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Name Holding Trade Value Shares
Change
Change in
Stake
TP
2101
Tranquility Partners
Tennessee
$205K -$26.6K -212 -12%
WAL
2102
W Advisors LLC
Tennessee
$205K +$192K +1,533 New
MME
2103
Meag Munich Ergo
Germany
$204K -$928K -7,399 -83%
W
2104
WealthOne
New York
$204K -$156K -1,240 -45%
GKWIM
2105
Gerber Kawasaki Wealth & Investment Management
California
$204K -$97.3K -776 -34%
SNB
2106
Security National Bank
Nebraska
$204K -$79.3K -632 -29%
HFA
2107
High Falls Advisors
New York
$204K -$38.4K -306 -17%
HCM
2108
Hollencrest Capital Management
California
$204K -$27.8K -222 -13%
FPIS
2109
Financial Planning & Information Services
Wisconsin
$204K -$8.78K -70 -4%
FRM
2110
Foundation Resource Management
Arkansas
$204K -$8.78K -70 -4%
LCC
2111
Lincoln Capital Corp
Rhode Island
$203K -$74.4K -593 -28%
WCM
2112
WealthBridge Capital Management
Ohio
$203K -$40.8K -325 -18%
VCP
2113
Vista Capital Partners
Oregon
$203K -$30.9K -246 -14%
ONST
2114
Old North State Trust
North Carolina
$203K +$16.8K +134 +10%
DIM
2115
DC Investments Management
Virginia
$203K +$190K +1,516 New
LAS
2116
LWM Advisory Services
Florida
$203K +$191K +1,522 New
GFPC
2117
Global Financial Private Client
Florida
$202K -$9.28K -74 -5%
QCM
2118
Quest Capital Management
Texas
$202K -$50.5K -403 -21%
BDWM
2119
Brewin Dolphin Wealth Management
Ireland
$202K -$8.78K -70 -4%
JBA
2120
Johnson Bixby & Associates
Washington
$202K -$8.65K -69 -4%
GIM
2121
Greenwich Investment Management
Connecticut
$202K +$189K +1,509 New
PAG
2122
Powers Advisory Group
Illinois
$202K +$190K +1,512 New
AWMF
2123
Arbor Wealth Management (Florida)
Florida
$202K +$190K +1,514 New
KAM
2124
KEB Asset Management
Illinois
$202K +$190K +1,514 New
V
2125
VeraBank
Texas
$202K +$190K +1,515 New