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Name Holding Trade Value Shares
Change
Change in
Stake
IWM
2826
Integris Wealth Management
California
$315K +$291K +2,843 New
DSA
2827
Droms Strauss Advisors
Missouri
$315K – – –
BSAM
2828
Blue Square Asset Management
New York
$314K – – –
WFMPM
2829
Woodley Farra Manion Portfolio Management
Indiana
$314K -$155K -1,520 -35%
TJHA
2830
Thomas J. Herzfeld Advisors
Florida
$314K – – –
GSAM
2831
Grant Street Asset Management
Pennsylvania
$313K +$102 +1 +0%
GA
2832
Gateway Advisory
New Jersey
$313K +$102 +1 +0%
TWM
2833
TriaGen Wealth Management
California
$313K -$2.76K -27 -0.9%
C
2834
Covestor
United Kingdom
$311K +$38.3K +375 +15%
QWM
2835
QP Wealth Management
New Jersey
$311K -$28.4K -278 -9%
HCM
2836
Harvey Capital Management
Florida
$311K – – –
Howard Capital Management
2837
Howard Capital Management
Georgia
$308K +$282K +2,759 New
DA
2838
Detalus Advisors
Missouri
$307K -$4.6K -45 -2%
CAS
2839
Coppell Advisory Solutions
Texas
$306K +$282K +2,759 New
CASC
2840
Coppell Advisory Solutions Corp
Texas
$306K +$282K +2,759 New
PCMC
2841
Private Capital Management (Colorado)
Colorado
$306K -$14.2K -139 -5%
TCM
2842
TD Capital Management
Tennessee
$306K +$1.23K +12 +0.4%
GWAG
2843
Garrett Wealth Advisory Group
Texas
$306K – – –
CWC
2844
Carolinas Wealth Consulting
North Carolina
$305K +$21.7K +212 +1%
FFL
2845
Financial Freedom LLC
Ohio
$305K +$281K +2,749 New
RC
2846
Randolph Company
Ohio
$302K – – –
MS
2847
Madden Securities
Texas
$302K +$279K +2,725 New
OPCM
2848
Osborne Partners Capital Management
California
$301K -$16.2K -158 -5%
QFA
2849
Quantum Financial Advisors
California
$301K +$34.1K +334 +14%
QCIG
2850
Quad-Cities Investment Group
Iowa
$300K -$54.4K -532 -16%