Colorado
$195K +$187K +784 New
HBT
2062
Hills Bank & Trust
Iowa
$193K -$6.92K -29 -4%
WR
2063
WD Rutherford
Oregon
$191K
TJHA
2064
Thomas J. Herzfeld Advisors
Florida
$178K
CTB
2065
Country Trust Bank
Illinois
$178K +$5.49K +23 +3%
PSB
2066
Piscataqua Savings Bank
New Hampshire
$176K +$168K +706 New
ACM
2067
AUA Capital Management
Pennsylvania
$175K
APWM
2068
Atlas Private Wealth Management
New York
$165K
HFS
2069
HBC Financial Services
Washington
$161K +$85.9K +360 +126%
FMP
2070
Financial Management Professionals
Texas
$161K -$477 -2 -0.3%
SC
2071
Sierra Capital
Florida
$157K +$151K +633 New
TLFA
2072
True Link Financial Advisors
California
$151K
IRAG
2073
Investment Research & Advisory Group
Georgia
$150K
SAI
2074
Systematic Alpha Investments
New Jersey
$149K
SSC
2075
Syverson Strege & Co
Iowa
$149K