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Name Holding Trade Value Shares
Change
Change in
Stake
NICM
2776
Neo Ivy Capital Management
New York
$360K +$309K +1,254 New
JWM
2777
JGP Wealth Management
Oregon
$359K -$37K -150 -11%
LF
2778
Lee Financial
Texas
$359K +$2.96K +12 +1%
WOSD
2779
WFA of San Diego
California
$359K
SIS
2780
Strategic Investment Solutions
Illinois
$359K -$148K -600 -32%
WIA
2781
World Investment Advisors
California
$358K +$15.1K +61 +5%
BWM
2782
BCGM Wealth Management
Indiana
$357K +$307K +1,245 New
MFG
2783
Menard Financial Group
Texas
$357K +$307K +1,244 New
CCG
2784
Cypress Capital Group
Florida
$356K +$306K +1,241 New
GF
2785
Gries Financial
Ohio
$356K -$15.1K -61 -5%
AWA
2786
Archvest Wealth Advisors
California
$356K
WSCM
2787
Wellington Shields Capital Management
New York
$356K +$65.9K +267 +27%
FC
2788
FCA Corp
Texas
$355K -$27.6K -112 -8%
HI
2789
Hudock Inc
Pennsylvania
$355K -$12.3K -50 -4%
SWM
2790
Salvus Wealth Management
New Jersey
$353K
AWM
2791
Aprio Wealth Management
Georgia
$353K -$15.1K -61 -5%
KBFS
2792
Kohmann Bosshard Financial Services
Ohio
$352K +$12.8K +52 +4%
BWM
2793
Baron Wealth Management
Michigan
$350K -$50.6K -205 -14%
CA
2794
Claris Advisors
Missouri
$350K -$12.3K -50 -4%
BFA
2795
Beacon Financial Advisory
Ohio
$350K
PA
2796
Probity Advisors
Texas
$349K +$300K +1,216 New
HCMG
2797
Howard Capital Management Group
California
$349K -$202K -820 -40%
TC
2798
Truvestments Capital
Florida
$349K -$10.4K -42 -3%
MWA
2799
Moser Wealth Advisors
Washington
$348K +$299K +1,212 New
SL
2800
Sentinus LLC
Illinois
$347K -$70.8K -287 -19%