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Name Holding Trade Value Shares
Change
Change in
Stake
BRIA
1701
Balanced Rock Investment Advisors
Massachusetts
$309K -$274K -3,587 -48%
MIG
1702
McGuire Investment Group
Rhode Island
$309K -$20.5K -269 -6%
AMIM
1703
Aull & Monroe Investment Management
Alabama
$309K -$3.06K -40 -1%
IIM
1704
InTrack Investment Management
Vermont
$308K +$3.67K +48 +1%
FAIM
1705
Financial Advocates Investment Management
Washington
$307K -$47.5K -622 -14%
JWM
1706
JGP Wealth Management
Oregon
$303K -$52K -681 -15%
CPA
1707
Cardiff Park Advisors
California
$302K +$611 +8 +0.2%
KFS
1708
Kaizen Financial Strategies
California
$301K +$17.2K +225 +6%
Allstate Corporation
1709
Allstate Corporation
Illinois
$301K -$33K -432 -10%
TSWM
1710
Tyler-Stone Wealth Management
Ohio
$301K +$25.7K +336 +10%
FRM
1711
Fox Run Management
Connecticut
$301K -$786K -10,294 -73%
AWAU
1712
Alliance Wealth Advisors (Utah)
Utah
$300K +$34.8K +455 +14%
CA
1713
Cornerstone Advisory
Maryland
$300K -$26.2K -343 -8%
Annex Advisory Services
1714
Annex Advisory Services
Wisconsin
$300K +$287K +3,758 New
WCM
1715
WealthBridge Capital Management
Ohio
$299K +$287K +3,754 New
Advisory Alpha
1716
Advisory Alpha
Michigan
$299K +$25.1K +329 +10%
HHRDM
1717
H&H Retirement Design & Management
Nevada
$296K +$325K +4,257 New
SW
1718
SkyOak Wealth
Michigan
$294K – – –
NA
1719
Navellier & Associates
Nevada
$293K – – –
SWM
1720
Stockman Wealth Management
Montana
$293K -$7.14M -93,408 -96%
Winton Group
1721
Winton Group
United Kingdom
$292K -$2.52M -32,983 -90%
WP
1722
Westmount Partners
California
$292K – – –
WIC
1723
Woodmont Investment Counsel
Tennessee
$292K -$7.64K -100 -3%
1IA
1724
1620 Investment Advisors
Massachusetts
$291K -$20.2K -264 -7%
FNC
1725
First National Corp
Massachusetts
$291K – – –