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Name Holding Trade Value Shares
Change
Change in
Stake
MIM
1426
Moseley Investment Management
Florida
$221K
AAMC
1427
Asset Allocation & Management Company
Illinois
$221K +$265K +1,031 New
WRM
1428
Weybosset Research & Management
Rhode Island
$220K +$263K +1,025 New
BA
1429
Ballast Advisors
Minnesota
$219K
SIG
1430
Sargent Investment Group
Maryland
$219K
SIM
1431
Sadoff Investment Management
Wisconsin
$219K +$5.65K +22 +2%
TFA
1432
Triad Financial Advisors
North Carolina
$218K
EWM
1433
Endowment Wealth Management
Wisconsin
$218K +$8.99K +35 +4%
CWM
1434
Castle Wealth Management
Florida
$217K -$2.57K -10 -1%
ESB
1435
Essex Savings Bank
Connecticut
$216K +$21.6K +84 +9%
NCM
1436
Next Capital Management
New York
$216K +$258K +1,006 New
WFS
1437
Widmann Financial Services
Maryland
$215K
ICM
1438
IMS Capital Management
Oregon
$215K
PSB
1439
Piscataqua Savings Bank
New Hampshire
$215K
FH
1440
FWG Holdings
Florida
$214K -$15.9K -62 -6%
TSW
1441
Thompson Siegel & Walmsley
Virginia
$212K
JSW
1442
Journey Strategic Wealth
New Jersey
$212K +$253K +985 New
GWM
1443
Geneos Wealth Management
Colorado
$211K -$535K -2,082 -68%
CIC
1444
Chilton Investment Company
Connecticut
$208K
WWM
1445
Windsor Wealth Management
Indiana
$208K
PWMAG
1446
Pinnacle Wealth Management Advisory Group
New Jersey
$208K +$30.3K +118 +14%
BCM
1447
Blume Capital Management
California
$207K
KWM
1448
Kolinsky Wealth Management
New Jersey
$207K +$12.6K +49 +5%
FPAS
1449
Focus Partners Advisor Solutions
Missouri
$204K +$37.5K +146 +18%
IA
1450
Insight Advisors
Pennsylvania
$203K -$5.65K -22 -2%