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Name Holding Trade Value Shares
Change
Change in
Stake
CMO
2726
Covenant Multifamily Offices
Texas
$548K +$75.5K +780 +16%
BWM
2727
Biltmore Wealth Management
Arizona
$545K
PDM
2728
Penn Davis McFarland
Texas
$544K
SFG
2729
Summit Financial Group
West Virginia
$544K
GIP
2730
Greatmark Investment Partners
Georgia
$542K -$61.9K -640 -10%
NERM
2731
New England Research & Management
Illinois
$542K -$31K -320 -5%
WPIC
2732
White Pine Investment Company
Michigan
$540K
SM
2733
Senvest Management
New York
$540K +$536K +5,540 New
PGAM
2734
Princeton Global Asset Management
New Jersey
$538K -$29K -300 -5%
JFG
2735
JMG Financial Group
Illinois
$536K +$261K +2,700 +96%
FCIM
2736
Fairview Capital Investment Management
California
$536K +$532K +5,500 New
MPPLM
2737
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$534K +$5.81K +60 +1%
HCIA
2738
Hochman Cole Investment Advisors
Illinois
$534K +$170K +1,760 +47%
HS
2739
Haafor (Singapore)
Singapore
$534K +$530K +5,480 New
TCM
2740
Tufton Capital Management
Maryland
$532K -$17.4K -180 -3%
WA
2741
WESPAC Advisors
California
$530K +$145K +1,500 +38%
FAM
2742
Flaharty Asset Management
Florida
$526K +$34.8K +360 +7%
GFPC
2743
Global Financial Private Client
Florida
$525K -$94.9K -980 -15%
HIM
2744
Hillsdale Investment Management
Ontario, Canada
$525K +$32.9K +340 +7%
SC
2745
Searle & Co
Connecticut
$523K
LWS
2746
Lucia Wealth Services
California
$521K +$106K +1,100 +26%
XSC
2747
X-Square Capital
Puerto Rico
$517K -$2.94M -30,420 -85%
WFPG
2748
Waller Financial Planning Group
Ohio
$517K +$5.81K +60 +1%
IP
2749
Investment Partners
Ohio
$517K +$139K +1,440 +37%
WIA
2750
Westbourne Investment Advisors
Maryland
$515K +$48.4K +500 +10%