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Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1526
Beaumont Financial Advisors
Massachusetts
$214K -$41.3K -269 -13%
FC
1527
Forte Capital
New York
$214K -$3.07K -20 -1%
FFG
1528
Fortem Financial Group
California
$214K – – –
BEW
1529
Burton Enright Welch
California
$212K +$27K +176 +11%
CSB
1530
City State Bank
Iowa
$212K -$26.8K -175 -9%
MWM
1531
Merriman Wealth Management
Washington
$212K -$21.6K -141 -7%
SAM
1532
Secure Asset Management
Michigan
$211K – – –
IDBONY
1533
Israel Discount Bank of New York
New York
$210K -$8.28K -54 -3%
QCIG
1534
Quad-Cities Investment Group
Iowa
$210K +$1.53K +10 +0.6%
NAS
1535
Nicolet Advisory Services
Wisconsin
$210K +$16.3K +106 +7%
APW
1536
Aurora Private Wealth
New Jersey
$209K -$36.2K -236 -12%
CG
1537
Caprock Group
Idaho
$208K +$22.5K +147 +9%
FBC
1538
Fairfield, Bush & Co
Connecticut
$207K -$37.9K -247 -13%
RFA
1539
RTD Financial Advisors
Pennsylvania
$207K -$33.6K -219 -11%
CMS
1540
Capital Market Strategies
Florida
$207K -$2.15K -14 -0.8%
BFA
1541
Buttonwood Financial Advisors
Maryland
$207K – – –
LCM
1542
LCM Capital Management
Illinois
$207K – – –
CWA
1543
Clarus Wealth Advisors
Arizona
$207K +$10.1K +66 +4%
GSC
1544
Ground Swell Capital
South Carolina
$206K +$261K +1,703 New
SIM
1545
SSI Investment Management
California
$205K +$460 +3 +0.2%
PCM
1546
Presidio Capital Management
California
$204K -$15.3K -100 -6%
HI
1547
Hudock Inc
Pennsylvania
$204K -$1.84K -12 -0.7%
PFM
1548
Parsec Financial Management
North Carolina
$204K +$13.8K +90 +6%
BHWM
1549
Bar Harbor Wealth Management
New Hampshire
$203K -$9.66K -63 -4%
RWP
1550
RWA Wealth Partners
Massachusetts
$203K -$6.75K -44 -3%