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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
2976
Crestone Asset Management
Colorado
$330K -$6.85K -18 -2%
HDIM
2977
Hanson & Doremus Investment Management
Vermont
$330K – – –
IWP
2978
Innova Wealth Partners
Pennsylvania
$330K – – –
JIP
2979
JBJ Investment Partners
South Carolina
$330K – – –
GWM
2980
Gray Wealth Management
Maine
$329K -$7.61K -20 -2%
CFG
2981
Compton Financial Group
Maryland
$329K – – –
SA
2982
Scarborough Advisors
Maryland
$328K +$301K +790 New
PCMM
2983
Piedmont Capital Management (Montana)
Montana
$327K +$13.7K +36 +5%
CCP
2984
Cassia Capital Partners
North Carolina
$327K +$300K +788 New
WH
2985
Willner & Heller
California
$327K +$380K +997 New
AFA
2986
Atlas Financial Advisors
California
$324K +$297K +781 New
FWM
2987
Focused Wealth Management
New York
$323K +$3.05K +8 +1%
BIC
2988
Beach Investment Counsel
Pennsylvania
$322K – – –
Edgewood Management
2989
Edgewood Management
Connecticut
$322K – – –
HPC
2990
Hobart Private Capital
North Carolina
$322K -$680K -1,787 -70%
CMBA
2991
C.M. Bidwell & Associates
Hawaii
$321K +$17.9K +47 +6%
SWM
2992
Shakespeare Wealth Management
Wisconsin
$321K +$18.3K +48 +7%
CSIA
2993
Carl Stuart Investment Advisor
Texas
$320K +$293K +770 New
CBOR
2994
Community Bank of Raymore
Missouri
$319K -$13.3K -35 -4%
CFSG
2995
Community Financial Services Group
Vermont
$319K – – –
RCM
2996
Requisite Capital Management
Texas
$319K – – –
FEG
2997
Financial Enhancement Group
Indiana
$319K +$8.38K +22 +3%
AA
2998
ACT Advisors
North Carolina
$319K +$14.5K +38 +5%
BCA
2999
Bray Capital Advisors
Florida
$318K – – –
BWM
3000
BlackDiamond Wealth Management
New York
$318K +$291K +765 New