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Name Holding Trade Value Shares
Change
Change in
Stake
UCMOK
2551
United Capital Management of KS
Kansas
$348K -$36.6K -413 -10%
ES
2552
ETF Store
Kansas
$347K +$22.7K +256 +8%
BWL
2553
Bogart Wealth LLC
Virginia
$346K +$25K +282 +8%
PS
2554
Planned Solutions
California
$346K +$35.5K +400 +12%
SCM
2555
Stonehearth Capital Management
Massachusetts
$346K +$59K +666 +22%
ATIA
2556
American Trust Investment Advisors
New Hampshire
$345K – – –
OCPWS
2557
One Charles Private Wealth Services
Massachusetts
$345K +$21.8K +246 +7%
ACM
2558
Anfield Capital Management
California
$345K +$47.9K +540 +17%
LAS
2559
Lloyd Advisory Services
Georgia
$344K -$54.4K -614 -14%
TCMP
2560
Thrive Capital Management (Pennsylvania)
Pennsylvania
$344K +$334K +3,769 New
CF
2561
Corrigan Financial
Rhode Island
$344K +$887 +10 +0.3%
NED
2562
Nancy E. Dempze
$343K – – –
OKSA
2563
O'Keefe Stevens Advisory
New York
$342K +$3.55K +40 +1%
RRA
2564
Round Rock Advisors
Connecticut
$342K +$332K +3,747 New
RP
2565
Rice Partnership
Hawaii
$341K -$2.84K -32 -0.8%
JWM
2566
Janiczek Wealth Management
Colorado
$341K +$101K +1,137 +42%
GAM
2567
Gemmer Asset Management
California
$339K – – –
SCP
2568
Seizert Capital Partners
Michigan
$339K – – –
KWS
2569
Keystone Wealth Services
California
$339K +$12.2K +138 +4%
PFP
2570
Paragon Financial Partners
California
$339K +$12.2K +138 +4%
SIM
2571
Stratos Investment Management
Ohio
$339K +$19.8K +223 +6%
CFA
2572
CWS Financial Advisors
Michigan
$339K +$51.1K +576 +18%
BDF
2573
Black Diamond Financial
Maryland
$338K -$114K -1,285 -26%
TC
2574
Titleist Capital
Texas
$338K -$39.4K -444 -11%
WCG
2575
Weaver Consulting Group
California
$338K +$11.1K +125 +3%