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Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
901
Strait & Sound Wealth Management
California
$251K -$29.9K -608 -12%
GC
902
Globeflex Capital
California
$251K
JAG
903
Journey Advisory Group
Kentucky
$251K -$29.6K -600 -12%
MNBTD
904
Moody National Bank Trust Division
Texas
$249K +$215K +4,357 New
GT
905
Glenview Trust
Kentucky
$249K +$214K +4,352 New
FOA
906
Five Oceans Advisors
California
$247K +$213K +4,331 New
SPI
907
Sutton Place Investors
New York
$247K +$213K +4,329 New
WSC
908
Wellington Shields & Co
New York
$247K +$213K +4,322 New
ISL
909
Ingalls & Snyder LLC
New York
$245K +$211K +4,289 New
NI
910
NDVR Inc
Massachusetts
$244K +$210K +4,273 New
PWPS
911
Pinnacle Wealth Planning Services
Ohio
$244K +$210K +4,267 New
SCM
912
Shelton Capital Management
Colorado
$241K -$3.57M -72,398 -94%
BWM
913
Birchcreek Wealth Management
Ohio
$241K +$208K +4,223 New
ACM
914
Ardent Capital Management
Ohio
$241K +$208K +4,222 New
MA
915
Montag & Associates
Georgia
$238K
CCM
916
Cutler Capital Management
Massachusetts
$238K +$345 +7 +0.2%
CPA
917
Court Place Advisors
Maryland
$233K -$56.3K -1,143 -22%
MCAI
918
Members Capital Advisors Inc
Wisconsin
$233K
IAN
919
Integrated Advisors Network
Texas
$233K +$201K +4,077 New
1WM
920
1900 Wealth Management
Texas
$233K -$100K -2,031 -33%
MCA
921
MSH Capital Advisors
Arizona
$231K +$199K +4,044 New
V
922
VeraBank
Texas
$230K +$198K +4,024 New
ACA
923
Anchor Capital Advisors
Massachusetts
$229K +$197K +4,000 New
WAOI
924
Wealth Advisors of Iowa
Iowa
$229K +$197K +4,000 New
CIP
925
Convergence Investment Partners
Florida
$228K +$197K +3,993 New