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Name Holding Trade Value Shares
Change
Change in
Stake
NFC
1851
Northeast Financial Consultants
Connecticut
$206K -$442K -7,980 -67%
AAMA
1852
Advanced Asset Management Advisors
Ohio
$206K +$213K +3,835 New
AIM
1853
Advantage Investment Management
Iowa
$205K -$23.8K -429 -10%
IC
1854
InterOcean Capital
Illinois
$204K -$17.4K -314 -8%
SG
1855
Somerset Group
Minnesota
$203K
4IG
1856
440 Investment Group
Kansas
$201K
GWM
1857
Greenwich Wealth Management
Connecticut
$201K +$5.32K +96 +3%
SAMC
1858
Spectrum Asset Management (California)
California
$201K +$14.1K +255 +7%
TFO
1859
Tarbox Family Office
California
$201K +$33.8K +609 +19%
DWM
1860
Dynasty Wealth Management
Florida
$201K +$207K +3,742 New
OKSA
1861
O'Keefe Stevens Advisory
New York
$200K +$207K +3,733 New
PCM
1862
Poehling Capital Management
Wisconsin
$189K +$195K +3,525 New
VCM
1863
Versant Capital Management
Arizona
$188K +$21.5K +387 +12%
CAC
1864
Certified Advisory Corp
Florida
$184K +$191K +3,443 New
VIMU
1865
Veritas Investment Management (UK)
United Kingdom
$183K -$221K -3,993 -54%
CA
1866
Centerpoint Advisors
Massachusetts
$182K +$188K +3,392 New
HCM
1867
Highlander Capital Management
New Jersey
$179K
LFA
1868
Legacy Financial Advisors
Kentucky
$177K +$183K +3,296 New
WIM
1869
Westside Investment Management
California
$175K +$10.7K +193 +6%
CS
1870
Credential Securities
$174K -$19.1K -345 -10%
IP
1871
Isthmus Partners
Wisconsin
$174K
PHK
1872
Point72 Hong Kong
Hong Kong
$173K +$161K +2,907 +897%
PWPS
1873
Pinnacle Wealth Planning Services
Ohio
$173K +$178K +3,218 New
LC
1874
Landaas & Company
Wisconsin
$171K +$39.3K +709 +29%
TIM
1875
Tortoise Investment Management
New York
$170K +$4.27K +77 +2%