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Name Holding Trade Value Shares
Change
Change in
Stake
SFSIG
2126
San Francisco Sentry Investment Group
California
$210K -$393K -3,974 -58%
CS
2127
Cannell & Spears
New York
$210K +$286K +2,895 New
KOMWMG
2128
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$209K +$10.3K +104 +4%
CW
2129
CreativeOne Wealth
Kansas
$208K -$33.5K -339 -11%
HFP
2130
Holistic Financial Partners
Indiana
$208K +$41.9K +424 +17%
PCM
2131
Perritt Capital Management
Illinois
$208K +$284K +2,876 New
LSAG
2132
Lake Street Advisors Group
New Hampshire
$206K -$184K -1,864 -40%
CMA
2133
Cedar Mountain Advisors
Oregon
$206K -$55.5K -562 -16%
BHWM
2134
Bay Harbor Wealth Management
Maryland
$205K -$30.6K -310 -10%
AAP
2135
Arax Advisory Partners
Colorado
$205K +$54.9K +556 +24%
BCM
2136
Bayesian Capital Management
New York
$204K -$1.3M -13,186 -82%
PAM
2137
Peak Asset Management
Colorado
$204K -$87.2K -882 -24%
CGA
2138
Crescent Grove Advisors
Illinois
$204K -$2.17K -22 -0.8%
AA
2139
AlphaMark Advisors
Kentucky
$204K +$4.05K +41 +1%
PAM
2140
Premier Asset Management
Illinois
$203K -$431K -4,358 -61%
TIM
2141
Tortoise Investment Management
New York
$203K -$42.7K -432 -13%
PHAM
2142
Palisades Hudson Asset Management
Florida
$202K -$9.19K -93 -3%
CCFM
2143
Clear Creek Financial Management
Washington
$202K -$7.81K -79 -3%
GEA
2144
Glen Eagle Advisors
New Jersey
$200K -$32.2K -326 -11%
FDS
2145
First Dallas Securities
Texas
$200K -$48.5K -491 -15%
EWM
2146
Endurance Wealth Management
Rhode Island
$200K +$1.28K +13 +0.5%
JGIA
2147
Jackson Grant Investment Advisers
Connecticut
$198K +$99 +1 +0%
BAM
2148
Bellevue Asset Management
Washington
$191K +$16.8K +170 +9%
SCM
2149
Silvant Capital Management
Georgia
$189K – – –
SAS
2150
Stelac Advisory Services
New York
$187K +$153K +1,552 +151%