Name Holding Trade Value Shares
Change
Change in
Stake
FWSM
3176
First Wilshire Securities Management
California
$264K – – –
DCM
3177
Delta Capital Management
New Jersey
$264K +$274K +2,130 New
SIG
3178
Spinnaker Investment Group
California
$264K -$80.1K -622 -23%
CCA
3179
Conservest Capital Advisors
Pennsylvania
$264K – – –
KWM
3180
KFG Wealth Management
Indiana
$263K – – –
NWM
3181
Northwest Wealth Management
Iowa
$263K +$3.74K +29 +1%
SFC
3182
SYM Financial Corp
Indiana
$263K +$273K +2,121 New
OBWP
3183
O'Brien Wealth Partners
Massachusetts
$262K -$2.71K -21 -1%
SFWC
3184
Strategic Family Wealth Counselors
New Jersey
$262K – – –
SWA
3185
ShankerValleau Wealth Advisors
Illinois
$261K – – –
LAS
3186
LWM Advisory Services
Florida
$260K -$62.9K -488 -19%
SFP
3187
Sterling Financial Planning
New Jersey
$260K – – –
BBNB
3188
Baker Boyer National Bank
Washington
$260K -$162K -1,254 -37%
SSG
3189
Summit Securities Group
New York
$260K +$258K +2,000 +2,000%
OWMIAS
3190
One Wealth Management Investment & Advisory Services
Florida
$260K -$18.5K -144 -6%
RA
3191
Rational Advisors
New York
$259K +$270K +2,096 New
WI
3192
Wedgewood Investors
Pennsylvania
$258K +$269K +2,086 New
WFA
3193
WestHill Financial Advisors
California
$258K -$29.8K -231 -10%
FA
3194
Fortis Advisors
Pennsylvania
$258K – – –
CA
3195
Crane Advisory
California
$258K +$8.63K +67 +3%
IAG
3196
Investment Advisory Group
Massachusetts
$258K -$1.68K -13 -0.6%
GA
3197
GSG Advisors
New Jersey
$257K -$6.31K -49 -2%
DIP
3198
Davis Investment Partners
North Carolina
$257K +$20.1K +156 +8%
MAA
3199
Mraz Amerine & Associates
California
$257K – – –
GSC
3200
Ground Swell Capital
South Carolina
$257K +$267K +2,075 New