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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1926
Dogwood Wealth Management
Kansas
$22K +$5.36K +245 +34%
SWIM
1927
Smallwood Wealth Investment Management
New Jersey
$21.9K +$21.1K +963 New
LFA
1928
LGT Financial Advisors
Texas
$21.1K +$263 +12 +1%
FCG
1929
Financial Connections Group
California
$21K -$1.64K -75 -7%
RBC
1930
Roble Belko & Company
Pennsylvania
$21K
PMIM
1931
Prudent Man Investment Management
Colorado
$20.5K
PCC
1932
Park Circle Company
Maryland
$20.4K
EAM
1933
Eukles Asset Management
Ohio
$20.4K +$6.57K +300 +50%
VFM
1934
Vision Financial Markets
Connecticut
$20.4K
FFA
1935
Frazier Financial Advisors
Ohio
$20K +$9.04K +413 +88%
M
1936
MOTCO
Texas
$19.6K -$31.6K -1,443 -63%
WAS
1937
Winch Advisory Services
Wisconsin
$19.6K -$3.96K -181 -17%
WA
1938
WPG Advisers
Maryland
$19.1K +$6.13K +280 +50%
RWS
1939
Retirement Wealth Solutions
Wisconsin
$19K +$15.3K +700 +515%
HC
1940
Hurley Capital
New York
$19K +$700 +32 +4%
RPA
1941
Redwood Park Advisors
California
$19K +$656 +30 +4%
CWM
1942
Crowley Wealth Management
Delaware
$18.6K +$394 +18 +2%
AT
1943
Avalon Trust
New Mexico
$18.5K +$8.88K +406 +99%
BFS
1944
Bare Financial Services
Pennsylvania
$18.4K +$941 +43 +6%
MHR
1945
Matthew Hamilton Rosenberg
$17.9K
EI
1946
eCIO Inc
Wisconsin
$17.8K +$17.2K +785 New
CCMI
1947
Creative Capital Management Investments
California
$17.5K
KB
1948
Kimelman & Baird
New York
$17.4K
TIM
1949
Tortoise Investment Management
New York
$17.3K
MSWM
1950
Mowery & Schoenfeld Wealth Management
Illinois
$17.2K +$7.02K +321 +74%