Name Holding Trade Value Shares
Change
Change in
Stake
NAMM
2676
NorthStar Asset Management (Massachusetts)
Massachusetts
$205K +$206K +14,030 New
KA
2677
Kooman & Associates
Pennsylvania
$205K +$205K +14,010 New
MSFP
2678
Mark Sheptoff Financial Planning
Connecticut
$205K – – –
LAS
2679
Lloyd Advisory Services
Georgia
$204K +$205K +13,990 New
BWM
2680
BCGM Wealth Management
Indiana
$203K +$204K +13,880 New
HP
2681
HT Partners
Connecticut
$201K +$201K +13,720 New
MA
2682
MAS Advisors
Florida
$200K +$201K +13,680 New
OCM
2683
Osterweis Capital Management
California
$199K +$31.4K +2,140 +19%
JFG
2684
JDM Financial Group
Texas
$198K +$199K +13,560 New
RA
2685
Rise Advisors
New York
$198K -$880 -60 -0.4%
AAG
2686
Armstrong Advisory Group
Massachusetts
$190K +$191K +13,030 New
WSCM
2687
Wellington Shields Capital Management
New York
$187K -$73.3K -5,000 -28%
ICM
2688
Islay Capital Management
Texas
$186K – – –
BIA
2689
Bell Investment Advisors
California
$185K +$84.9K +5,790 +85%
HCA
2690
Heck Capital Advisors
Wisconsin
$183K +$3.37K +230 +2%
OIM
2691
Oder Investment Management
California
$178K -$468K -31,910 -72%
AWM
2692
Atticus Wealth Management
Florida
$178K -$98.7K -6,730 -36%
BCFD
2693
Boit C.F. David
$175K – – –
WPA
2694
West Paces Advisors
Georgia
$173K -$14.8K -1,010 -8%
SFCL
2695
Strengthening Families & Communities LLC
Massachusetts
$170K – – –
EE
2696
EWG Elevate
California
$169K +$170K +11,590 New
EARNEST Partners
2697
EARNEST Partners
Georgia
$163K – – –
MRCM
2698
M&R Capital Management
New Jersey
$161K -$36.7K -2,500 -18%
EL
2699
EMFO LLC
Florida
$161K – – –
SC
2700
Solstein Capital
California
$156K -$97.1K -6,620 -38%