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Name Holding Trade Value Shares
Change
Change in
Stake
IWM
701
IHT Wealth Management
Illinois
$398K -$234 -2 -0.1%
ONSWM
702
Old North State Wealth Management
North Carolina
$397K +$1.17K +10 +0.3%
CICI
703
Capital Investment Counsel Inc
North Carolina
$396K
APWM
704
Argonautica Private Wealth Management
Massachusetts
$396K -$60.8K -520 -15%
AI
705
Accredited Investors
Minnesota
$395K +$1.64K +14 +0.5%
BFA
706
Bill Few Associates
Pennsylvania
$394K +$23.4K +200 +7%
HPC
707
HM Payson & Co
Maine
$392K
HCMT
708
Highland Capital Management (Tennessee)
Tennessee
$392K +$5.84K +50 +2%
MFG
709
Merit Financial Group
Georgia
$391K +$352K +3,015 New
SCP
710
Sivia Capital Partners
California
$390K +$352K +3,011 New
CCM
711
Canal Capital Management
Virginia
$390K
JWM
712
Jeppson Wealth Management
California
$389K +$41.5K +355 +13%
GFA
713
Gifford Fong Associates
California
$389K
DI
714
Disciplined Investors
Texas
$389K
LCM
715
Logan Capital Management
Pennsylvania
$389K
MMG
716
Monetary Management Group
Missouri
$389K
PT
717
Plimoth Trust
Massachusetts
$389K +$14.6K +125 +4%
SWP
718
Sagespring Wealth Partners
Tennessee
$386K -$35.9K -307 -9%
First Manhattan
719
First Manhattan
New York
$382K +$75.4K +645 +28%
BFS
720
Bradley Foster & Sargent
Connecticut
$381K -$15K -128 -4%
TYCC
721
Texas Yale Capital Corp
Florida
$380K
WP
722
Westmount Partners
California
$379K +$342K +2,929 New
FFG
723
Fiduciary Financial Group
California
$367K +$65.1K +557 +26%
CA
724
Cannon Advisors
North Carolina
$367K -$18.6K -159 -5%
GIA
725
Gladstone Institutional Advisory
Florida
$365K +$15.1K +129 +5%