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Name Holding Trade Value Shares
Change
Change in
Stake
PW
2051
Price Wealth
Texas
$27K -$28.9K -272 -50%
FGC
2052
Financial Gravity Companies
Texas
$26K +$1.81K +17 +7%
FGAM
2053
Financial Gravity Asset Management
Texas
$26K +$27.4K +258 New
PRS
2054
Pinkerton Retirement Specialists
Idaho
$25K -$14.1K -133 -35%
BCP
2055
Blackhawk Capital Partners
Wisconsin
$23K -$1.46M -13,697 -98%
PS
2056
Portfolio Strategies
New York
$23K +$213 +2 +0.9%
MCM
2057
Monument Capital Management
Virginia
$22K – – –
PCM
2058
Poehling Capital Management
Wisconsin
$20K +$10.1K +95 +94%
MGI
2059
MayTech Global Investments
New York
$20K +$21.3K +200 New
CCMW
2060
Cypress Capital Management (Wyoming)
Wyoming
$19K – – –
SLF
2061
Sun Life Financial
Ontario, Canada
$16.2K -$1.14M -10,767 -87%
MIM
2062
Macroview Investment Management
Maryland
$16K +$16.4K +154 +3,080%
BCMIO
2063
Beacon Capital Management Inc (Ohio)
Ohio
$15K – – –
CIM
2064
Contravisory Investment Management
Massachusetts
$15K +$15.9K +150 New
AWM
2065
Avondale Wealth Management
Texas
$14K -$10.6K -100 -42%
BCM
2066
Brasada Capital Management
Texas
$14K +$9.56K +90 +180%
HWM
2067
Holloway Wealth Management
Florida
$13K – – –
WCM
2068
Wealthcare Capital Management
Virginia
$12K -$3.19K -30 -20%
SA
2069
SRH Advisors
Kansas
$12K – – –
RBC
2070
Roble Belko & Company
Pennsylvania
$11K -$10.6K -100 -47%
KIG
2071
Kessler Investment Group
Indiana
$11K – – –
TDC
2072
Thompson Davis & Co
Virginia
$10K -$189K -1,780 -95%
JIR
2073
James Investment Research
Ohio
$10K -$24.4K -230 -70%
AIM
2074
Arcadia Investment Management
Michigan
$10K -$10.6K -100 -50%
SP
2075
SWS Partners
Ohio
$10K – – –