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Name Holding Trade Value Shares
Change
Change in
Stake
DHGWA
3026
Dixon Hughes Goodman Wealth Advisors
North Carolina
$44K +$40.7K +1,480 New
WIM
3027
Westside Investment Management
California
$43.2K – – –
FPFS
3028
First Personal Financial Services
North Carolina
$41K – – –
LFG
3029
Leverty Financial Group
Wisconsin
$41K +$38.5K +1,400 New
ECU
3030
Eisler Capital (UK)
United Kingdom
$41K +$2.86M +104,050 +291%
HVM
3031
Harvest Volatility Management
Connecticut
$38.1K -$31.7M -1,152,620 -100%
PG
3032
Proffitt & Goodson
Tennessee
$38K -$47.3K -1,720 -57%
TIM
3033
Tortoise Investment Management
New York
$38K +$4.4K +160 +14%
CAM
3034
Costello Asset Management
Pennsylvania
$38K +$8.26K +300 +30%
COCM
3035
Charter Oak Capital Management
New Hampshire
$38K +$28.6K +1,040 +400%
FCFS
3036
First Command Financial Services
Texas
$37K -$2.42M -87,950 -99%
IA
3037
IFS Advisors
Kansas
$37K +$35.2K +1,280 New
MAM
3038
Marquette Asset Management
Minnesota
$35K – – –
HF
3039
Halpern Financial
Virginia
$29.4K +$27.5K +1,000 New
FCMT
3040
Founders Capital Management (Texas)
Texas
$29K – – –
ARIS
3041
Advanced Research Investment Solutions
California
$29K +$27.5K +1,000 New
CL
3042
CSS LLC
Illinois
$29K +$27.5K +1,000 New
AW
3043
Avion Wealth
Texas
$28K -$23.4K -850 -47%
LS
3044
Leelyn Smith
Illinois
$28K +$8.26K +300 +47%
PB
3045
Pinnacle Bancorp
Nebraska
$26K -$7.15K -260 -23%
RK
3046
Rather & Kittrell
Tennessee
$26K +$24.8K +900 New
DI
3047
Disciplined Investments
Oklahoma
$25K +$23.4K +850 New
HC
3048
Hoese & Co
Minnesota
$21K +$19.8K +720 New
CI
3049
Cordant Inc
Oregon
$20K – – –
AFS
3050
Annapolis Financial Services
Maryland
$18K – – –