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Name Holding Trade Value Shares
Change
Change in
Stake
PM
2751
Penbrook Management
New York
$261K – – –
Wealth Enhancement Advisory Services
2752
Wealth Enhancement Advisory Services
Minnesota
$260K -$2.15M -13,015 -88%
VFP
2753
Verus Financial Partners
Virginia
$259K -$70.3K -425 -19%
PWA
2754
Phoenix Wealth Advisors
North Carolina
$259K -$25.3K -153 -8%
KBFS
2755
Kohmann Bosshard Financial Services
Ohio
$259K +$59.3K +359 +25%
AL
2756
ACAS LLC
California
$258K +$16.7K +101 +7%
CWM
2757
Collaborative Wealth Management
Florida
$258K +$295K +1,783 New
CIC
2758
Cornercap Investment Counsel
Georgia
$257K -$46.8K -283 -14%
DGI
2759
Disciplined Growth Investors
Minnesota
$257K -$28.9K -175 -9%
BCIM
2760
Bishop & Co Investment Management
Pennsylvania
$257K +$14.9K +90 +5%
FOA
2761
Five Oceans Advisors
California
$256K – – –
CJFS
2762
Coulter & Justus Financial Services
Tennessee
$256K +$292K +1,767 New
TCBWMS
2763
Texas Capital Bank Wealth Management Services
Texas
$254K -$268K -1,624 -48%
MWP
2764
Meridian Wealth Partners
Pennsylvania
$254K +$289K +1,751 New
KWS
2765
Keystone Wealth Services
California
$253K +$827 +5 +0.3%
FRM
2766
Fox Run Management
Connecticut
$253K +$289K +1,746 New
TWP
2767
Transparent Wealth Partners
Arkansas
$253K +$289K +1,750 New
OR
2768
Olympiad Research
Connecticut
$252K +$288K +1,740 New
HCMG
2769
Howard Capital Management Group
California
$251K – – –
SIA
2770
Strategic Investment Advisors
Michigan
$251K +$286K +1,732 New
SFS
2771
Summit Financial Strategies
Ohio
$250K – – –
MCM
2772
MV Capital Management
Maryland
$250K +$7.77K +47 +3%
BMCM
2773
Burns Matteson Capital Management
New York
$250K – – –
KCM
2774
Kendall Capital Management
Maryland
$249K – – –
IRC
2775
Investors Research Corp
Georgia
$249K +$827 +5 +0.3%