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Name Holding Trade Value Shares
Change
Change in
Stake
OS
2751
Objectivity Squared
South Carolina
$206K
BBW
2752
Blue Barn Wealth
Utah
$205K -$68.1K -633 -23%
PCM
2753
Prelude Capital Management
New York
$205K +$4.52K +42 +2%
HSG
2754
Helen Stephens Group
Texas
$205K +$222K +2,064 New
GSB
2755
Greenfield Savings Bank
Massachusetts
$204K -$69.4K -645 -24%
FFWM
2756
Future Financial Wealth Management
Ohio
$204K +$16.1K +150 +8%
HC
2757
Hendley & Co
Ohio
$204K -$298K -2,766 -57%
BMMM
2758
Boston Mountain Money Management
Arkansas
$204K -$9.8K -91 -4%
AWM
2759
Alterna Wealth Management
Texas
$203K +$18.3K +170 +9%
EFA
2760
Edge Financial Advisors
Illinois
$203K +$32.5K +302 +17%
THL
2761
Tillman Hartley LLC
Colorado
$202K
EWA
2762
Emergent Wealth Advisors
New York
$202K +$8.07K +75 +4%
FA
2763
FF Advisors
California
$202K
NRI
2764
NFP Retirement Inc
California
$202K -$154K -1,435 -41%
TCM
2765
Tang Capital Management
California
$201K +$218K +2,029 New
SFS
2766
Sharp Financial Services
Pennsylvania
$201K +$218K +2,026 New
KA
2767
Kozak & Associates
Colorado
$200K -$13.3K -124 -6%
POIA
2768
Pin Oak Investment Advisors
Texas
$200K
PPC
2769
Park Place Capital
Alabama
$199K -$13.3K -124 -6%
BAM
2770
BOCHK Asset Management
Hong Kong
$199K -$323K -3,000 -60%
RCM
2771
Raleigh Capital Management
North Carolina
$198K +$646 +6 +0.3%
MSFP
2772
Mark Sheptoff Financial Planning
Connecticut
$198K
TIM
2773
Tortoise Investment Management
New York
$197K -$29.1K -270 -12%
ME
2774
McIlrath & Eck
Washington
$195K +$9.58K +89 +5%
JFGIW
2775
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$193K -$50.8K -472 -20%