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Name Holding Trade Value Shares
Change
Change in
Stake
FSA
1776
Financial Sense Advisors
California
$497K -$13.5K -48 -3%
CP
1777
Camelot Portfolios
Ohio
$497K – – –
WCM
1778
WealthBridge Capital Management
Ohio
$494K +$564 +2 +0.1%
MWM
1779
Minot Wealth Management
Massachusetts
$492K -$282 -1 -0.1%
AWM
1780
Apollon Wealth Management
South Carolina
$488K +$466K +1,652 New
TFS
1781
TrustCore Financial Services
Tennessee
$484K +$21.1K +75 +5%
WFMPM
1782
Woodley Farra Manion Portfolio Management
Indiana
$483K +$7.89K +28 +2%
TWA
1783
TCI Wealth Advisors
Arizona
$481K +$42.3K +150 +10%
BAM
1784
Brave Asset Management
New Jersey
$479K – – –
MIC
1785
Means Investment Company
Maine
$478K +$11.6K +41 +3%
LWMM
1786
Legacy Wealth Management (Mississippi)
Mississippi
$478K +$15.5K +55 +4%
HIS
1787
Harvest Investment Services
Illinois
$477K +$203K +721 +81%
SW
1788
SkyOak Wealth
Michigan
$474K -$40.6K -144 -8%
VWM
1789
Vigilare Wealth Management
Arizona
$473K – – –
EFMH
1790
E Fund Management (HK)
Hong Kong
$473K +$451K +1,600 New
CPO
1791
Cerity Partners OCIO
New York
$471K +$128K +453 +40%
PFG
1792
PAX Financial Group
Texas
$470K +$11K +39 +3%
AM
1793
Atwater Malick
Pennsylvania
$467K – – –
OCM
1794
One Capital Management
California
$466K -$468K -1,659 -51%
NERM
1795
New England Research & Management
Illinois
$466K -$7.05K -25 -2%
GIP
1796
Greatmark Investment Partners
Georgia
$466K +$95.9K +340 +27%
BS
1797
Boenning & Scattergood
Pennsylvania
$464K +$2.82K +10 +0.6%
IFO
1798
Independent Family Office
New York
$463K +$18.3K +65 +4%
MKC
1799
M. Kraus & Co
Vermont
$462K +$55.5K +197 +14%
HL
1800
HeadInvest LLC
Maine
$462K +$197K +698 +81%