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Name Holding Trade Value Shares
Change
Change in
Stake
HAS
2101
Holland Advisory Services
Florida
$397K +$17.7K +61 +5%
PIA
2102
Petredis Investment Advisors
Pennsylvania
$397K -$29K -100 -7%
WPP
2103
Whalerock Point Partners
Rhode Island
$397K -$13.3K -46 -3%
YIM
2104
Yoffe Investment Management
Pennsylvania
$397K – – –
SCA
2105
STALEY CAPITAL ADVISERS
Pennsylvania
$396K – – –
HC
2106
Hendley & Co
Ohio
$396K -$21.8K -75 -5%
CA
2107
Crumly & Associates
Illinois
$396K +$74.2K +256 +22%
MFWP
2108
Mosaic Family Wealth Partners
Missouri
$396K +$870 +3 +0.2%
BBA
2109
Baader Bank Aktiengesellschaft
Germany
$395K -$1.37M -4,730 -77%
OWA
2110
Opal Wealth Advisors
New York
$395K +$4.93K +17 +1%
SFP
2111
Shepherd Financial Partners
Massachusetts
$395K +$2.03K +7 +0.5%
KLWA
2112
Kelly Lawrence W & Associates
California
$395K – – –
BWM
2113
Blossom Wealth Management
California
$394K +$7.83K +27 +2%
CFG
2114
Copley Financial Group
California
$392K -$13.3K -46 -3%
FSA
2115
Financial Security Advisor
Virginia
$391K +$1.45K +5 +0.4%
QIM
2116
Quest Investment Management
Oregon
$391K – – –
TIA
2117
Traphagen Investment Advisors
New Jersey
$390K +$11.3K +39 +3%
I
2118
InceptionR
California
$390K -$820K -2,829 -67%
PMG
2119
Private Management Group
California
$389K – – –
SP
2120
Successful Portfolios
Florida
$389K -$26.1K -90 -6%
MCM
2121
Monument Capital Management
Virginia
$388K -$18K -62 -4%
FFG
2122
Frisch Financial Group
New York
$388K +$72.5K +250 +22%
AA
2123
Addison Advisors
Vermont
$388K -$870 -3 -0.2%
GG
2124
GenWealth Group
New Jersey
$388K – – –
TPI
2125
Trust Point Inc
Wisconsin
$387K +$398K +1,372 New