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Name Holding Trade Value Shares
Change
Change in
Stake
FMP
2101
Financial Management Professionals
Texas
$1.02M -$71.5K -507 -7%
CCA
2102
Conservest Capital Advisors
Pennsylvania
$1.02M -$30.2K -214 -3%
FFA
2103
Fortune Financial Advisors
Kansas
$1.01M +$21.3K +151 +2%
E3F
2104
Eight 31 Financial
Texas
$1.01M -$110K -781 -10%
RBF Capital
2105
RBF Capital
California
$1M -$423K -3,000 -30%
OPTFSNA
2106
Old Point Trust & Financial Services N A
Virginia
$1M -$157K -1,116 -14%
CI
2107
Ceera Investments
Texas
$998K +$983K +6,972 New
MCM
2108
Mork Capital Management
California
$998K – – –
BPW
2109
Bingham Private Wealth
California
$994K +$57.7K +409 +6%
NQWM
2110
Northwest Quadrant Wealth Management
Oregon
$993K +$8.46K +60 +0.9%
KP
2111
Keel Point
Alabama
$991K -$98.8K -701 -9%
JMFC
2112
J.M. Forbes & Co
Massachusetts
$991K -$25.8K -183 -3%
ADBIC
2113
A.D. Beadell Investment Counsel
Wisconsin
$990K – – –
T
2114
Tidemark
California
$988K +$1.83K +13 +0.2%
ACP
2115
Argyle Capital Partners
California
$988K -$387K -2,742 -28%
ITIM
2116
Indiana Trust & Investment Management
Indiana
$987K -$57.1K -405 -6%
PIWA
2117
Prevail Innovative Wealth Advisors
Kansas
$985K +$197K +1,394 +25%
AAM
2118
Aureus Asset Management
Massachusetts
$982K -$195K -1,385 -17%
VIM
2119
Vista Investment Management
Pennsylvania
$982K -$46.2K -328 -5%
SWA
2120
Strata Wealth Advisors
Texas
$981K +$420K +2,979 +77%
LMKC
2121
L.M. Kohn & Company
Ohio
$980K -$79.5K -564 -8%
MFG
2122
Mainsail Financial Group
Washington
$980K +$35.4K +251 +4%
III
2123
Independent Investors Inc
New York
$979K -$21.1K -150 -2%
CIAS
2124
CFS Investment Advisory Services
New Jersey
$979K -$625K -4,435 -39%
OWM
2125
OneAscent Wealth Management
Alabama
$978K +$449K +3,186 +88%