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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
2051
Wolverine Asset Management
Illinois
$301K -$694K -8,662 -70%
SAMC
2052
Spectrum Asset Management (California)
California
$301K – – –
AWM
2053
Alterna Wealth Management
Texas
$301K +$18.4K +229 +7%
HWMG
2054
Hurlow Wealth Management Group
Indiana
$300K – – –
SIS
2055
Sound Income Strategies
Florida
$300K +$31.3K +390 +12%
WPA
2056
West Paces Advisors
Georgia
$297K – – –
GCC
2057
Game Creek Capital
Massachusetts
$295K -$42K -524 -13%
CC
2058
Claybrook Capital
Massachusetts
$295K – – –
GWM
2059
GSB Wealth Management
Connecticut
$295K – – –
EBSAM
2060
Eubel Brady & Suttman Asset Management
Ohio
$295K +$240 +3 +0.1%
FUBT
2061
First United Bank & Trust
Maryland
$293K – – –
TCPWM
2062
Traverso Chambers Private Wealth Management
California
$292K -$7.05K -88 -2%
DDPIC
2063
Deroy & Devereaux Private Investment Counsel
Michigan
$292K – – –
MVA
2064
Mount Vernon Associates
Maryland
$292K – – –
MA
2065
MONECO Advisors
Connecticut
$292K +$66.5K +830 +30%
TCOO
2066
Trust Company of Oklahoma
Oklahoma
$290K -$67.2K -838 -19%
OPA
2067
Old Port Advisors
Maine
$290K -$1.92K -24 -0.7%
ACA
2068
Anchor Capital Advisors
Massachusetts
$287K +$286K +3,572 New
SCM
2069
Sandler Capital Management
New York
$286K – – –
JMH
2070
J.M. Hartwell
New York
$286K +$24.9K +311 +10%
TC
2071
Truvestments Capital
Florida
$285K +$561 +7 +0.2%
LCP
2072
Legacy Capital Partners
Wisconsin
$284K – – –
NCM
2073
Novare Capital Management
North Carolina
$282K +$3.85K +48 +1%
OC
2074
Oarsman Capital
Wisconsin
$282K +$9.7K +121 +4%
ZF
2075
Zhang Financial
Michigan
$280K -$14.5K -181 -5%