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Name Holding Trade Value Shares
Change
Change in
Stake
Eventide Asset Management
2901
Eventide Asset Management
Massachusetts
$520K +$288K +8,660 +239%
ECM
2902
Elgethun Capital Management
South Dakota
$518K -$163K -4,920 -29%
ACA
2903
Aspire Capital Advisors
Washington
$518K +$64.7K +1,950 +19%
HHAA
2904
Henry H. Armstrong Associates
Pennsylvania
$518K -$133K -4,000 -25%
SWM
2905
Shakespeare Wealth Management
Wisconsin
$518K +$118K +3,540 +41%
SFS
2906
Strategic Financial Services
New York
$517K -$16.6K -500 -4%
DWP
2907
Destiny Wealth Partners
Florida
$516K +$6.31K +190 +2%
HP
2908
Hyperion Partners
Pennsylvania
$516K +$73K +2,200 +22%
KWM
2909
KFG Wealth Management
Indiana
$512K -$320K -9,640 -44%
SFI
2910
SPC Financial Inc
Maryland
$512K -$27.6K -830 -6%
BIA
2911
Bell Investment Advisors
California
$511K -$1.66K -50 -0.4%
FZCM
2912
Flynn Zito Capital Management
New York
$510K -$4.65K -140 -1%
SC
2913
Shearwater Capital
Colorado
$508K – – –
RA
2914
Rational Advisors
New York
$508K -$1.95M -58,710 -83%
PAM
2915
Pinpoint Asset Management
Hong Kong
$508K -$199K -6,000 -33%
BCFD
2916
Boit C.F. David
$508K – – –
PS
2917
Planned Solutions
California
$508K – – –
OMC
2918
Oasis Management Company
Cayman Islands
$508K +$398K +12,000 New
AWS
2919
Arkfeld Wealth Strategies
Nebraska
$506K +$20.6K +620 +6%
CAC
2920
Core Alternative Capital
Georgia
$506K -$11K -330 -3%
ETIA
2921
Epic Trust Investment Advisors
Washington
$505K -$530K -15,970 -57%
FAG
2922
Financial Advisory Group
Texas
$505K – – –
EE
2923
EWG Elevate
California
$505K -$14.6K -440 -4%
RLWM
2924
RF&L Wealth Management
Massachusetts
$504K – – –
PHIC
2925
Pine Haven Investment Counsel
Massachusetts
$503K +$16.6K +500 +4%