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Name Holding Trade Value Shares
Change
Change in
Stake
EW
2126
Evoke Wealth
California
$411K +$40.3K +514 +11%
OCM
2127
Osterweis Capital Management
California
$409K -$573K -7,310 -59%
SWK
2128
Stephen W. Kidder
$408K
3F
2129
360 Financial
Minnesota
$406K
SFG
2130
Summit Financial Group
West Virginia
$402K -$9.48K -121 -2%
FPFS
2131
First Personal Financial Services
North Carolina
$401K +$8.22K +105 +2%
RGIA
2132
Rainier Group Investment Advisory
Washington
$400K +$83.7K +1,068 +27%
MGAM
2133
McGowan Group Asset Management
Texas
$396K +$9.63K +123 +3%
HFRG
2134
Houlihan Financial Resource Group
Virginia
$396K +$400K +5,113 New
GPA
2135
Garrison Point Advisors
California
$393K +$78 +1 +0%
NCM
2136
Novare Capital Management
North Carolina
$393K +$27.3K +348 +8%
FC
2137
Ferris Capital
Massachusetts
$389K +$12.8K +163 +3%
PGWM
2138
Parisi Gray Wealth Management
New Jersey
$388K -$12.9K -165 -3%
SIP
2139
Stoneridge Investment Partners
Pennsylvania
$387K -$533K -6,800 -58%
LG
2140
Leuthold Group
Minnesota
$387K -$10.6K -135 -3%
MTC
2141
McDaniel Terry & Co
Texas
$387K
AW
2142
Alpha Windward
Massachusetts
$387K +$2.74K +35 +0.7%
CCM
2143
Carlson Capital Management
Minnesota
$386K -$56.6K -722 -13%
SCM
2144
SOL Capital Management
Maryland
$386K
TAM
2145
Taurus Asset Management
New York
$386K
LAIC
2146
Lederer & Associates Investment Counsel
California
$386K +$32K +408 +9%
ITIM
2147
Indiana Trust & Investment Management
Indiana
$385K
SA
2148
Shilanski & Associates
Alaska
$384K -$78 -1 -0%
LWA
2149
Lineweaver Wealth Advisors
Ohio
$384K +$64.4K +822 +20%
SIM
2150
Sadoff Investment Management
Wisconsin
$382K -$20.1K -257 -5%