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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
4401
Aquatic Capital Management
Illinois
$322K -$44.9M -72,702 -99%
CP
4402
Capital Planning
Washington
$322K +$269K +436 New
NAMM
4403
NorthStar Asset Management (Massachusetts)
Massachusetts
$321K -$1.24K -2 -0.5%
KWA
4404
Kellett Wealth Advisors
Ohio
$320K +$268K +434 New
LRWA
4405
Long Run Wealth Advisors
New York
$320K +$268K +433 New
ITC
4406
Inspire Trust Company
Nevada
$319K -$22.9K -37 -8%
LC
4407
Lavaca Capital
Texas
$319K +$116K +188 +77%
KFG
4408
Kelly Financial Group
Connecticut
$318K +$6.18K +10 +2%
FC
4409
Fulcrum Capital
Washington
$318K -$85.3K -138 -24%
GC
4410
GatePass Capital
Ohio
$318K +$42.6K +69 +19%
PCI
4411
Planning Center Inc
Illinois
$318K +$1.85K +3 +0.7%
AFIA
4412
America First Investment Advisors
Nebraska
$317K
AFTS
4413
American Financial & Tax Strategies
New York
$317K
AOWM
4414
Alpha Omega Wealth Management
Virginia
$317K
UIM
4415
Unified Investment Management
Georgia
$316K +$18.5K +30 +8%
PFA
4416
Pinnacle Family Advisors
Missouri
$316K +$21K +34 +9%
EF
4417
Exeter Financial
Arizona
$315K +$264K +427 New
RIM
4418
Reliant Investment Management
Tennessee
$314K
HCM
4419
Hutchinson Capital Management
California
$314K -$3.09K -5 -1%
CCG
4420
Capital CS Group
California
$314K +$263K +425 New
COFSG
4421
Carbahal Olsen Financial Services Group
California
$312K
BHWM
4422
Bay Harbor Wealth Management
Maryland
$312K +$68.6K +111 +36%
BTD
4423
BankPlus Trust Department
Mississippi
$311K +$618 +1 +0.2%
SCM
4424
Stonebridge Capital Management
California
$311K
BIM
4425
Breakwater Investment Management
Washington
$311K