Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
1326
Financial Gravity Asset Management
Texas
$438K +$316K +13,062 New
PCM
1327
Perkins Capital Management
Minnesota
$438K -$40K -1,650 -11%
SSC
1328
Syverson Strege & Co
Iowa
$437K -$39.1K -1,612 -11%
CPC
1329
Congress Park Capital
New York
$436K +$315K +13,000 New
RCS
1330
Retirement Capital Strategies
California
$436K -$24.2K -1,000 -7%
GI
1331
GAMCO Investors
Connecticut
$434K -$19.4K -799 -6%
QWP
1332
Quotient Wealth Partners
Texas
$434K +$42.5K +1,756 +16%
FCA
1333
FLC Capital Advisors
California
$434K +$17K +700 +6%
TC
1334
TownSquare Capital
Utah
$433K -$165K -6,809 -35%
AI
1335
Accredited Investors
Minnesota
$433K -$7.8K -322 -2%
BHWM
1336
Bar Harbor Wealth Management
New Hampshire
$432K -$30.7K -1,269 -9%
CCWM
1337
Cassaday & Co Wealth Management
Virginia
$432K -$33.2K -1,371 -10%
SFG
1338
Sovereign Financial Group
Connecticut
$431K +$9.76K +403 +3%
KOC
1339
Koss-Olinger Consulting
Florida
$430K -$3.49K -144 -0.7%
MWM
1340
Meridian Wealth Management
Kentucky
$429K +$17.5K +724 +6%
CIAS
1341
CFS Investment Advisory Services
New Jersey
$428K +$271K +11,192 New
RFA
1342
ROI Financial Advisors
Oregon
$428K -$51.9K -2,141 -14%
SFO
1343
Stokes Family Office
Louisiana
$427K -$36.8K -1,517 -11%
SCA
1344
Sandy Cove Advisors
Massachusetts
$427K +$308K +12,724 New
SCI
1345
Silver Coast Investments
United States
$426K +$90.9K +3,752 +42%
CSC
1346
Caldwell Sutter Capital
California
$426K +$18.1K +747 +6%
OIAM
1347
OFI Invest Asset Management
France
$426K -$43K -1,773 -11%
CCA
1348
Cobblestone Capital Advisors
New York
$423K +$16.9K +697 +6%
OBWG
1349
Onyx Bridge Wealth Group
New York
$422K -$59.4K -2,453 -16%
LFA
1350
Laraway Financial Advisors
Minnesota
$422K – – –