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Name Holding Trade Value Shares
Change
Change in
Stake
RIA
1926
RPG Investment Advisory
California
$260K -$4.03K -20 -2%
LI
1927
LVZ Inc
Michigan
$260K
PCMK
1928
Paragon Capital Management (Kansas)
Kansas
$259K -$13.7M -67,958 -98%
MC
1929
Mathes Company
New York
$259K -$352K -1,750 -58%
AC
1930
AFAM Capital
Texas
$259K
DIS
1931
Diversified Investment Strategies
Louisiana
$259K
HEIP
1932
Hudson Edge Investment Partners
New Jersey
$259K
GCAC
1933
Guardian Capital Advisors (Canada)
Ontario, Canada
$258K -$118K -587 -31%
LF
1934
Lee Financial
Texas
$257K -$255K -1,267 -50%
SAS
1935
Stelac Advisory Services
New York
$256K -$207K -1,027 -45%
TCM
1936
Tufton Capital Management
Maryland
$255K -$12.5K -62 -5%
CFIA
1937
Cantor Fitzgerald Investment Advisors
New York
$255K
GFP
1938
Gryphon Financial Partners
Ohio
$254K +$109K +542 +79%
WIM
1939
Westside Investment Management
California
$253K
UCI
1940
Uncommon Cents Investing
Wisconsin
$253K -$121K -600 -33%
SLA
1941
Silver Lake Advisory
Utah
$253K +$246K +1,223 New
AWMG
1942
Alliance Wealth Management Group
New Jersey
$252K
PEA
1943
Pacific Edge Advisors
California
$252K
RCG
1944
Ruggie Capital Group
Florida
$251K -$46.9K -233 -16%
JCM
1945
Jacobi Capital Management
Pennsylvania
$251K +$26.2K +130 +12%
SIMM
1946
Stillwater Investment Management (Minnesota)
Minnesota
$250K +$20.3K +101 +9%
SICM
1947
Sustainable Insight Capital Management
New York
$249K -$33.6K -167 -12%
WA
1948
WealthTrust-Arizona
Arizona
$248K +$403 +2 +0.2%
KWMG
1949
King Wealth Management Group
Florida
$245K +$3.22K +16 +1%
PGA
1950
Portland Global Advisors
Maine
$245K +$239K +1,185 New