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Name Holding Trade Value Shares
Change
Change in
Stake
MWA
826
Medallion Wealth Advisors
Connecticut
$259K -$2.63K -67 -1%
AGWCA
827
Annis Gardner Whiting Capital Advisors
Florida
$259K +$2.31K +59 +1%
BAM
828
Berkshire Asset Management
Pennsylvania
$259K -$33.1K -844 -13%
FPI
829
Financial Plan Inc
Washington
$258K +$215K +5,499 New
WSCM
830
Wellington Shields Capital Management
New York
$256K -$3.96K -101 -2%
CCFM
831
Clear Creek Financial Management
Washington
$256K +$213K +5,445 New
EA
832
Eclectic Associates
California
$256K -$67.8K -1,730 -24%
CAS
833
Coppell Advisory Solutions
Texas
$254K +$210K +5,365 New
GHA
834
Granite Harbor Advisors
Texas
$253K +$211K +5,391 New
CA
835
CoreCap Advisors
Michigan
$253K +$11.2K +287 +6%
EGA
836
Eagle Global Advisors
Texas
$252K +$210K +5,359 New
SIA
837
Strategic Investment Advisors
Michigan
$251K +$210K +5,351 New
DOA
838
D'Orazio & Associates
Virginia
$251K +$209K +5,345 New
VI
839
VectorGlobal IAG
Florida
$250K +$208K +5,315 New
FA
840
Fiduciary Alliance
South Carolina
$250K -$656K -16,736 -76%
WCA
841
Westover Capital Advisors
Delaware
$249K +$208K +5,300 New
CAG
842
Crestwood Advisors Group
Massachusetts
$248K +$207K +5,273 New
IFWM
843
Institute for Wealth Management
Colorado
$248K +$206K +5,270 New
CIG
844
Cullen Investment Group
Louisiana
$247K +$206K +5,265 New
KWS
845
Keystone Wealth Services
California
$247K +$206K +5,259 New
EFG
846
Everest Financial Group
Minnesota
$247K +$206K +5,257 New
WFS
847
Weitzel Financial Services
Iowa
$247K +$204K +5,216 New
IF
848
Integrity Financial
Wyoming
$246K +$205K +5,239 New
BWFA
849
Baltimore-Washington Financial Advisors
Maryland
$246K -$62.7K -1,600 -23%
IIM
850
Illumine Investment Management
Washington
$246K +$205K +5,232 New