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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1701
Advance Capital Management
Michigan
$239K -$26.1K -166 -11%
SDAM
1702
Shulman DeMeo Asset Management
New York
$239K
DAM
1703
Deltec Asset Management
New York
$239K
AWA
1704
Acorn Wealth Advisors
Michigan
$238K -$2.51K -16 -1%
GIA
1705
GHP Investment Advisors
Colorado
$238K
CPRC
1706
Consolidated Portfolio Review Corp
New York
$238K +$211K +1,344 New
SFG
1707
SNS Financial Group
Minnesota
$238K +$211K +1,344 New
CPC
1708
Congress Park Capital
New York
$238K +$211K +1,343 New
MWA
1709
Medallion Wealth Advisors
Connecticut
$238K +$215K +1,369 New
MCC
1710
Maiden Cove Capital
Maine
$238K +$211K +1,343 New
GM
1711
GeoWealth Management
Illinois
$237K -$21.8K -139 -9%
PWM
1712
Palacios Wealth Management
Florida
$237K +$221K +1,408 New
MPM
1713
Meritage Portfolio Management
Kansas
$236K -$1.48M -9,418 -88%
SF
1714
Symphony Financial
Texas
$236K +$211K +1,343 New
SL
1715
Sentry LLC
Tennessee
$236K
6F
1716
626 Financial
Michigan
$235K -$95.1K -606 -31%
PGAM
1717
Princeton Global Asset Management
New Jersey
$235K +$107K +683 +106%
SDH
1718
Sloy Dahl & Holst
Washington
$234K
AL
1719
Aspiriant LLC
California
$234K -$12.9K -82 -6%
DRP
1720
Decker Retirement Planning
Utah
$234K +$207K +1,321 New
HKAM
1721
Horizon Kinetics Asset Management
New York
$234K -$67.2K -428 -24%
SC
1722
Schulhoff & Co
Ohio
$234K
AA
1723
Ancora Advisors
Ohio
$233K -$475K -3,027 -70%
CAM
1724
CenterStar Asset Management
Illinois
$231K -$134K -854 -40%
SAM
1725
Shell Asset Management
Netherlands
$231K -$557K -3,547 -73%