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Name Holding Trade Value Shares
Change
Change in
Stake
SHA
1301
Seneca House Advisors
Virginia
$661K -$204K -1,322 -23%
FFA
1302
First Foundation Advisors
California
$661K +$247K +1,604 +54%
QT
1303
Quantamental Technologies
New York
$661K +$702K +4,560 New
EWM
1304
Empirical Wealth Management
Washington
$657K -$23.2K -151 -3%
LW
1305
Linscomb Wealth
Texas
$655K +$15.1K +98 +2%
PCM
1306
Perkins Capital Management
Minnesota
$655K +$31.2K +203 +5%
CAM
1307
Cozad Asset Management
Illinois
$653K -$276K -1,790 -28%
BFIM
1308
Beese Fulmer Investment Management
Ohio
$652K -$47K -305 -6%
AWM
1309
Aevitas Wealth Management
Massachusetts
$652K -$7.85K -51 -1%
RCC
1310
Red Cedar Capital
Nebraska
$649K – – –
WWM
1311
Windsor Wealth Management
Indiana
$649K +$314K +2,038 +85%
LA
1312
LVW Advisors
New York
$648K +$487K +3,161 +242%
Koshinski Asset Management
1313
Koshinski Asset Management
Illinois
$641K -$126K -816 -16%
BS
1314
Bessemer Securities
New York
$641K – – –
NWA
1315
New World Advisors
Massachusetts
$641K +$681K +4,425 New
IWM
1316
IHT Wealth Management
Illinois
$640K +$68K +442 +11%
RWM
1317
RBA Wealth Management
California
$638K -$25.4K -165 -4%
HIC
1318
Holderness Investments Company
North Carolina
$637K -$163K -1,056 -19%
CWM
1319
Cordatus Wealth Management
Pennsylvania
$636K -$1.18M -7,678 -64%
EGA
1320
Eagle Global Advisors
Texas
$636K – – –
FAIM
1321
Financial Advocates Investment Management
Washington
$635K +$4K +26 +0.6%
BFG
1322
Barber Financial Group
Kansas
$632K -$18.3K -119 -3%
W
1323
Wealthquest
Ohio
$632K +$616 +4 +0.1%
SC
1324
Searle & Co
Connecticut
$631K – – –
WPA
1325
Winning Points Advisors
Florida
$631K – – –