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Name Holding Trade Value Shares
Change
Change in
Stake
DA
1926
DSC Advisors
Illinois
$211K +$178K +1,054 New
LF
1927
Lantz Financial
Illinois
$210K +$178K +1,052 New
CC
1928
Callan Capital
California
$209K +$177K +1,048 New
EWM
1929
Endurance Wealth Management
Rhode Island
$209K
TA
1930
Trellis Advisors
Washington
$209K +$177K +1,046 New
CRWM
1931
Castle Rock Wealth Management
California
$209K +$175K +1,037 New
SIC
1932
Sigma Investment Counselors
Michigan
$207K +$175K +1,038 New
SXL
1933
Summit X LLC
Missouri
$207K +$175K +1,034 New
CAAS
1934
Capital Asset Advisory Services
Michigan
$206K -$72.8K -431 -30%
AA
1935
Ancora Advisors
Ohio
$205K +$2.7K +16 +2%
SWM
1936
SFG Wealth Management
Maryland
$205K +$173K +1,025 New
SWA
1937
Sax Wealth Advisors
New Jersey
$204K +$173K +1,022 New
P
1938
&Partners
Tennessee
$203K +$172K +1,018 New
CSIC
1939
Clifford Swan Investment Counsel
California
$203K +$172K +1,017 New
FFG
1940
Frisch Financial Group
New York
$203K +$171K +1,014 New
JC
1941
JB Capital
Connecticut
$203K +$171K +1,014 New
NFA
1942
Northern Financial Advisors
Michigan
$202K +$291K +1,725 New
CCM
1943
Compton Capital Management
Rhode Island
$201K -$498K -2,950 -75%
AC
1944
ASB Consultores
Florida
$200K +$169K +1,003 New
TIM
1945
Thompson Investment Management
Wisconsin
$200K +$169K +1,003 New
HCM
1946
Hodges Capital Management
Texas
$200K -$110K -650 -35%
JCP
1947
Jennifer C. Price
$200K
SN
1948
Sittner & Nelson
Oregon
$198K +$6.08K +36 +4%
TFM
1949
TFC Financial Management
Massachusetts
$197K +$38.3K +227 +30%
FRA
1950
Front Row Advisors
California
$196K