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Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
1926
Institutional & Family Asset Management
Colorado
$488K +$547 +3 +0.1%
SAW
1927
Signal Advisors Wealth
Michigan
$488K +$18.1K +99 +4%
WBCM
1928
Wilson & Boucher Capital Management
California
$487K -$8.76K -48 -2%
BWAM
1929
Boyd Watterson Asset Management
Ohio
$487K +$182 +1 +0%
FIC
1930
FCG Investment Company
Tennessee
$487K -$1.25M -6,850 -73%
PAM
1931
Pegasus Asset Management
New York
$486K – – –
CFG
1932
CKW Financial Group
Hawaii
$484K +$2.19K +12 +0.5%
GFP
1933
Gryphon Financial Partners
Ohio
$484K +$25.4K +139 +6%
FWM
1934
Finer Wealth Management
Massachusetts
$483K +$912 +5 +0.2%
PGIM
1935
Pacific Global Investment Management
California
$483K – – –
SCG
1936
Sonata Capital Group
Washington
$482K +$461K +2,525 New
SSW
1937
Smith Shellnut Wilson
Mississippi
$482K – – –
HI
1938
Human Investing
Oregon
$481K -$10.8K -59 -2%
LA
1939
LM Advisors
California
$481K -$36.5K -200 -7%
KWM
1940
KFG Wealth Management
Indiana
$480K -$182 -1 -0%
SMC
1941
Smith, Moore & Co
Missouri
$480K -$64.2K -352 -12%
PSCM
1942
Per Stirling Capital Management
Texas
$480K +$182 +1 +0%
RC
1943
Roundview Capital
New Jersey
$478K +$457K +2,505 New
BIA
1944
Bigelow Investment Advisors
Maine
$478K -$8.57K -47 -2%
LI
1945
LVZ Inc
Michigan
$478K – – –
ACM
1946
Advance Capital Management
Michigan
$478K +$13K +71 +3%
WCFA
1947
Walkner Condon Financial Advisors
Wisconsin
$477K +$13.1K +72 +3%
TAM
1948
Trillium Asset Management
Massachusetts
$477K -$1.82K -10 -0.4%
CG
1949
Clarus Group
Texas
$476K +$92.5K +507 +26%
OW
1950
Olistico Wealth
Oklahoma
$475K -$164K -900 -27%