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Name Holding Trade Value Shares
Change
Change in
Stake
WCM
2876
WealthBridge Capital Management
Ohio
$530K
CAC
2877
Core Alternative Capital
Georgia
$528K -$64.3K -176 -11%
NCM
2878
Northwest Capital Management
Oregon
$527K
WH
2879
Willner & Heller
California
$527K +$9.86K +27 +2%
CAM
2880
Clark Asset Management
New Hampshire
$527K -$17.5K -48 -3%
VH
2881
Visionary Horizons
Tennessee
$526K -$6.94K -19 -1%
SFP
2882
Sterling Financial Planning
New Jersey
$525K -$14.2K -39 -3%
NPA
2883
Nichols & Pratt Advisers
Massachusetts
$525K -$292K -800 -37%
FCIM
2884
Fairview Capital Investment Management
California
$524K +$207K +566 +71%
CSWM
2885
Cassady Schiller Wealth Management
Ohio
$524K +$91.3K +250 +22%
KLI
2886
Kelman-Lazarov Inc
Tennessee
$522K +$6.21K +17 +1%
MC
2887
Marest Capital
California
$521K +$2.92K +8 +0.6%
BWM
2888
BlackDiamond Wealth Management
New York
$520K -$10.2K -28 -2%
SFS
2889
Summit Financial Strategies
Ohio
$518K -$5.12K -14 -1%
VCM
2890
Violich Capital Management
California
$518K +$493K +1,350 New
CCM
2891
Compass Capital Management
Minnesota
$518K -$9.5K -26 -2%
Vanguard Capital Wealth Advisors
2892
Vanguard Capital Wealth Advisors
Colorado
$518K +$1.46K +4 +0.3%
UWPG
2893
Ullmann Wealth Partners Group
Florida
$516K +$70.9K +194 +17%
OPTFSNA
2894
Old Point Trust & Financial Services N A
Virginia
$516K +$14.6K +40 +3%
BLAM
2895
Bourne Lent Asset Management
New York
$514K
CWA
2896
Clarity Wealth Advisors
California
$514K +$67.6K +185 +16%
HWM
2897
HFR Wealth Management
New York
$514K
IA
2898
IAM Advisory
Pennsylvania
$513K +$17.9K +49 +4%
BGAI
2899
Bruce G. Allen Investments
Colorado
$512K +$1.83K +5 +0.4%
VAG
2900
VisionPoint Advisory Group
Texas
$511K -$23.7K -65 -5%