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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1026
Shelton Capital Management
Colorado
$207K – – –
WF
1027
Warner Financial
Maryland
$207K +$448 +2 +0.2%
TLFA
1028
True Link Financial Advisors
California
$206K – – –
SF
1029
Symphony Financial
Texas
$206K +$206K +919 New
JE
1030
JMAC Enterprises
Pennsylvania
$205K – – –
LWA
1031
Lowe Wealth Advisors
Maryland
$205K – – –
AFP
1032
Ausdal Financial Partners
Iowa
$205K +$209K +931 New
FBA
1033
Front Barnett Associates
Illinois
$203K -$14.6K -65 -7%
SIM
1034
Sentry Investment Management
Wisconsin
$203K – – –
WCFA
1035
Walkner Condon Financial Advisors
Wisconsin
$203K +$206K +921 New
D
1036
Diversified
Delaware
$203K +$207K +923 New
JIC
1037
Joel Isaacson & Co
New York
$202K +$205K +915 New
KCM
1038
Kathmere Capital Management
Pennsylvania
$202K +$205K +915 New
NPA
1039
Nichols & Pratt Advisers
Massachusetts
$202K +$205K +915 New
HDIM
1040
Hanson & Doremus Investment Management
Vermont
$201K – – –
JWM
1041
Janiczek Wealth Management
Colorado
$201K +$25.1K +112 +14%
RIL
1042
Rothschild Investment LLC
Illinois
$201K +$204K +910 New
SC
1043
Scholtz & Company
Connecticut
$201K +$206K +918 New
MPWT
1044
MassMutual Private Wealth & Trust
Connecticut
$200K +$12.8K +57 +7%
AA
1045
AlphaCentric Advisors
Puerto Rico
$200K +$203K +907 New
EIA
1046
Edgemoor Investment Advisors
Maryland
$200K +$203K +908 New
JFA
1047
JNBA Financial Advisors
Minnesota
$197K -$10.8K -48 -5%
CFD
1048
Creative Financial Designs
Indiana
$194K +$67.9K +303 +53%
ECG
1049
Edge Capital Group
Georgia
$193K – – –
CCM
1050
Covington Capital Management
California
$192K – – –