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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1426
Schnieders Capital Management
California
$885K +$198K +2,000 +27%
SCA
1427
Spearhead Capital Advisors
Florida
$883K -$8.76M -88,460 -91%
TCWM
1428
Total Clarity Wealth Management
Illinois
$883K +$153K +1,548 +20%
WBCM
1429
Wilson & Boucher Capital Management
California
$882K -$9.8K -99 -1%
LFASL
1430
Lugano Financial Advisors SA (LFA)
Switzerland
$879K +$437K +4,418 +92%
JF
1431
Joule Financial
Kentucky
$870K +$29.5K +298 +3%
CA
1432
Continuum Advisory
Idaho
$867K -$37.8K -382 -4%
VBCG
1433
Valley Brook Capital Group
Pennsylvania
$865K +$17.3K +175 +2%
AC
1434
Avestar Capital
New York
$865K +$143K +1,440 +19%
RCM
1435
Raleigh Capital Management
North Carolina
$861K +$42.1K +425 +5%
CST
1436
Charles Schwab Trust
Nevada
$860K – – –
HI
1437
Harbour Investments
Wisconsin
$860K – – –
GIA
1438
Gladstone Institutional Advisory
Florida
$856K -$817K -8,250 -48%
FAM
1439
Formidable Asset Management
Ohio
$856K -$13.6K -137 -1%
SWM
1440
Silverlake Wealth Management
Vermont
$855K +$1.88K +19 +0.2%
SIM
1441
Sentry Investment Management
Wisconsin
$854K – – –
ST
1442
Smithfield Trust
Pennsylvania
$851K -$7.72K -78 -0.9%
GI
1443
GS Investments
Minnesota
$844K – – –
TF
1444
Tompkins Financial
New York
$841K – – –
ESCM
1445
Echo Street Capital Management
New York
$841K +$420K +4,239 +92%
ABP
1446
Arthur B. Page
$839K -$400K -4,040 -31%
BFS
1447
Bickling Financial Services
Massachusetts
$839K +$4.55K +46 +0.5%
MCA
1448
Millennium Capital Advisors
Arkansas
$837K -$94K -950 -10%
EAM
1449
Eagle Asset Management
Florida
$836K -$36.9K -373 -4%
OWA
1450
Outlook Wealth Advisors
Texas
$836K -$1.09K -11 -0.1%