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Name Holding Trade Value Shares
Change
Change in
Stake
NRC
1901
New Republic Capital
North Carolina
$326K -$54.7K -1,267 -14%
VST
1902
Van Strum & Towne
California
$326K
MA
1903
MONECO Advisors
Connecticut
$326K +$12.7K +294 +4%
WIM
1904
Wittenberg Investment Management
Massachusetts
$325K
PCFFS
1905
Pacific Center for Financial Services
California
$324K +$40.8K +945 +14%
HP
1906
Holistic Planning
Texas
$324K +$9.15K +212 +3%
APW
1907
Austin Private Wealth
Texas
$323K +$18.2K +421 +6%
RWM
1908
Rockline Wealth Management
New York
$322K
NAM
1909
NTV Asset Management
West Virginia
$322K -$40.6K -940 -11%
GC
1910
Gratus Capital
Georgia
$322K
HAS
1911
Holland Advisory Services
Florida
$322K +$777 +18 +0.2%
CPC
1912
Congress Park Capital
New York
$321K
SIMG
1913
Sonora Investment Management Group
Arizona
$320K -$25.5K -590 -7%
WP
1914
WMS Partners
Maryland
$319K +$44.8K +1,039 +16%
EM
1915
Excalibur Management
Massachusetts
$319K +$3.54K +82 +1%
BIA
1916
Bigelow Investment Advisors
Maine
$318K -$181K -4,195 -36%
AWAU
1917
Alliance Wealth Advisors (Utah)
Utah
$316K +$40.1K +930 +15%
FHC
1918
First Heartland Consultants
Missouri
$316K -$38.5K -893 -11%
FFG
1919
Frisch Financial Group
New York
$316K +$3.75K +87 +1%
JCM
1920
Jacobsen Capital Management
Utah
$316K +$6.99K +162 +2%
GD
1921
Grandfield & Dodd
New York
$316K +$1.68K +39 +0.5%
SWP
1922
Semus Wealth Partners
Florida
$316K -$13.2K -305 -4%
SIM
1923
SSI Investment Management
California
$315K -$2.8K -65 -0.9%
BWM
1924
Buckley Wealth Management
Nevada
$314K -$30.5K -708 -9%
MAWA
1925
Moss Adams Wealth Advisors
Washington
$313K -$68.4K -1,586 -18%