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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
2301
AlphaStar Capital Management
North Carolina
$269K -$277K -6,391 -47%
WP
2302
WealthShield Partners
North Carolina
$269K +$130 +3 +0%
CWS
2303
Cypress Wealth Services
California
$269K +$125K +2,881 +67%
CCM
2304
Canal Capital Management
Virginia
$268K -$113K -2,620 -27%
SRIM
2305
Saratoga Research & Investment Management
California
$268K -$1.08K -25 -0.3%
III
2306
Independent Investors Inc
New York
$268K – – –
CAN
2307
Claraphi Advisory Network
United States
$268K +$16.5K +381 +6%
C
2308
Certuity
Florida
$268K +$98.4K +2,275 +47%
EHAM
2309
Eagle Harbor Asset Management
Washington
$268K -$4.24K -98 -1%
AA
2310
Addison Advisors
Vermont
$267K -$11.1K -257 -3%
PMG
2311
ProVise Management Group
Florida
$266K -$21.8K -505 -7%
IAP
2312
Indie Asset Partners
Indiana
$266K -$3.03K -70 -1%
PBO
2313
Peoples Bank (Ohio)
Ohio
$266K -$865 -20 -0.3%
NPPM
2314
North Point Portfolio Managers
Ohio
$266K – – –
SPWM
2315
Straight Path Wealth Management
Michigan
$266K – – –
AWM
2316
AllSquare Wealth Management
New York
$266K +$4.15K +96 +1%
LTI
2317
Laffer Tengler Investments
Tennessee
$266K -$1.43M -33,148 -82%
ICP
2318
Interchange Capital Partners
Pennsylvania
$265K -$92K -2,127 -23%
IAG
2319
Investment Advisory Group
Massachusetts
$265K -$5.67K -131 -2%
CAC
2320
Certified Advisory Corp
Florida
$265K -$4.15K -96 -1%
WQ
2321
Wealth Quarterback
New Jersey
$265K +$306K +7,076 New
FPCP
2322
Fort Point Capital Partners
California
$264K -$80.7K -1,866 -21%
SDWMA
2323
Schneider Downs Wealth Management Advisors
Pennsylvania
$264K +$6.79K +157 +2%
MCM
2324
Morton Capital Management
California
$262K +$19.5K +450 +7%
PTP
2325
Platform Technology Partners
New York
$261K +$4.33K +100 +1%