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Name Holding Trade Value Shares
Change
Change in
Stake
WF
2451
Whelan Financial
California
$643K +$331K +2,052 +117%
SFI
2452
SPC Financial Inc
Maryland
$641K +$28.8K +178 +5%
SI
2453
SCP Investment
California
$641K +$614K +3,800 New
AWM
2454
Ameliora Wealth Management
Switzerland
$640K +$30.4K +188 +5%
MGIA
2455
Matthew Goff Investment Advisor
Texas
$640K +$162 +1 +0%
BPFA
2456
Barnes Pettey Financial Advisors
Mississippi
$639K -$6.46K -40 -1%
BCMLT
2457
Beacon Capital Management LLC (Tennessee)
Tennessee
$638K – – –
ADBIC
2458
A.D. Beadell Investment Counsel
Wisconsin
$637K +$64.6K +400 +12%
BWA
2459
Bordeaux Wealth Advisors
California
$637K +$23.4K +145 +4%
KAS
2460
KPP Advisory Services
Kentucky
$632K +$606K +3,750 New
AFIA
2461
America First Investment Advisors
Nebraska
$632K – – –
DMBA
2462
Deseret Mutual Benefit Administrators
Utah
$631K -$84.2K -521 -12%
VLC
2463
Van Leeuwen & Company
New Jersey
$630K +$8.4K +52 +1%
EWM
2464
Elite Wealth Management
Washington
$630K -$17K -105 -3%
GG
2465
Golden Green
South Carolina
$630K -$9.85K -61 -2%
RHJA
2466
Rice Hall James & Associates
California
$630K – – –
RWP
2467
Revolve Wealth Partners
New Jersey
$629K +$48.3K +299 +9%
RRA
2468
Round Rock Advisors
Connecticut
$629K -$5.17K -32 -0.9%
CA
2469
Crumly & Associates
Illinois
$628K -$25.7K -159 -4%
WAG
2470
Windsor Advisory Group
Ohio
$627K +$116K +720 +24%
HP
2471
Hyperion Partners
Pennsylvania
$627K +$33.8K +209 +6%
QOP
2472
Quinn Opportunity Partners
Virginia
$626K +$599K +3,710 New
SLT
2473
St Louis Trust
Missouri
$625K – – –
EIP
2474
Ellis Investment Partners
Pennsylvania
$625K -$122K -754 -17%
Klingman & Associates
2475
Klingman & Associates
New York
$624K +$35.4K +219 +6%