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Name Holding Trade Value Shares
Change
Change in
Stake
DIM
2101
Delta Investment Management
California
$526K +$1.9K +6 +0.4%
CH
2102
Cromwell Holdings
Wyoming
$525K
SFG
2103
Sunburst Financial Group
Alabama
$524K +$12.7K +40 +3%
KFGK
2104
Keystone Financial Group (Kentucky)
Kentucky
$524K +$27.9K +88 +6%
DFS
2105
Dixon Fnancial Services
California
$524K +$31.7K +100 +7%
CA
2106
Calton & Associates
Florida
$523K +$25.1K +79 +5%
YL
2107
YCG LLC
Texas
$523K +$507K +1,598 New
WC
2108
Waterloo Capital
Texas
$523K +$216K +680 +74%
EV
2109
EJMK Ventures
Illinois
$523K +$507K +1,597 New
CG
2110
Cynosure Group
Utah
$521K +$505K +1,593 New
PFT
2111
Providence First Trust
Arizona
$519K +$503K +1,585 New
PIM
2112
Profit Investment Management
Maryland
$518K -$40K -126 -7%
PIM
2113
Progressive Investment Management
Oregon
$517K +$151K +475 +43%
MFFIA
2114
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$515K
VCAM
2115
Van Cleef Asset Management
Ohio
$515K +$15.9K +50 +3%
CWAG
2116
Compton Wealth Advisory Group
Virginia
$514K
IFPG
2117
Intrepid Financial Planning Group
Indiana
$514K
LTI
2118
Laffer Tengler Investments
Tennessee
$513K -$122K -384 -20%
LWM
2119
Lyell Wealth Management
California
$512K +$25.7K +81 +5%
FBT
2120
First Bankers Trust
Kentucky
$511K
GIM
2121
Groesbeck Investment Management
New Jersey
$511K +$1.59K +5 +0.3%
TCM
2122
Triumph Capital Management
Colorado
$511K +$5.39K +17 +1%
CAAS
2123
Capital Asset Advisory Services
Michigan
$509K -$4.76K -15 -1%
WMA
2124
West Michigan Advisors
Michigan
$509K +$10.2K +32 +2%
CWM
2125
Circle Wealth Management
New Jersey
$508K -$5.39K -17 -1%