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Name Holding Trade Value Shares
Change
Change in
Stake
9WM
1876
9258 Wealth Management
Ohio
$337K +$339K +1,707 New
NC
1877
Noked Capital
Israel
$336K +$337K +1,700 New
NI
1878
Noked Israel
Israel
$336K +$337K +1,700 New
PC
1879
Port Capital
Illinois
$335K -$229K -1,152 -40%
FNBSF
1880
First National Bank Sioux Falls
South Dakota
$335K -$9.13K -46 -3%
FA
1881
FMA Advisory
Pennsylvania
$335K +$21.2K +107 +7%
AWM
1882
Atticus Wealth Management
Florida
$335K +$336K +1,694 New
PAS
1883
Partnervest Advisory Services
California
$334K -$46.6K -235 -12%
SSWM
1884
Smith Salley Wealth Management
North Carolina
$333K – – –
ECM
1885
Estabrook Capital Management
New York
$333K – – –
HFP
1886
Holistic Financial Partners
Indiana
$332K +$11.3K +57 +4%
CIA
1887
CSat Investment Advisory
Michigan
$331K +$110K +553 +49%
SL
1888
Savior LLC
Massachusetts
$331K +$332K +1,673 New
CC
1889
Cedar Capital
Illinois
$330K +$7.74K +39 +2%
SFS
1890
Summit Financial Strategies
Ohio
$329K – – –
W
1891
WealthOne
New York
$329K +$6.94K +35 +2%
TI
1892
Tidal Investments
Wisconsin
$329K +$110K +553 +50%
AFIA
1893
America First Investment Advisors
Nebraska
$328K – – –
BSPF
1894
British Steel Pension Fund
United Kingdom
$326K – – –
FI
1895
Financial Insights
Washington
$326K +$1.78K +9 +0.5%
HWM
1896
Howard Wealth Management
Connecticut
$326K +$327K +1,651 New
RM
1897
Resource Management
Louisiana
$325K +$198 +1 +0.1%
MC
1898
Middleton & Co
Massachusetts
$323K -$44.8K -226 -12%
CIP
1899
Convergence Investment Partners
Florida
$323K -$4.36K -22 -1%
GWM
1900
GSB Wealth Management
Connecticut
$323K – – –