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Name Holding Trade Value Shares
Change
Change in
Stake
LWMNY
3026
Landmark Wealth Management (New York)
New York
$285K – – –
BC
3027
Brio Consultants
California
$285K +$29.3K +51 +11%
GC
3028
Gibson Capital
Pennsylvania
$285K +$1.15K +2 +0.4%
LAM
3029
Lountzis Asset Management
Pennsylvania
$284K – – –
PCM
3030
PenderFund Capital Management
British Columbia, Canada
$284K +$287K +500 New
PCP
3031
Proficio Capital Partners
Massachusetts
$284K -$1.8M -3,133 -86%
DAM
3032
Doheny Asset Management
California
$284K – – –
HIF
3033
Hill Island Financial
Michigan
$284K -$4.59K -8 -2%
SWM
3034
SilverOak Wealth Management
Minnesota
$282K -$117K -203 -29%
WMA
3035
William Mack & Associates
Michigan
$282K -$2.87K -5 -1%
EM
3036
ELCO Management
New York
$282K – – –
CICI
3037
Capital Investment Counsel Inc
North Carolina
$281K – – –
CNBTD
3038
Citizens National Bank Trust Department
Mississippi
$281K – – –
MCI
3039
MRP Capital Investments
Georgia
$281K – – –
PFA
3040
Professional Financial Advisors
Nebraska
$281K -$1.4M -2,432 -83%
PA
3041
Planning Alternatives
Michigan
$280K +$45.4K +79 +19%
GS
3042
GWN Securities
Florida
$280K -$280K -488 -50%
PSCM
3043
Per Stirling Capital Management
Texas
$280K +$1.72K +3 +0.6%
EA
3044
Ellsworth Advisors
Ohio
$279K +$52.8K +92 +23%
PGWM
3045
Pitti Group Wealth Management
New York
$279K – – –
BW
3046
Balance Wealth
Ohio
$279K +$70.1K +122 +33%
RW
3047
Regimen Wealth
Georgia
$279K – – –
PFG
3048
Prospect Financial Group
Virginia
$279K – – –
TBNY
3049
Trustco Bank (New York)
New York
$279K – – –
NAMP
3050
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$278K – – –