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Name Holding Trade Value Shares
Change
Change in
Stake
SI
1151
Saxon Interests
Texas
$310K
JCM
1152
J2 Capital Management
Michigan
$309K +$84.5K +273 +41%
KBFS
1153
Kohmann Bosshard Financial Services
Ohio
$308K
BAAM
1154
Baker Avenue Asset Management
California
$305K +$41.8K +135 +17%
TCM
1155
Twin Capital Management
Pennsylvania
$305K -$16.1K -52 -5%
BWP
1156
Balboa Wealth Partners
Arizona
$305K +$288K +931 New
CA
1157
Cortland Associates
Missouri
$305K +$1.55K +5 +0.5%
KWS
1158
Keystone Wealth Services
California
$304K +$1.24K +4 +0.4%
MFC
1159
Morris Financial Concepts
South Carolina
$304K
TW
1160
TritonPoint Wealth
Maryland
$303K -$2.79K -9 -1%
LA
1161
LexAurum Advisors
Kansas
$302K +$3.71K +12 +1%
FC
1162
Fairscale Capital
New Hampshire
$302K +$32.5K +105 +15%
LPT
1163
Legacy Private Trust
Wisconsin
$301K
ZF
1164
Zhang Financial
Michigan
$301K -$22.3K -72 -7%
MIM
1165
Morningstar Investment Management
Illinois
$301K +$285K +920 New
GSWM
1166
Golden State Wealth Management
California
$300K -$31K -100 -10%
HCM
1167
Howland Capital Management
Massachusetts
$298K
CGL
1168
Clarius Group LLC
Washington
$297K -$13.9K -45 -5%
SFG
1169
Sovereign Financial Group
Connecticut
$297K -$1.86K -6 -0.7%
VCP
1170
Verus Capital Partners
Arizona
$297K -$15.5K -50 -5%
SF
1171
Summit Financial
New Jersey
$296K -$25.4K -82 -8%
OAM
1172
Oak Asset Management
California
$295K
MHIC
1173
Marble Harbor Investment Counsel
Massachusetts
$295K
FFA
1174
Fortune Financial Advisors
Kansas
$294K
HI
1175
Hudock Inc
Pennsylvania
$292K +$29.1K +94 +12%