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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
2451
Encompass Wealth Advisors
Oregon
$583K
SGI
2452
Summit Global Investments
Utah
$582K -$38.5K -214 -6%
ACM
2453
Alethea Capital Management
Washington
$580K
VAS
2454
Valicenti Advisory Services
New York
$580K +$9.89K +55 +2%
SFG
2455
Sovereign Financial Group
Connecticut
$579K
AAM
2456
Augustine Asset Management
Florida
$578K -$414K -2,300 -41%
BCM
2457
Brookmont Capital Management
Texas
$577K -$11.9K -66 -2%
CP
2458
Covenant Partners
Tennessee
$577K
AMC
2459
Asset Management Corp
Illinois
$576K +$135K +750 +30%
AWM
2460
Accurate Wealth Management
Florida
$576K +$590K +3,279 New
OCM
2461
One Capital Management
California
$576K +$590K +3,280 New
S
2462
swisspartners
Liechtenstein
$574K -$106K -587 -15%
MWM
2463
Merriman Wealth Management
Washington
$574K +$24.5K +136 +4%
SCG
2464
Sonata Capital Group
Washington
$573K -$453K -2,521 -44%
JGUA
2465
John G. Ullman & Associates
New York
$571K
EMG
2466
ETF Managers Group
New Jersey
$566K -$1.41M -7,818 -71%
WWM
2467
Wolff Wiese Magana
California
$566K -$71.6K -398 -11%
PD
2468
Planning Directions
Pennsylvania
$566K +$26.4K +147 +5%
SEP
2469
Southland Equity Partners
Missouri
$565K -$12.8K -71 -2%
RWA
2470
RGT Wealth Advisors
Texas
$565K -$4.5K -25 -0.8%
TCM
2471
Traynor Capital Management
Pennsylvania
$562K -$16.2K -90 -3%
RW
2472
Rede Wealth
Virginia
$562K
UCI
2473
Uncommon Cents Investing
Wisconsin
$559K
JMFC
2474
J.M. Forbes & Co
Massachusetts
$559K +$16.9K +94 +3%
KCA
2475
Karn Couzens & Associates
Connecticut
$558K