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Name Holding Trade Value Shares
Change
Change in
Stake
RWA
2476
Rooted Wealth Advisors
Illinois
$340K -$21.5K -74 -6%
SCM
2477
Seascape Capital Management
New Hampshire
$340K +$581 +2 +0.2%
AFM
2478
Armstrong Fleming & Moore
District of Columbia
$339K +$330K +1,137 New
AA
2479
AlphaMark Advisors
Kentucky
$339K – – –
MIM
2480
MTM Investment Management
South Carolina
$339K – – –
CCM
2481
Canal Capital Management
Virginia
$339K -$25K -86 -7%
PWA
2482
Phoenix Wealth Advisors
North Carolina
$339K – – –
WSC
2483
Wellington Shields & Co
New York
$338K -$364K -1,254 -53%
P
2484
&Partners
Tennessee
$338K +$19.8K +68 +6%
AW
2485
Atlas Wealth
Ohio
$338K – – –
EBWM
2486
Eagle Bluffs Wealth Management
Missouri
$338K – – –
SFWA
2487
Summit Financial Wealth Advisors
Louisiana
$337K -$12.2K -42 -4%
RFA
2488
Resurgent Financial Advisors
Georgia
$337K +$1.74K +6 +0.5%
KBFS
2489
Kohmann Bosshard Financial Services
Ohio
$336K +$62.5K +215 +24%
PIFP
2490
Partners in Financial Planning
Virginia
$335K – – –
EF
2491
Empirical Finance
Pennsylvania
$335K – – –
OPCM
2492
Osborne Partners Capital Management
California
$334K -$16K -55 -5%
HCP
2493
Holt Capital Partners
Texas
$334K – – –
FAT
2494
First American Trust
California
$334K -$102K -352 -24%
CIA
2495
Caerus Investment Advisors
Texas
$334K -$145K -500 -31%
BWM
2496
BNC Wealth Management
Oregon
$334K -$6.97K -24 -2%
BCMLT
2497
Beacon Capital Management LLC (Tennessee)
Tennessee
$333K -$3.49K -12 -1%
HCMT
2498
Highland Capital Management (Tennessee)
Tennessee
$333K – – –
APS
2499
American Planning Services
Florida
$332K – – –
MF
2500
Manchester Financial
California
$331K -$14.2K -49 -4%