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Name Holding Trade Value Shares
Change
Change in
Stake
GJIA
2051
Glass Jacobson Investment Advisors
Maryland
$322K – – –
VBFG
2052
Vishria Bird Financial Group
Tennessee
$322K – – –
SIC
2053
Samalin Investment Counsel
New York
$322K +$52.3K +177 +17%
LSWP
2054
Liberty Square Wealth Partners
Pennsylvania
$321K – – –
MIC
2055
Means Investment Company
Maine
$321K -$133K -450 -27%
FAM
2056
Formidable Asset Management
Ohio
$321K – – –
ATS
2057
Ashton Thomas Securities
New York
$320K -$21.6K -73 -6%
HFS
2058
Howard Financial Services
Texas
$320K -$93.4K -316 -21%
CAAS
2059
Capital Asset Advisory Services
Michigan
$319K -$76K -257 -18%
1WM
2060
1900 Wealth Management
Texas
$319K +$5.62K +19 +2%
AC
2061
AlphaCore Capital
California
$317K +$68.6K +232 +25%
NFG
2062
Nadler Financial Group
Illinois
$317K – – –
GFPC
2063
Global Financial Private Client
Florida
$317K +$7.98K +27 +2%
MIM
2064
Montgomery Investment Management
Maryland
$316K – – –
TC
2065
Truvestments Capital
Florida
$314K -$2.66K -9 -0.8%
OPA
2066
Old Port Advisors
Maine
$313K +$12.1K +41 +4%
EWA
2067
Encompass Wealth Advisors
Oregon
$313K – – –
BCM
2068
Berbice Capital Management
New York
$313K +$4.14K +14 +1%
VCM
2069
Vivaldi Capital Management
Illinois
$313K +$88.1K +298 +34%
BEW
2070
Burton Enright Welch
California
$313K -$296 -1 -0.1%
GWM
2071
Gitterman Wealth Management
New Jersey
$312K -$155K -525 -31%
MPM
2072
MBB Public Markets
Illinois
$312K +$343K +1,161 New
1832 Asset Management
2073
1832 Asset Management
Ontario, Canada
$312K -$197M -665,799 -100%
FCA
2074
FLC Capital Advisors
California
$311K – – –
AA
2075
Armis Advisers
Georgia
$310K +$344K +1,163 New