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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
2101
Sigma Investment Counselors
Michigan
$269K +$9.4K +57 +4%
TFM
2102
TFC Financial Management
Massachusetts
$269K +$70.1K +425 +36%
CAM
2103
Close Asset Management
United Kingdom
$268K +$107K +650 +68%
RGF
2104
Retirement Guys Formula
Ohio
$268K +$265K +1,606 New
IIA
2105
Integral Investment Advisors
California
$268K +$266K +1,610 New
APG
2106
Abacus Planning Group
South Carolina
$267K -$1.48K -9 -0.6%
EBSAM
2107
Eubel Brady & Suttman Asset Management
Ohio
$267K -$495 -3 -0.2%
HCM
2108
Hengehold Capital Management
Ohio
$267K
KCM
2109
Karp Capital Management
California
$266K +$8.08K +49 +3%
APW
2110
Aurora Private Wealth
New Jersey
$266K +$264K +1,598 New
MAM
2111
Marotta Asset Management
Virginia
$266K +$9.57K +58 +4%
AIA
2112
AIMZ Investment Advisors
California
$265K
DCM
2113
Deuterium Capital Management
Florida
$265K +$262K +1,589 New
TNA
2114
True North Advisors
Texas
$265K +$262K +1,591 New
BFG
2115
Beacon Financial Group
Texas
$265K +$266K +1,612 New
HFG
2116
Heron Financial Group
New York
$264K +$4.45K +27 +2%
VNA
2117
Valley National Advisers
Pennsylvania
$262K +$2.64K +16 +1%
SWM
2118
Salvus Wealth Management
New Jersey
$262K +$259K +1,573 New
FCT
2119
First Community Trust
Iowa
$261K +$258K +1,567 New
EWM
2120
Endowment Wealth Management
Wisconsin
$261K +$258K +1,567 New
PCG
2121
Prosperity Consulting Group
Maryland
$261K +$289K +1,755 New
OWA
2122
Octavia Wealth Advisors
Ohio
$260K -$22.4K -136 -8%
LFS
2123
Legacy Financial Strategies
Kansas
$260K
AFS
2124
Access Financial Services
Minnesota
$260K +$257K +1,560 New
CCA
2125
Catalyst Capital Advisors
New York
$259K