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Name Holding Trade Value Shares
Change
Change in
Stake
CA
1951
Clune & Associates
Illinois
$217K +$222K +5,874 New
PH
1952
Pinnacle Holdings
Oklahoma
$216K +$22.2K +588 +11%
FIA
1953
FNY Investment Advisers
New York
$216K +$73.7K +1,953 +50%
MFC
1954
Mechanics Financial Corp
Ohio
$215K – – –
OCPWS
1955
One Charles Private Wealth Services
Massachusetts
$215K +$220K +5,814 New
SRC
1956
Sage Rhino Capital
California
$214K +$219K +5,811 New
PS
1957
Planned Solutions
California
$214K -$32.3K -855 -13%
CWS
1958
Cypress Wealth Services
California
$214K +$219K +5,792 New
MAM
1959
Mainsail Asset Management
Alabama
$214K +$219K +5,789 New
GIP
1960
Granite Investment Partners
California
$213K +$218K +5,764 New
VAG
1961
VisionPoint Advisory Group
Texas
$212K +$217K +5,755 New
CFC
1962
Coyle Financial Counsel
Illinois
$212K +$217K +5,748 New
CAI
1963
Capital Advisors Inc
Oklahoma
$212K -$57.7K -1,529 -21%
JWM
1964
Jackson Wealth Management
Florida
$212K +$217K +5,751 New
CWM
1965
Circle Wealth Management
New Jersey
$212K +$217K +5,744 New
RPSA
1966
Richard P. Slaughter Associates
Texas
$211K -$11.2K -297 -5%
PFP
1967
Paragon Financial Partners
California
$211K +$216K +5,720 New
OAM
1968
Occidental Asset Management
California
$210K +$215K +5,704 New
LC
1969
Lawood & Co
Pennsylvania
$210K +$215K +5,700 New
NRG
1970
Nemes Rush Group
Michigan
$210K +$46.6K +1,233 +28%
VCM
1971
Virtue Capital Management
Tennessee
$210K +$201K +5,334 New
PTP
1972
Platform Technology Partners
New York
$210K -$99K -2,621 -32%
MA
1973
MKT Advisors
California
$210K +$201K +5,327 New
FNB
1974
Farmers National Bank
Kentucky
$210K -$125K -3,302 -37%
FOA
1975
Five Oceans Advisors
California
$209K +$214K +5,676 New