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Name Holding Trade Value Shares
Change
Change in
Stake
PCMM
3001
Piedmont Capital Management (Montana)
Montana
$216K – – –
AIM
3002
Axiom Investment Management
New York
$215K -$295 -1 -0.1%
TFGT
3003
TS Financial Group (TSFG)
Illinois
$214K +$886 +3 +0.4%
FWM
3004
Focused Wealth Management
New York
$214K +$1.48K +5 +0.6%
RPSA
3005
Richard P. Slaughter Associates
Texas
$214K +$4.43K +15 +2%
AG
3006
AlphaSimPlex Group
Massachusetts
$214K +$231K +781 New
HWM
3007
Horizon Wealth Management
Illinois
$213K -$8.86K -30 -4%
BIC
3008
Beach Investment Counsel
Pennsylvania
$213K – – –
Edgewood Management
3009
Edgewood Management
Connecticut
$213K – – –
TC
3010
Truvestments Capital
Florida
$213K +$229K +775 New
RCM
3011
Requisite Capital Management
Texas
$212K – – –
FWM
3012
Foresight Wealth Management
Utah
$212K +$228K +771 New
AWS
3013
AJ Wealth Strategies
New York
$211K -$28K -95 -11%
CMA
3014
Cedar Mountain Advisors
Oregon
$211K -$13.9K -47 -6%
CAM
3015
Crestone Asset Management
Colorado
$211K -$7.38K -25 -3%
CWA
3016
Clearview Wealth Advisors
Oregon
$211K +$22.4K +76 +11%
WFA
3017
Woodward Financial Advisors
North Carolina
$210K +$226K +766 New
NIM
3018
NuWave Investment Management
New Jersey
$210K -$1.02M -3,467 -82%
BCA
3019
Bray Capital Advisors
Florida
$210K – – –
WFS
3020
Walker Financial Services
Kentucky
$209K +$1.48K +5 +0.7%
IF
3021
IRON Financial
Illinois
$209K +$295 +1 +0.1%
CSIA
3022
Charles Schwab Investment Advisory
California
$209K +$5.91K +20 +3%
GC
3023
Gibson Capital
Pennsylvania
$209K +$226K +765 New
EL
3024
Essex LLC
Illinois
$208K -$26K -88 -10%
AFA
3025
Atlas Financial Advisors
California
$208K -$7.09K -24 -3%