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Name Holding Trade Value Shares
Change
Change in
Stake
LD
3026
Lipe & Dalton
New York
$509K +$22.4K +500 +4%
BLC
3027
Brown, Lisle/Cummings
Rhode Island
$509K +$20.2K +450 +4%
IAG
3028
Investment Advisory Group
Massachusetts
$508K +$87.8K +1,960 +20%
OIM
3029
Oder Investment Management
California
$507K – – –
ME
3030
McIlrath & Eck
Washington
$507K +$66.3K +1,480 +15%
DWP
3031
Destiny Wealth Partners
Florida
$506K – – –
SC
3032
Solstein Capital
California
$506K – – –
PGIM Custom Harvest
3033
PGIM Custom Harvest
New Jersey
$505K +$56K +1,250 +12%
MIM
3034
Martin Investment Management
Florida
$505K – – –
MPM
3035
MBB Public Markets
Illinois
$505K – – –
WTFG
3036
Wells Trecaso Financial Group
Ohio
$504K +$2.24K +50 +0.4%
WPC
3037
White Pine Capital
Minnesota
$504K +$113K +2,530 +28%
HWM
3038
Horizon Wealth Management
Illinois
$504K +$110K +2,460 +27%
TCMP
3039
Thrive Capital Management (Pennsylvania)
Pennsylvania
$503K +$131K +2,930 +34%
MCA
3040
Magnolia Capital Advisors
Mississippi
$503K +$82.9K +1,850 +18%
SWMG
3041
Sanchez Wealth Management Group
Florida
$502K – – –
SMG
3042
Smart Money Group
Texas
$499K +$29.6K +660 +6%
Eventide Asset Management
3043
Eventide Asset Management
Massachusetts
$498K -$37.2K -830 -7%
EA
3044
Emerald Advisors
Washington
$497K -$70.8K -1,580 -12%
GIM
3045
Goelzer Investment Management
Indiana
$497K +$274K +6,120 +115%
Algert Global
3046
Algert Global
California
$497K -$4.04M -90,270 -89%
HP
3047
Hyperion Partners
Pennsylvania
$496K -$34.9K -780 -6%
GB
3048
Goepper Burkhardt
South Carolina
$496K +$15.7K +350 +3%
WA
3049
Wealthstar Advisors
Texas
$494K +$509K +11,360 New
SL
3050
Sonnipe Ltd
Isle Of Man
$494K -$118K -2,630 -19%