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Name Holding Trade Value Shares
Change
Change in
Stake
BRG
3151
Bay Rivers Group
Virginia
$290K -$29.7K -400 -10%
SLC
3152
Second Line Capital
Louisiana
$289K +$2.08K +28 +0.8%
SHJ
3153
Sharkey, Howes & Javer
Colorado
$289K +$148 +2 +0.1%
JF
3154
JSF Financial
California
$288K +$6.68K +90 +2%
BC
3155
Brio Consultants
California
$288K -$77.7K -1,047 -22%
SP
3156
Saranac Partners
$288K +$25.6K +345 +10%
CC
3157
Clearwave Capital
California
$287K +$277K +3,732 New
PA
3158
Prossimo Advisors
California
$287K +$7.64K +103 +3%
PWM
3159
Palumbo Wealth Management
New York
$287K +$277K +3,729 New
AMCA
3160
Arthur M. Cohen & Associates
Illinois
$287K
SM
3161
Sweeney & Michel
California
$286K +$9.13K +123 +4%
BCM
3162
Bayesian Capital Management
New York
$285K +$275K +3,700 New
VIP
3163
Vista Investment Partners
Oklahoma
$284K +$4.3K +58 +2%
FSCM
3164
Front Street Capital Management
Montana
$284K -$110K -1,479 -29%
LAS
3165
Lloyd Advisory Services
Georgia
$283K -$155K -2,090 -36%
FCM
3166
Fortis Capital Management
Washington
$282K +$272K +3,662 New
WJA
3167
Willis Johnson & Associates
Texas
$282K -$95.9K -1,292 -26%
CGA
3168
Crescent Grove Advisors
Illinois
$281K -$2.82K -38 -1%
DMC
3169
Drexel Morgan & Co
Pennsylvania
$281K
PCM
3170
Payne Capital Management
New York
$281K
FP
3171
Financial Perspectives
Minnesota
$281K -$21.1K -284 -7%
CWM
3172
Cherrydale Wealth Management
New Jersey
$280K +$1.63K +22 +0.6%
SWK
3173
Stephen W. Kidder
$280K -$18.6K -250 -6%
DQRIM
3174
Dale Q Rice Investment Management
Washington
$280K
TCG
3175
Transcendent Capital Group
Oklahoma
$279K +$74 +1 +0%