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Name Holding Trade Value Shares
Change
Change in
Stake
IIM
1901
Ipswich Investment Management
Massachusetts
$9.1M +$6.39K +35 +0.1%
CIM
1902
Chapman Investment Management
California
$9.08M -$2.37K -13 -0%
PSFG
1903
Prairie Sky Financial Group
Illinois
$9.07M +$91.2K +500 +1%
UHC
1904
Union Heritage Capital
Michigan
$9.07M
PWM
1905
Purus Wealth Management
California
$9.06M -$67.5K -370 -0.8%
AC
1906
AlphaCore Capital
California
$9.06M +$574K +3,146 +7%
LG
1907
LaFleur & Godfrey
Michigan
$9.05M +$2.47M +13,560 +39%
CM
1908
CastleKnight Management
New York
$9.04M +$1.85M +10,120 +26%
VCM
1909
Violich Capital Management
California
$9.02M +$231K +1,265 +3%
FSG
1910
Financial Strategies Group
Michigan
$9.02M +$249K +1,367 +3%
GIM
1911
Goelzer Investment Management
Indiana
$9.01M +$138K +757 +2%
BCM
1912
Barrier Capital Management
California
$9M +$1.24M +6,819 +16%
BCM
1913
Beck Capital Management
Texas
$8.99M +$223K +1,224 +3%
EIA
1914
Eastover Investment Advisors
North Carolina
$8.98M -$882K -4,832 -9%
MCWS
1915
McKinley Carter Wealth Services
West Virginia
$8.98M +$306K +1,676 +4%
BCM
1916
Blume Capital Management
California
$8.97M +$101K +552 +1%
TSS
1917
Two Sigma Securities
New York
$8.97M -$22.9M -125,375 -72%
AWM
1918
Affinity Wealth Management
Delaware
$8.97M +$101K +552 +1%
IA
1919
Insight Advisors
Pennsylvania
$8.95M +$93.4K +512 +1%
ICM
1920
IMS Capital Management
Oregon
$8.95M +$197K +1,078 +2%
BKA
1921
Brick & Kyle Associates
Pennsylvania
$8.94M -$85.9K -471 -1%
ORG
1922
Optimist Retirement Group
Washington
$8.94M +$8.76M +47,990 New
WAS
1923
Wealth Advisory Solutions
Indiana
$8.94M +$3.21M +17,616 +58%
CE
1924
Cornerstone Enterprises
Wisconsin
$8.93M +$860K +4,716 +11%
SLWA
1925
San Luis Wealth Advisors
California
$8.92M +$737K +4,041 +9%