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Name Holding Trade Value Shares
Change
Change in
Stake
MYIA
3126
Mount Yale Investment Advisors
Colorado
$202K +$196K +1,125 New
HIS
3127
Horizon Investment Services
Indiana
$202K +$196K +1,124 New
JTWM
3128
Jackson Thornton Wealth Management
Alabama
$201K +$196K +1,121 New
SWM
3129
Soundmark Wealth Management
Washington
$200K +$195K +1,117 New
TWM
3130
TMD Wealth Management
Arizona
$200K -$56.4K -323 -22%
MS
3131
Marshall & Sullivan
Washington
$197K +$192K +1,100 New
PP
3132
PFS Partners
New Jersey
$196K +$349 +2 +0.2%
PWS
3133
Paragon Wealth Strategies
Florida
$195K +$7.33K +42 +4%
SCA
3134
Stuart Chaussee & Associates
California
$194K – – –
CCMI
3135
Creative Capital Management Investments
California
$192K +$187K +1,071 New
WCMN
3136
Westchester Capital Management (Nebraska)
Nebraska
$191K – – –
SG Americas Securities
3137
SG Americas Securities
New York
$188K -$16.1M -92,097 -99%
LJHT
3138
Laurie J. Hall Trustee
$185K – – –
TFA
3139
Toth Financial Advisory
Virginia
$183K -$10.5K -60 -6%
CSC
3140
Cove Street Capital
California
$179K – – –
HWM
3141
HighMark Wealth Management
Minnesota
$177K -$175 -1 -0.1%
IHWM
3142
Iron Horse Wealth Management
Iowa
$174K +$85.9K +492 +104%
CA
3143
Centerpoint Advisors
Massachusetts
$172K +$12.7K +73 +8%
CYG
3144
Clean Yield Group
Vermont
$171K +$19.2K +110 +13%
ACM
3145
Antonetti Capital Management
Florida
$171K -$48.9K -280 -23%
CMA
3146
Cedar Mountain Advisors
Oregon
$168K +$175 +1 +0.1%
SSC
3147
Syverson Strege & Co
Iowa
$168K -$5.76K -33 -3%
FPFS
3148
First Personal Financial Services
North Carolina
$165K -$6.98K -40 -4%
AA
3149
AlphaMark Advisors
Kentucky
$164K -$6.98K -40 -4%
PP
3150
PrairieView Partners
Minnesota
$163K – – –