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Name Holding Trade Value Shares
Change
Change in
Stake
WIM
2701
Warwick Investment Management
Texas
$535K +$96.9K +752 +21%
MFC
2702
Morris Financial Concepts
South Carolina
$535K -$4.64K -36 -0.8%
HFP
2703
Holistic Financial Partners
Indiana
$532K -$38.5K -299 -7%
GIP
2704
Greatmark Investment Partners
Georgia
$531K +$6.7K +52 +1%
LI
2705
LRI Investments
Florida
$530K +$225K +1,744 +69%
PCMC
2706
Paragon Capital Management (Colorado)
Colorado
$529K -$73.6K -571 -12%
GAM
2707
Gould Asset Management
California
$529K -$19.3K -150 -3%
BSHC
2708
Breed's Hill Capital
Massachusetts
$528K – – –
HPM
2709
Hoxton Planning & Management
West Virginia
$527K +$20.5K +159 +4%
SIM
2710
SSI Investment Management
California
$526K -$515 -4 -0.1%
HCP
2711
Holt Capital Partners
Texas
$526K -$6.83K -53 -1%
PVM
2712
Palogic Value Management
Texas
$526K – – –
FC
2713
Fairscale Capital
New Hampshire
$526K +$540K +4,194 New
AA
2714
Aire Advisors
California
$526K +$2.58K +20 +0.5%
EFG
2715
Embree Financial Group
Illinois
$525K +$1.42K +11 +0.3%
HC
2716
Hamilton Capital
Ohio
$524K -$236K -1,830 -30%
HWA
2717
HHM Wealth Advisors
Tennessee
$521K -$14.2K -110 -3%
FFG
2718
Fortem Financial Group
California
$520K -$64.8K -503 -11%
WF
2719
Wayfinding Financial
Washington
$518K -$149K -1,156 -22%
RA
2720
Riverstone Advisors
Texas
$516K – – –
VIP
2721
Vista Investment Partners
Oklahoma
$516K +$10.6K +82 +2%
CPRC
2722
Consolidated Portfolio Review Corp
New York
$515K +$44.6K +346 +9%
AIFAIM
2723
American Institute for Advanced Investment Management
Arizona
$512K – – –
Wedge Capital Management
2724
Wedge Capital Management
North Carolina
$511K +$532K +4,130 New
MWC
2725
MBM Wealth Consultants
Missouri
$511K +$51.4K +399 +11%