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Name Holding Trade Value Shares
Change
Change in
Stake
WSCM
1901
Wellington Shields Capital Management
New York
$1.03M -$13.6M -145,719 -93%
SCI
1902
Stableford Capital II
Arizona
$1.03M -$741K -7,941 -38%
CAM
1903
Close Asset Management
United Kingdom
$1.02M +$133K +1,420 +14%
WMA
1904
Wealth Management Associates
New Jersey
$1.02M -$4.2K -45 -0.4%
ZIG
1905
Zullo Investment Group
Pennsylvania
$1.02M +$3.08K +33 +0.3%
PSFG
1906
Prairie Sky Financial Group
Illinois
$1.02M -$2.99K -32 -0.3%
PFS
1907
Physicians Financial Services
North Carolina
$1.01M -$40.1K -430 -4%
WA1
1908
Wimmer Associates 1
California
$1.01M -$94.8K -1,015 -7%
WA
1909
WBH Advisory
Maryland
$1.01M -$303K -3,248 -22%
CD
1910
Chapin Davis
Maryland
$1.01M -$5.51K -59 -0.5%
ICP
1911
Impact Capital Partners
Colorado
$1M -$15.6K -167 -1%
SOS
1912
Silver Oak Securities
Tennessee
$1M -$73.1K -783 -7%
SIC
1913
Sterling Investment Counsel
New York
$1M +$520K +5,572 +100%
DC
1914
DeDora Capital
California
$1M -$61.7K -661 -6%
GPA
1915
Guerra Pan Advisors
New Jersey
$1M -$32K -343 -3%
WFS
1916
Widmann Financial Services
Maryland
$999K -$6.07K -65 -0.6%
F8IS
1917
Figure 8 Investment Strategies
Idaho
$999K -$127K -1,360 -11%
SEIA
1918
Signature Estate & Investment Advisors
California
$999K -$17.5M -187,674 -94%
BONH
1919
Bank of New Hampshire
New Hampshire
$998K -$1.07M -11,482 -51%
FFA
1920
First Foundation Advisors
California
$997K -$158K -1,689 -13%
EFA
1921
Evernest Financial Advisors
Indiana
$995K -$69.4K -743 -6%
WF
1922
WinCap Financial
Massachusetts
$993K +$160K +1,719 +18%
EA
1923
Everpar Advisors
Oklahoma
$993K -$237K -2,542 -19%
CYG
1924
Clean Yield Group
Vermont
$991K -$42.7K -457 -4%
PRP
1925
Peak Retirement Planning
Ohio
$990K +$231K +2,469 +29%