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Name Holding Trade Value Shares
Change
Change in
Stake
PCH
2201
PGIM Custom Harvest
New Jersey
$25K
FI
2202
FormulaFolio Investments
Michigan
$24K -$4.14M -27,668 -100%
BCM
2203
Bourgeon Capital Management
Connecticut
$24K
HWA
2204
HHM Wealth Advisors
Tennessee
$23K
IRC
2205
Investors Research Corp
Georgia
$23K
EAM
2206
Eukles Asset Management
Ohio
$23K +$1.5K +10 +7%
BCPWM
2207
Bradley & Co Private Wealth Management
Florida
$23K +$21K +140 New
Loomis, Sayles & Company
2208
Loomis, Sayles & Company
Massachusetts
$22K +$20.4K +136 New
CMBA
2209
C.M. Bidwell & Associates
Hawaii
$22K +$20.7K +138 New
RA
2210
Resolute Advisors
California
$22K +$27.2K +182 New
HF
2211
Halpern Financial
Virginia
$21.4K
NCM
2212
New Capital Management
Texas
$21K -$2.69K -18 -12%
GI
2213
GS Investments
Minnesota
$21K
AFIA
2214
America First Investment Advisors
Nebraska
$20K
AWM
2215
AllSquare Wealth Management
New York
$19K
AW
2216
Avion Wealth
Texas
$19K
CPWM
2217
Cypress Point Wealth Management
Texas
$19K
LB
2218
Legacy Bridge
Iowa
$19K
RDFA
2219
Ritter Daniher Financial Advisory
Ohio
$19K
GAM
2220
Grandview Asset Management
Pennsylvania
$19K +$18.1K +121 New
KFP
2221
KB Financial Partners
New Jersey
$18K +$17.2K +115 New
CPFP
2222
Clear Perspectives Financial Planning
Ohio
$17K
HFM
2223
Harvest Fund Management
China
$15K -$35.5K -237 -71%
FA
2224
Financial Avengers
California
$15K -$12.1K -81 -46%
EIP
2225
Ellis Investment Partners
Pennsylvania
$15K -$1.05K -7 -7%