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Name Holding Trade Value Shares
Change
Change in
Stake
BC
2701
Burleson & Co
California
$213K +$206K +1,477 New
MGWM
2702
Marks Group Wealth Management
Minnesota
$212K +$205K +1,468 New
HWM
2703
Howard Wealth Management
Connecticut
$212K +$205K +1,469 New
MF
2704
Magnetar Financial
Illinois
$211K -$2.23M -15,973 -92%
AWM
2705
AllSquare Wealth Management
New York
$210K +$12.8K +92 +7%
CP
2706
Camelot Portfolios
Ohio
$208K -$42.6K -305 -18%
ACP
2707
Arcus Capital Partners
Georgia
$208K -$40.1K -287 -17%
BMM
2708
Berkshire Money Management
Massachusetts
$208K +$200K +1,436 New
WCM
2709
Wedge Capital Management
North Carolina
$208K +$201K +1,437 New
BB
2710
Bell Bank
North Dakota
$208K +$201K +1,438 New
SIM
2711
Sadoff Investment Management
Wisconsin
$208K +$201K +1,439 New
AC
2712
Asio Capital
Kentucky
$207K +$199K +1,423 New
IAS
2713
Investment Advisory Services
Texas
$207K +$200K +1,432 New
LA
2714
Lau Associates
Delaware
$207K +$200K +1,432 New
VCM
2715
Versant Capital Management
Arizona
$206K -$21.8K -156 -10%
PFA
2716
Plotkin Financial Advisors
Maryland
$205K +$198K +1,419 New
CFA
2717
Cahill Financial Advisors
Minnesota
$205K +$198K +1,415 New
AC
2718
Avenir Corporation
Virginia
$205K +$198K +1,420 New
TC
2719
Trilogy Capital
California
$204K -$69.8K -500 -26%
CCM
2720
Cadence Capital Management
Massachusetts
$203K +$196K +1,401 New
CAM
2721
Crestone Asset Management
Colorado
$202K +$195K +1,397 New
PP
2722
PrairieView Partners
Minnesota
$202K +$195K +1,400 New
TA
2723
Trellis Advisors
Washington
$202K +$195K +1,400 New
FPGK
2724
Financial Partners Group (Kansas)
Kansas
$202K +$204K +1,458 New
GIM
2725
Greylin Investment Management
Virginia
$200K +$193K +1,384 New