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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1501
Telos Capital Management
California
$501K -$46.4K -241 -9%
WRM
1502
Weybosset Research & Management
Rhode Island
$500K -$92K -478 -16%
SFS
1503
Sowell Financial Services
Arkansas
$499K -$449K -2,335 -49%
EA
1504
Evanston Advisors
Illinois
$499K +$2.31K +12 +0.5%
JAFL
1505
Jay A. Fishman Ltd
Michigan
$497K -$44.8K -233 -8%
CWM
1506
Confluence Wealth Management
Oregon
$497K +$27.3K +142 +6%
BCM
1507
Brown Capital Management
Maryland
$495K – – –
CWM
1508
Connecticut Wealth Management
Connecticut
$493K -$5.96K -31 -1%
WA
1509
WealthTrust Axiom
Pennsylvania
$493K – – –
MC
1510
Matisse Capital
Oregon
$490K – – –
NFC
1511
Northeast Financial Consultants
Connecticut
$490K +$14.6K +76 +3%
PFA
1512
Pathway Financial Advisors
Vermont
$490K +$479K +2,488 New
GKWIM
1513
Gerber Kawasaki Wealth & Investment Management
California
$489K – – –
OFG
1514
OmniStar Financial Group
North Carolina
$489K +$479K +2,489 New
PHS
1515
Pekin Hardy Strauss
Illinois
$487K – – –
TBA
1516
Train Babcock Advisors
New York
$486K – – –
FWM
1517
Focused Wealth Management
New York
$483K -$69.3K -360 -13%
CPSAC
1518
Chas P. Smith & Associates (CPS)
Florida
$483K – – –
PTB
1519
Pioneer Trust Bank
Oregon
$483K – – –
SCA
1520
Sippican Capital Advisors
Massachusetts
$480K -$11.5K -60 -2%
HWA
1521
Heritage Wealth Advisors
Virginia
$480K +$3.85K +20 +0.8%
UC
1522
Unio Capital
New Jersey
$479K +$468K +2,434 New
VIM
1523
Vista Investment Management
Pennsylvania
$477K +$466K +2,422 New
ACM
1524
Armbruster Capital Management
New York
$474K -$9.23K -48 -2%
MMPW
1525
Mitchell McLeod Pugh & Williams
Alabama
$474K +$9.04K +47 +2%