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Name Holding Trade Value Shares
Change
Change in
Stake
RBC
2201
Roble Belko & Company
Pennsylvania
$209K
RPC
2202
Rossmore Private Capital
Connecticut
$209K +$200K +4,059 New
JCM
2203
Jag Capital Management
Missouri
$207K -$2.66M -54,160 -93%
CWAG
2204
Compton Wealth Advisory Group
Virginia
$207K -$879K -17,883 -82%
PCMC
2205
Private Capital Management (Colorado)
Colorado
$206K +$197K +3,999 New
ACM
2206
Ashford Capital Management
Delaware
$206K +$197K +4,000 New
BMO
2207
Beck Mack & Oliver
New York
$206K +$197K +4,000 New
MCM
2208
Marathon Capital Management
Maryland
$206K +$197K +4,001 New
EWF
2209
Epstein & White Financial
California
$206K +$198K +4,030 New
CAM
2210
Claret Asset Management
Quebec, Canada
$204K -$36.3K -738 -16%
RGIA
2211
Rainier Group Investment Advisory
Washington
$204K +$194K +3,951 New
UIA
2212
UBP Investment Advisors
Switzerland
$204K +$195K +3,965 New
BHTS
2213
Bar Harbor Trust Services
Maine
$204K +$195K +3,967 New
FIM
2214
Fernwood Investment Management
Massachusetts
$204K +$195K +3,968 New
ACG
2215
Allen Capital Group
Nebraska
$203K +$198K +4,030 New
CAM
2216
CenterStar Asset Management
Illinois
$202K
WP
2217
WealthShield Partners
North Carolina
$200K +$191K +3,881 New
ME
2218
McIlrath & Eck
Washington
$195K +$787 +16 +0.4%
BWL
2219
Bogart Wealth LLC
Virginia
$191K +$20.4K +414 +13%
LFG
2220
Larson Financial Group
Missouri
$191K +$54.4K +1,107 +43%
SLF
2221
Sun Life Financial
Ontario, Canada
$187K -$344 -7 -0.2%
SMG
2222
Spectrum Management Group
Indiana
$184K
JWA
2223
JFS Wealth Advisors
Pennsylvania
$183K +$738 +15 +0.4%
EIP
2224
Ellis Investment Partners
Pennsylvania
$180K -$30.7K -624 -15%
CWM
2225
Cranbrook Wealth Management
Michigan
$178K +$3.93K +80 +2%