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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
2101
MV Capital Management
Maryland
$391K +$4.88K +120 +2%
MWM
2102
Massachusetts Wealth Management
Massachusetts
$391K +$26.4K +650 +9%
Members Trust
2103
Members Trust
Florida
$391K
JWA
2104
JFS Wealth Advisors
Pennsylvania
$391K +$4.14K +102 +1%
AFAS
2105
Acorn Financial Advisory Services
Virginia
$390K -$4.35K -107 -1%
DIM
2106
Delta Investment Management
California
$390K +$4.51K +111 +1%
LC
2107
Landaas & Company
Wisconsin
$390K +$7.68K +189 +2%
CW
2108
Channel Wealth
California
$388K -$29.5K -727 -9%
HCRE
2109
Hoya Capital Real Estate
Connecticut
$388K
IIA
2110
IPG Investment Advisors
California
$387K -$1.54K -38 -0.5%
BWA
2111
Blodgett Wealth Advisors
California
$386K -$40.6K -1,000 -12%
RFA
2112
Register Financial Advisors
Georgia
$385K -$20.3K -500 -6%
SSG
2113
Summit Securities Group
New York
$384K +$47.5K +1,169 +18%
EPA
2114
Element Pointe Advisors
Florida
$384K
SWM
2115
Seed Wealth Management
Illinois
$383K
JGIA
2116
Jackson Grant Investment Advisers
Connecticut
$382K +$162 +4 +0.1%
VNIM
2117
Vaughan Nelson Investment Management
Texas
$382K
PR
2118
Payden & Rygel
California
$382K +$309K +7,600 New
BMC
2119
Benin Management Corp
Connecticut
$382K -$14.1K -348 -4%
RWA
2120
Redhawk Wealth Advisors
Minnesota
$381K -$26.8K -659 -8%
ABLA
2121
Alan B. Lancz & Associates
Ohio
$381K -$20.3K -500 -6%
DSC
2122
Duncker Streett & Co
Missouri
$380K
CWM
2123
Concentric Wealth Management
California
$380K
KP
2124
Keel Point
Alabama
$380K +$47.9K +1,178 +18%
MC
2125
Mathes Company
New York
$380K