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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
2176
Samalin Investment Counsel
New York
$502K -$106K -1,005 -18%
TIA
2177
Tiemann Investment Advisors
California
$502K -$108K -1,025 -19%
GA
2178
Goldstein Advisors
Wisconsin
$502K -$87.9K -837 -16%
APC
2179
Aspire Private Capital
North Carolina
$502K +$380K +3,620 +409%
WCM
2180
Whitener Capital Management
North Carolina
$501K -$42K -400 -8%
OIM
2181
Orca Investment Management
Oregon
$501K -$13.1K -125 -3%
EFM
2182
E Fund Management
China
$499K +$184K +1,751 +64%
RPGK
2183
Retirement Planning Group (Kansas)
Kansas
$499K +$24.9K +237 +6%
DTL
2184
Dynamic Technology Lab
Singapore
$498K +$470K +4,470 New
T
2185
TOBAM
France
$495K +$40.9K +389 +10%
PBF
2186
Petix & Botte Financial
California
$495K -$31.1K -296 -6%
PCFFS
2187
Pacific Center for Financial Services
California
$494K
MMG
2188
Monetary Management Group
Missouri
$493K
RIS
2189
Retirement Income Solutions
Michigan
$492K -$2.63K -25 -0.6%
BEW
2190
Burton Enright Welch
California
$490K +$6.41K +61 +1%
SCP
2191
Sandhill Capital Partners
New York
$490K -$9.03K -86 -2%
MFS
2192
Miller Financial Services
Michigan
$490K +$463K +4,403 New
FFWA
2193
FRG Family Wealth Advisors
Washington
$489K -$2.1K -20 -0.5%
MCM
2194
McDonough Capital Management
Florida
$488K -$28K -267 -6%
GG
2195
Greenwood Gearhart
Arkansas
$486K -$43.3K -412 -9%
ILI
2196
Invesco LLC (Illinois)
Illinois
$486K -$53.7K -511 -10%
SWM
2197
Sendero Wealth Management
Texas
$485K
VCM
2198
Vivaldi Capital Management
Illinois
$484K +$20.1K +191 +5%
FWMM
2199
Foundation Wealth Management (Missouri)
Missouri
$484K +$457K +4,347 New
YIM
2200
Yoffe Investment Management
Pennsylvania
$484K +$457K +4,347 New