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Name Holding Trade Value Shares
Change
Change in
Stake
NWS
1351
Newport Wealth Strategies
California
$349K -$89.2K -580 -23%
SC
1352
Scholtz & Company
Connecticut
$349K
ME
1353
McIlrath & Eck
Washington
$349K +$27.5K +179 +10%
GCA
1354
Gradient Capital Advisors
California
$348K +$7.69K +50 +3%
SCM
1355
Schnieders Capital Management
California
$347K -$98.4K -640 -25%
AF
1356
Aldebaran Financial
$347K +$53.8K +350 +23%
GWM
1357
Gray Wealth Management
Maine
$347K +$291K +1,890 New
PMG
1358
ProVise Management Group
Florida
$346K -$95.3K -620 -25%
HIM
1359
Harbour Investment Management
Washington
$346K
STA
1360
Summit Trail Advisors
New York
$346K +$290K +1,888 New
REMPR
1361
Roof Eidam Maycock Peralta (REMP)
California
$345K
WWM
1362
WJ Wealth Management
Arizona
$345K +$289K +1,882 New
SSWM
1363
Smith Salley Wealth Management
North Carolina
$344K -$1.23M -8,023 -81%
BO
1364
Bank OZK
Arkansas
$344K -$60.1K -391 -17%
MPW
1365
Monterey Private Wealth
California
$344K +$19.2K +125 +7%
KPW
1366
Kore Private Wealth
New York
$344K +$52.7K +343 +22%
NIC
1367
Northwest Investment Counselors
Oregon
$344K +$64.7K +421 +29%
FPCG
1368
Fort Pitt Capital Group
Pennsylvania
$343K -$28.7M -186,626 -99%
TIM
1369
Total Investment Management
Arizona
$343K -$26.9K -175 -9%
MIC
1370
Meridian Investment Counsel
California
$343K
CFA
1371
Capstone Financial Advisors
Illinois
$343K +$3.07K +20 +1%
B
1372
Bellecapital
Switzerland
$343K +$287K +1,870 New
MGIM
1373
M&G Investment Management
United Kingdom
$341K -$18K -117 -6%
POIA
1374
Pin Oak Investment Advisors
Texas
$340K +$7.69K +50 +3%
BCCM
1375
Bridge Creek Capital Management
Massachusetts
$340K +$24.6K +160 +9%