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Name Holding Trade Value Shares
Change
Change in
Stake
EWF
1901
Epstein & White Financial
California
$294K -$18.3K -122 -6%
DI
1902
DAGCO Inc
Ohio
$294K – – –
KCM
1903
Kathmere Capital Management
Pennsylvania
$294K +$120K +799 +78%
WS
1904
Wela Strategies
Georgia
$293K +$32.3K +216 +13%
OMIC
1905
Old Mission Investment Co
Michigan
$293K -$898 -6 -0.3%
WP
1906
WealthSource Partners
California
$292K +$63.6K +425 +31%
CWM
1907
Centric Wealth Management
Illinois
$291K -$16.6K -111 -6%
SCM
1908
SOL Capital Management
Maryland
$291K – – –
BMCM
1909
Burns Matteson Capital Management
New York
$290K +$270K +1,802 New
FPCM
1910
Financial Partners Capital Management
New York
$289K – – –
IP
1911
Isthmus Partners
Wisconsin
$289K -$126K -843 -32%
AIA
1912
Affinity Investment Advisors
California
$289K -$37.3K -249 -12%
AA
1913
AF Advisors
California
$289K -$5.69K -38 -2%
AC
1914
Annandale Capital
Texas
$289K – – –
CCM
1915
Copeland Capital Management
Pennsylvania
$289K – – –
CCM
1916
Courage Capital Management
Tennessee
$289K – – –
CIC
1917
Cutler Investment Counsel
Oregon
$289K – – –
HZ
1918
Hixon Zuercher
Ohio
$289K – – –
VBCG
1919
Valley Brook Capital Group
Pennsylvania
$289K – – –
WCM
1920
Wedge Capital Management
North Carolina
$289K +$6.89K +46 +3%
EWM
1921
Executive Wealth Management
Michigan
$288K -$17.7K -118 -6%
CFD
1922
Creative Financial Designs
Indiana
$287K -$140K -935 -34%
SAM
1923
Strategy Asset Managers
California
$287K -$1.05K -7 -0.4%
FNC
1924
First National Corp
Massachusetts
$286K +$21.9K +146 +9%
BWA
1925
BDO Wealth Advisors
Florida
$284K -$14.1K -94 -5%