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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
2726
Fingerlakes Wealth Management
New York
$222K +$1.81K +23 +0.9%
MM
2727
MQS Management
New York
$221K -$64.3K -816 -23%
CA
2728
Claris Advisors
Missouri
$221K – – –
HBW
2729
Hazlett, Burt & Watson
West Virginia
$221K +$213K +2,698 New
PWMG
2730
Pinnacle Wealth Management Group
Michigan
$220K -$86.7K -1,100 -29%
PCMC
2731
Private Capital Management (Colorado)
Colorado
$220K -$39.2K -497 -16%
Arbor Investment Advisors
2732
Arbor Investment Advisors
North Carolina
$220K -$11.7K -149 -5%
TD Capital Management
2733
TD Capital Management
Tennessee
$220K -$8.12K -103 -4%
MCG
2734
McCollum Christoferson Group
New York
$220K -$3.15K -40 -1%
EWM
2735
Elmwood Wealth Management
California
$220K – – –
Mattern Capital Management
2736
Mattern Capital Management
Colorado
$220K – – –
JWM
2737
Janiczek Wealth Management
Colorado
$220K +$25.1K +318 +13%
Oarsman Capital
2738
Oarsman Capital
Wisconsin
$220K +$211K +2,682 New
MAA
2739
Mraz Amerine & Associates
California
$219K – – –
TIM
2740
Triad Investment Management
California
$219K – – –
HFS
2741
HBC Financial Services
Washington
$219K +$26.6K +338 +15%
TW
2742
Towerpoint Wealth
California
$218K +$1.89K +24 +0.9%
Gateway Advisory
2743
Gateway Advisory
New Jersey
$217K +$209K +2,649 New
TF
2744
TimeScale Financial
Massachusetts
$216K -$5.6K -71 -3%
Tamar Securities
2745
Tamar Securities
California
$216K +$208K +2,634 New
SNBOSD
2746
Security National Bank of So Dak
Iowa
$215K -$36.3K -460 -15%
HCM
2747
HM Capital Management
Missouri
$215K -$9.9K -125 -5%
Caxton Associates (New York)
2748
Caxton Associates (New York)
New York
$215K +$207K +2,621 New
VAS
2749
Valicenti Advisory Services
New York
$214K +$205K +2,606 New
Pegasus Partners
2750
Pegasus Partners
Wisconsin
$213K +$205K +2,597 New