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Name Holding Trade Value Shares
Change
Change in
Stake
SMG
1826
Spectrum Management Group
Indiana
$286K -$10.6K -100 -3%
WA
1827
Wealth Architects
California
$286K -$7.97K -75 -3%
ABP
1828
Arthur B. Page
$284K -$3.19K -30 -1%
BMM
1829
Buffington Mohr McNeal
Idaho
$284K +$300K +2,825 New
ACM
1830
AUA Capital Management
Pennsylvania
$283K -$21.3K -200 -7%
ME
1831
McIlrath & Eck
Washington
$283K +$1.27K +12 +0.4%
HIIFS
1832
Harel Insurance Investments & Financial Services
Israel
$282K -$3.19K -30 -1%
QCIG
1833
Quad-Cities Investment Group
Iowa
$282K +$300K +2,824 New
AAS
1834
Annex Advisory Services
Wisconsin
$281K -$10.6K -100 -3%
FF
1835
Francis Financial
$280K
SIAS
1836
Shine Investment Advisory Services
Colorado
$279K -$29K -273 -9%
DIM
1837
DC Investments Management
Virginia
$278K -$8.71K -82 -3%
GAM
1838
Gould Asset Management
California
$278K -$4.25K -40 -1%
ATFA
1839
All Terrain Financial Advisors
Minnesota
$278K
OWA
1840
One Wealth Advisors
California
$277K +$59.9K +564 +26%
LCP
1841
Legacy Capital Partners
Wisconsin
$276K -$10.6K -100 -4%
LPIC
1842
LeJeune Puetz Investment Counsel
Michigan
$276K
HCM
1843
HM Capital Management
Missouri
$276K +$4.25K +40 +1%
PAA
1844
Peregrine Asset Advisers
Oregon
$272K -$1.06K -10 -0.4%
CCB
1845
Cutter & Co Brokerage
Missouri
$271K +$59.6K +561 +26%
CAGAS
1846
Capital Advisory Group Advisory Services
Minnesota
$271K +$286K +2,690 New
FVCM
1847
F&V Capital Management
Florida
$270K
HDIM
1848
Hanson & Doremus Investment Management
Vermont
$270K +$17.4K +164 +6%
CCA
1849
Clearwater Capital Advisors
Illinois
$269K +$2.76K +26 +1%
TCM
1850
Traynor Capital Management
Pennsylvania
$268K +$61.3K +577 +27%