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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
2951
Sage Investment Counsel
Tennessee
$317K – – –
FSA
2952
Franklin Street Advisors
North Carolina
$317K – – –
MO
2953
McMillan Office
Michigan
$317K – – –
ANBOT
2954
American National Bank of Texas
Texas
$317K +$96.4K +183 +40%
FGAM
2955
Financial Gravity Asset Management
Texas
$317K -$52.7K -100 -14%
WIC
2956
WealthBridge Investment Counsel
Alberta, Canada
$316K – – –
MSFP
2957
Mark Sheptoff Financial Planning
Connecticut
$316K – – –
AZ
2958
Alpha Zero
Florida
$315K -$31.1K -59 -9%
CCA
2959
Catalyst Capital Advisors
New York
$315K -$700K -1,330 -68%
CSC
2960
Caldwell Sutter Capital
California
$315K -$15.8K -30 -5%
CWM
2961
Chicago Wealth Management
Illinois
$314K – – –
FPH
2962
Financial Planning Hawaii
Hawaii
$314K – – –
TWM
2963
Topsail Wealth Management
North Carolina
$314K +$42.7K +81 +15%
WHCI
2964
W.H. Cornerstone Investments
Massachusetts
$314K +$527 +1 +0.2%
LHP
2965
Lexington Hill Partners
Texas
$314K +$120K +227 +57%
ACA
2966
American Capital Advisory
Idaho
$313K +$3.69K +7 +1%
AWP
2967
Atlas Wealth Partners
Pennsylvania
$313K – – –
FFG
2968
Frisch Financial Group
New York
$313K +$6.85K +13 +2%
KI
2969
Kapitalo Investimentos
Brazil
$312K -$2.92M -5,540 -90%
KCPG
2970
Kavar Capital Partners Group
Kansas
$312K – – –
SWM
2971
Steinberganna Wealth Management
New York
$312K – – –
CNTOF
2972
Canandaigua National Trust of Florida
New York
$311K -$13.7K -26 -4%
VWM
2973
Vigilare Wealth Management
Arizona
$310K – – –
WWA
2974
Wealth Watch Advisors
Colorado
$309K +$188K +357 +136%
IA
2975
IFG Advisors
Missouri
$309K +$1.58K +3 +0.5%