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Name Holding Trade Value Shares
Change
Change in
Stake
FIM
401
Freedom Investment Management
Connecticut
$236K +$230K +1,245 New
JCIA
402
Jackson Creek Investment Advisors
Colorado
$234K +$227K +1,233 New
HI
403
Horizon Investments
North Carolina
$227K +$922 +5 +0.4%
DF
404
Donoghue Forlines
Massachusetts
$226K +$220K +1,191 New
PWPS
405
Pinnacle Wealth Planning Services
Ohio
$225K +$219K +1,187 New
BFM
406
Boothbay Fund Management
New York
$225K +$219K +1,186 New
ACIM
407
Azimuth Capital Investment Management
Michigan
$225K -$232K -1,257 -51%
BMSSC
408
B. Metzler seel. Sohn & Co
Germany
$223K – – –
WI
409
Wahed Invest
New York
$222K +$30.4K +165 +16%
OIA
410
Optimum Investment Advisors
Illinois
$218K – – –
FL
411
Fort LP
Maryland
$217K +$211K +1,143 New
HBT
412
Heartland Bank & Trust
Illinois
$216K +$210K +1,139 New
GCP
413
GSA Capital Partners
United Kingdom
$213K +$208K +1,125 New
PA
414
Profund Advisors
Maryland
$211K -$31.4K -170 -13%
BL
415
Balentine LLC
Georgia
$210K +$205K +1,110 New
PCS
416
Personal CFO Solutions
New Jersey
$209K -$3.32K -18 -2%
TCM
417
Triumph Capital Management
Colorado
$208K +$202K +1,097 New
CM
418
Columbus Macro
Pennsylvania
$208K +$202K +1,097 New
GVAG
419
Great Valley Advisor Group
Delaware
$207K +$201K +1,092 New
SAM
420
Synergy Asset Management
Washington
$202K -$51.7K -280 -21%
HIP
421
HUB Investment Partners
Texas
$201K +$195K +1,059 New
GTAM
422
Global Trust Asset Management
Florida
$190K – – –
Capstone Investment Advisors
423
Capstone Investment Advisors
New York
$188K +$183K +991 New
RP
424
Rowlandmiller & Partners
Georgia
$180K – – –
MG
425
Mather Group
Illinois
$174K +$179K +971 New