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Name Holding Trade Value Shares
Change
Change in
Stake
WOSD
2951
WFA of San Diego
California
$378K – – –
WWMSC
2952
Wagner Wealth Management (South Carolina)
South Carolina
$378K +$21.8K +39 +6%
OAM
2953
Oberweis Asset Management
Illinois
$378K -$5.03K -9 -1%
KBFS
2954
Kohmann Bosshard Financial Services
Ohio
$377K – – –
CSC
2955
Caldwell Sutter Capital
California
$377K – – –
QL
2956
Quarry LP
New York
$376K -$471K -843 -56%
CSB
2957
City State Bank
Iowa
$375K – – –
HPG
2958
Harvest Portfolios Group
Ontario, Canada
$374K -$5.03K -9 -1%
ACA
2959
Ascension Capital Advisors
Texas
$374K – – –
TFS
2960
Targeted Financial Services
Florida
$374K +$366K +655 New
CWA
2961
CogentBlue Wealth Advisors
Tennessee
$373K -$23.5K -42 -6%
PVM
2962
Palogic Value Management
Texas
$373K +$57.6K +103 +19%
OWA
2963
Octavia Wealth Advisors
Ohio
$372K -$54.2K -97 -13%
QWM
2964
QP Wealth Management
New Jersey
$372K +$364K +652 New
MEG
2965
Millstone Evans Group
Colorado
$372K +$13.4K +24 +4%
MWP
2966
Meriwether Wealth & Planning
Louisiana
$371K -$57K -102 -14%
WPC
2967
Waters Parkerson & Co
Louisiana
$371K – – –
WCP
2968
Wealthcare Capital Partners
Pennsylvania
$371K +$2.24K +4 +0.6%
CNTOF
2969
Canandaigua National Trust of Florida
New York
$371K +$18.4K +33 +5%
SFG
2970
SNS Financial Group
Minnesota
$370K -$11.7K -21 -3%
CFSG
2971
Community Financial Services Group
Vermont
$370K +$12.9K +23 +4%
BM
2972
Berman McAleer
Maryland
$369K +$2.79K +5 +0.8%
AFG
2973
Allegheny Financial Group
Pennsylvania
$368K +$55.9K +100 +18%
TS
2974
Tamar Securities
California
$367K -$559 -1 -0.2%
PAS
2975
Parsonex Advisory Services
Colorado
$367K -$9.5K -17 -3%