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Name Holding Trade Value Shares
Change
Change in
Stake
CCMI
2826
Creative Capital Management Investments
California
$679K – – –
DJSG
2827
D.J. St. Germain
Massachusetts
$678K +$281K +6,280 +67%
SFA
2828
Source Financial Advisors
New York
$678K +$21.5K +480 +3%
PAM
2829
Peak Asset Management
Colorado
$675K -$39K -870 -5%
Martingale Asset Management
2830
Martingale Asset Management
Massachusetts
$672K -$205K -4,570 -23%
BLAM
2831
Bourne Lent Asset Management
New York
$672K – – –
EM
2832
ELCO Management
New York
$671K +$3.14K +70 +0.5%
MC
2833
Merlin Capital
Rhode Island
$669K -$28.7K -640 -4%
MFWM
2834
Motley Fool Wealth Management
Virginia
$668K +$76.2K +1,700 +12%
ETIA
2835
Epic Trust Investment Advisors
Washington
$668K +$154K +3,430 +29%
VP
2836
Verum Partners
North Carolina
$666K +$445K +9,940 +185%
EIA
2837
Edgemoor Investment Advisors
Maryland
$666K +$65K +1,450 +10%
PAM
2838
Palisade Asset Management
Minnesota
$665K -$14.8K -330 -2%
LL
2839
LWMG LLC
Minnesota
$664K +$16.6K +370 +2%
FCM
2840
Fourpath Capital Management
Oklahoma
$664K -$107K -2,390 -14%
AC
2841
ASB Consultores
Florida
$662K +$29.6K +660 +5%
CHA
2842
Cooper/Haims Advisors
New York
$661K -$40.8K -910 -6%
LTI
2843
Laffer Tengler Investments
Tennessee
$660K +$26.9K +600 +4%
LF
2844
Lee Financial
Texas
$660K +$34.5K +770 +5%
OTL
2845
Oak Thistle LLC
New York
$659K +$309K +6,890 +83%
MSFP
2846
Mark Sheptoff Financial Planning
Connecticut
$658K -$123K -2,750 -15%
BWM
2847
BlackDiamond Wealth Management
New York
$657K +$63.2K +1,410 +10%
UW
2848
Unique Wealth
Florida
$657K +$677K +15,100 New
WA
2849
Waddell & Associates
Tennessee
$656K +$102K +2,280 +18%
RAG
2850
RIA Advisory Group
Iowa
$656K +$78.4K +1,750 +13%