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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
2826
TriaGen Wealth Management
California
$327K – – –
HCM
2827
Highlander Capital Management
New Jersey
$327K – – –
TJHA
2828
Thomas J. Herzfeld Advisors
Florida
$327K – – –
HCM
2829
Hutchinson Capital Management
California
$324K +$3.18K +28 +1%
QWM
2830
QP Wealth Management
New Jersey
$323K – – –
B
2831
Bellecapital
Switzerland
$323K -$78.3K -690 -20%
HCM
2832
Harvey Capital Management
Florida
$323K – – –
DSA
2833
Droms Strauss Advisors
Missouri
$323K – – –
TFA
2834
Triad Financial Advisors
North Carolina
$323K -$2.38K -21 -0.7%
CCM
2835
Chickasaw Capital Management
Tennessee
$322K -$39.7K -350 -11%
SIA
2836
Schear Investment Advisers
Ohio
$322K +$46.9K +413 +17%
PCIG
2837
Partners Capital Investment Group
Massachusetts
$322K +$317K +2,788 New
LB
2838
Legacy Bridge
Iowa
$321K +$42.6K +375 +16%
AWM
2839
AAF Wealth Management
Massachusetts
$321K +$9.08K +80 +3%
MWP
2840
Meridian Wealth Partners
Pennsylvania
$321K +$22K +194 +8%
TCM
2841
TD Capital Management
Tennessee
$320K +$1.14K +10 +0.4%
AAG
2842
Armstrong Advisory Group
Massachusetts
$320K -$31K -273 -9%
MLFP
2843
MPS Loria Financial Planners
Illinois
$319K +$681 +6 +0.2%
FFL
2844
Financial Freedom LLC
Ohio
$319K +$908 +8 +0.3%
WCWM
2845
Willow Creek Wealth Management
California
$317K +$3.97K +35 +1%
GSAM
2846
Grant Street Asset Management
Pennsylvania
$316K +$13.2K +116 +4%
FA
2847
Financial Advisors
Massachusetts
$315K -$2.84K -25 -0.9%
TAM
2848
Titleist Asset Management
Texas
$315K -$11.5K -101 -4%
ECM
2849
Elgethun Capital Management
South Dakota
$315K +$1.36K +12 +0.4%
RC
2850
Randolph Company
Ohio
$315K – – –