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Name Holding Trade Value Shares
Change
Change in
Stake
BONST
2176
Bank of Nova Scotia Trust
Ontario, Canada
$320K -$38.1K -390 -11%
AM
2177
Atwater Malick
Pennsylvania
$319K -$112K -1,150 -27%
WCF
2178
West Coast Financial
California
$319K +$42.8K +438 +17%
LPIC
2179
LeJeune Puetz Investment Counsel
Michigan
$317K – – –
NIA
2180
Northstar Investment Advisors
Colorado
$316K -$197K -2,020 -40%
WWM
2181
Wolff Wiese Magana
California
$316K -$27K -277 -8%
EWF
2182
Epstein & White Financial
California
$315K -$60K -614 -17%
WIC
2183
Wilkins Investment Counsel
Massachusetts
$315K -$22K -225 -7%
IGGA
2184
Iron Gate Global Advisors
Utah
$315K +$19.5K +200 +7%
AWP
2185
Abacus Wealth Partners
California
$314K +$293K +2,998 New
SIS
2186
Sound Income Strategies
Florida
$313K +$90.3K +925 +45%
SRSA
2187
S.R. Schill & Associates
Washington
$313K +$50.5K +517 +21%
1WM
2188
1900 Wealth Management
Texas
$312K -$80.9K -829 -22%
JF
2189
JSF Financial
California
$311K -$54.6K -559 -16%
CAM
2190
Cozad Asset Management
Illinois
$311K -$4K -41 -1%
MGIA
2191
Matthew Goff Investment Advisor
Texas
$310K – – –
DWM
2192
Denver Wealth Management
Colorado
$310K +$186K +1,906 New
HC
2193
Henshaw Capital
Massachusetts
$308K +$287K +2,941 New
TW
2194
Towerpoint Wealth
California
$308K -$17.4K -178 -6%
SIMM
2195
Stillwater Investment Management (Minnesota)
Minnesota
$308K +$3.32K +34 +1%
HFS
2196
Howard Financial Services
Texas
$308K +$8.79K +90 +3%
MLL
2197
Moody Lynn & Lieberson
Massachusetts
$307K +$286K +2,934 New
IWAG
2198
Integer Wealth Advisors Group
Georgia
$306K – – –
BFS
2199
Bickling Financial Services
Massachusetts
$306K +$1.56K +16 +0.6%
PMG
2200
Private Management Group
California
$306K +$2.83K +29 +1%