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Name Holding Trade Value Shares
Change
Change in
Stake
RC
2151
Rahlfs Capital
Texas
$376K – – –
GWM
2152
Goldenstone Wealth Management
California
$375K – – –
SCA
2153
St. Clair Advisors
Ohio
$374K -$15.9K -150 -4%
CFFP
2154
Center for Financial Planning
Michigan
$374K -$3.7K -35 -0.9%
SFP
2155
Shepherd Financial Partners
Massachusetts
$374K – – –
NA
2156
Navellier & Associates
Nevada
$373K – – –
OWM
2157
Orca Wealth Management
Florida
$373K – – –
PCM
2158
Pointe Capital Management
Michigan
$373K -$23K -218 -5%
SL
2159
Salomon & Ludwin
Virginia
$373K -$47.2K -447 -10%
FCM
2160
Fairbanks Capital Management
California
$371K -$60.2K -570 -13%
GWM
2161
Greenwich Wealth Management
Connecticut
$369K -$2.43K -23 -0.6%
WC
2162
Waterloo Capital
Texas
$367K -$106K -999 -21%
WSCM
2163
Wellington Shields Capital Management
New York
$367K -$14K -132 -3%
CIG
2164
Cairn Investment Group
Washington
$367K – – –
BPWM
2165
BCS Private Wealth Management
New Jersey
$367K +$74K +700 +23%
MFS
2166
Mirabella Financial Services
United Kingdom
$365K +$400K +3,786 New
ZBNA
2167
Zions Bancorporation, National Association
Utah
$364K -$216K -2,039 -35%
AOWM
2168
Asset One Wealth Management
Washington
$364K +$129K +1,219 +54%
PCM
2169
Prelude Capital Management
New York
$363K -$812K -7,687 -67%
SHFG
2170
S Harris Financial Group
Texas
$362K +$92K +870 +30%
SMWM
2171
Silvia McColl Wealth Management
California
$361K -$4.54K -43 -1%
AWA
2172
Asempa Wealth Advisors
Louisiana
$361K +$317 +3 +0.1%
LAM
2173
LECAP Asset Management
United Kingdom
$361K +$396K +3,745 New
FFC
2174
First Financial Corp
Indiana
$360K -$6.34K -60 -2%
HNB
2175
Hilltop National Bank
Wyoming
$360K +$26.7K +253 +7%