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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1876
Cubic Asset Management
Massachusetts
$643K
HVM
1877
Harvest Volatility Management
Connecticut
$643K +$65.9K +1,040 +11%
PCMC
1878
Private Capital Management (Colorado)
Colorado
$640K
GWM
1879
Gray Wealth Management
Maine
$639K +$49.3K +778 +8%
CC
1880
Corton Capital
Ontario, Canada
$636K -$425K -6,702 -40%
KWMG
1881
King Wealth Management Group
Florida
$636K -$58.8K -927 -8%
CCFM
1882
Clear Creek Financial Management
Washington
$636K -$57.1K -900 -8%
FWM
1883
Finer Wealth Management
Massachusetts
$635K
EFG
1884
Everhart Financial Group
Ohio
$634K +$102K +1,614 +19%
LCM
1885
Linker Capital Management
Kentucky
$633K
HA
1886
HC Advisors
Georgia
$633K +$84.3K +1,330 +15%
VWM
1887
Vigilare Wealth Management
Arizona
$631K -$12.2K -193 -2%
EWA
1888
ERTS Wealth Advisors
Michigan
$629K -$951 -15 -0.1%
RVM
1889
Robinson Value Management
Texas
$629K
WIC
1890
Willis Investment Counsel
Georgia
$629K
CWM
1891
Connecticut Wealth Management
Connecticut
$628K +$32.1K +507 +5%
CFA
1892
Compass Financial Advisors
Indiana
$627K +$62.6K +988 +11%
WW
1893
Waterfront Wealth
Kansas
$624K +$177K +2,790 +39%
FIBT
1894
First International Bank & Trust
North Dakota
$623K +$68.7K +1,084 +12%
AIC
1895
Archer Investment Corporation
Indiana
$623K +$6.34K +100 +1%
CFD
1896
Creative Financial Designs
Indiana
$621K -$88.1K -1,390 -12%
SHWM
1897
Silicon Hills Wealth Management
Texas
$621K
RBFC
1898
Roman Butler Fullerton & Co
Missouri
$621K +$11.6K +183 +2%
AAS
1899
Annex Advisory Services
Wisconsin
$621K +$154K +2,427 +33%
LSA
1900
Lion Street Advisors
Texas
$620K +$86.4K +1,363 +14%