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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2801
Collaborative Wealth Management
Florida
$241K -$15.9K -104 -6%
LFG
2802
Leverty Financial Group
Wisconsin
$241K – – –
ML
2803
McAdam LLC
Pennsylvania
$241K +$256K +1,679 New
PCA
2804
Pallas Capital Advisors
Massachusetts
$240K -$46.2K -303 -19%
First Eagle Investment Management
2805
First Eagle Investment Management
New York
$240K -$4.88K -32 -2%
MF
2806
Montis Financial
Massachusetts
$240K +$458 +3 +0.2%
BI
2807
Ballast Inc
Kentucky
$239K – – –
NIM
2808
NuWave Investment Management
New Jersey
$238K -$253K -1,656 -50%
PGA
2809
Portland Global Advisors
Maine
$238K -$67.6K -443 -21%
CSIA
2810
Charles Schwab Investment Advisory
California
$238K -$31.9K -209 -11%
SCM
2811
Stonehearth Capital Management
Massachusetts
$238K +$26.8K +176 +12%
SC
2812
Saturna Capital
Washington
$238K +$39K +256 +18%
WF
2813
Whelan Financial
California
$238K +$253K +1,656 New
FWSM
2814
First Wilshire Securities Management
California
$237K – – –
OFW
2815
Omnia Family Wealth
Florida
$237K – – –
SRG
2816
SBB Research Group
Illinois
$237K +$2.29K +15 +0.9%
AFS
2817
AFG Fiduciary Services
Massachusetts
$237K +$3.66K +24 +1%
JWWM
2818
Johnson & White Wealth Management
Pennsylvania
$237K +$252K +1,651 New
RCG
2819
Resource Consulting Group
Florida
$236K +$251K +1,645 New
LRWA
2820
Long Run Wealth Advisors
New York
$235K -$31.6K -207 -11%
SFA
2821
Source Financial Advisors
New York
$235K +$16.6K +109 +7%
SL
2822
Sentinus LLC
Illinois
$235K +$250K +1,636 New
EAM
2823
Eukles Asset Management
Ohio
$234K +$16K +105 +7%
GCP
2824
GSA Capital Partners
United Kingdom
$234K +$249K +1,631 New
IAG
2825
Investment Advisory Group
Massachusetts
$233K – – –