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Name Holding Trade Value Shares
Change
Change in
Stake
MAWCM
1701
Mine & Arao Wealth Creation & Management
California
$758K +$1.33K +4 +0.2%
DFG
1702
Demars Financial Group
Washington
$756K -$3.39M -10,216 -79%
CIA
1703
Capital Investment Advisors
Georgia
$754K +$125K +376 +17%
SCA
1704
Spearhead Capital Advisors
Florida
$752K +$40.8K +123 +5%
TAM
1705
Tabor Asset Management
New York
$751K -$362K -1,091 -29%
JWCA
1706
J.W. Coons Advisors
Ohio
$750K +$36.5K +110 +4%
SFP
1707
Sandbox Financial Partners
Maryland
$747K -$236K -711 -21%
PFG
1708
PAX Financial Group
Texas
$747K +$16.9K +51 +2%
PWA
1709
Providence Wealth Advisors
Illinois
$743K -$27.5K -83 -3%
GCP
1710
GSA Capital Partners
United Kingdom
$743K +$621K +1,874 +254%
PI
1711
PEAK6 Investments
Illinois
$743K +$866K +2,612 +87,067%
SOAMC
1712
Spirit of America Management Corp
New York
$739K – – –
KCM
1713
KRS Capital Management
Michigan
$733K -$18.2K -55 -2%
APWM
1714
Atlas Private Wealth Management
New York
$732K +$40.4K +122 +5%
PWM
1715
Perigon Wealth Management
California
$730K -$68K -205 -7%
VC
1716
Veracity Capital
Georgia
$729K -$20.2K -61 -2%
SFS
1717
Stiles Financial Services
Minnesota
$727K -$58K -175 -6%
CSIC
1718
Clifford Swan Investment Counsel
California
$725K – – –
OC
1719
Oakworth Capital
Alabama
$725K – – –
TSWM
1720
Tyler-Stone Wealth Management
Ohio
$725K – – –
SCM
1721
Seascape Capital Management
New Hampshire
$725K +$7.62K +23 +0.9%
IIM
1722
Ipswich Investment Management
Massachusetts
$723K +$29.8K +90 +4%
SCM
1723
Stevens Capital Management
Pennsylvania
$722K -$21.9K -66 -3%
TC
1724
Trust Company
Kansas
$721K +$762K +2,299 +974%
NDSI
1725
Newman Dignan & Sheerar Inc
Rhode Island
$720K – – –