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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
1126
Geneos Wealth Management
Colorado
$159K -$13K -308 -7%
OCM
1127
Osterweis Capital Management
California
$159K – – –
WSCM
1128
Wellington Shields Capital Management
New York
$155K – – –
PFBT
1129
Parkside Financial Bank & Trust
Missouri
$152K -$14.2K -338 -8%
MA
1130
MCF Advisors
Kentucky
$147K +$65.2K +1,550 +74%
FNWA
1131
Financial Network Wealth Advisors
Utah
$146K +$1.18K +28 +0.8%
SWM
1132
Spire Wealth Management
Virginia
$146K -$1.21M -28,805 -89%
RMC
1133
Resources Management Corp
Connecticut
$144K – – –
EFMH
1134
E Fund Management (HK)
Hong Kong
$137K +$94.3K +2,241 +274%
TPCW
1135
TD Private Client Wealth
New York
$137K -$34.3K -814 -19%
C
1136
Covestor
United Kingdom
$135K +$7.58K +180 +6%
FMTCOCP
1137
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$134K – – –
AF
1138
Advisornet Financial
Minnesota
$132K +$14.1K +335 +11%
OL
1139
OneFund LLC
Florida
$131K +$7.66K +182 +6%
NS
1140
NBC Securities
Alabama
$124K -$7.62K -181 -6%
MMCM
1141
Murphy & Mullick Capital Management
New York
$118K +$168 +4 +0.1%
PCFFS
1142
Pacific Center for Financial Services
California
$118K – – –
PWS
1143
Peterson Wealth Services
Utah
$117K -$862K -20,487 -88%
FHA
1144
Flagship Harbor Advisors
Massachusetts
$117K -$259K -6,141 -68%
PWPS
1145
Pinnacle Wealth Planning Services
Ohio
$115K +$121K +2,875 New
UFF
1146
USA Financial Formulas
Michigan
$114K -$47.4K -1,127 -28%
RCM
1147
Richardson Capital Management
Wisconsin
$112K – – –
SIM
1148
Sentry Investment Management
Wisconsin
$111K – – –
EI
1149
eCIO Inc
Wisconsin
$111K +$116K +2,766 New
LI
1150
LRI Investments
Florida
$111K – – –