Name Holding Trade Value Shares
Change
Change in
Stake
CCM
5051
Check Capital Management
California
$215K +$221K +1,600 New
CT
5052
ClearAlpha Technologies
Connecticut
$215K -$327K -2,370 -60%
MIOT
5053
Massachusetts Institute of Technology
Massachusetts
$215K +$221K +1,600 New
LFWA
5054
LBJ Family Wealth Advisors
Texas
$214K +$219K +1,592 New
AL
5055
ADE LLC
Maryland
$214K +$219K +1,590 New
SA
5056
swisspartners Advisors
Switzerland
$213K – – –
PIM
5057
Platinum Investment Management
Australia
$212K +$114K +826 +109%
WAM
5058
Wilsey Asset Management
California
$212K +$218K +1,582 New
AIA
5059
Arbor Investment Advisors
North Carolina
$211K +$216K +1,568 New
PFA
5060
Professional Financial Advisors
Nebraska
$210K +$216K +1,564 New
ATC
5061
Advantage Trust Company
Kansas
$209K – – –
CB
5062
Centennial Bank
Arkansas
$209K +$10.6K +77 +5%
AFFA
5063
ALM First Financial Advisors
Texas
$208K +$214K +1,550 New
FI
5064
Fosun International
China
$208K +$214K +1,550 New
WG
5065
Watchman Group
Texas
$208K +$214K +1,549 New
RIM
5066
RW Investment Management
Idaho
$207K +$213K +1,545 New
SCA
5067
Strathmore Capital Advisors
North Carolina
$207K +$213K +1,545 New
SFP
5068
Sterling Financial Planning
New Jersey
$207K +$213K +1,543 New
TA
5069
Tectonic Advisors
Texas
$207K -$104K -752 -33%
MPW
5070
Melone Private Wealth
Michigan
$207K +$212K +1,541 New
AFA
5071
AllGen Financial Advisors
Florida
$207K +$212K +1,540 New
SEA
5072
Stegent Equity Advisors
Texas
$207K -$245K -1,779 -54%
WFS
5073
Walker Financial Services
Kentucky
$206K +$211K +1,534 New
ACA
5074
Anchor Capital Advisors
Massachusetts
$205K +$211K +1,530 New
ACM
5075
Armbruster Capital Management
New York
$205K +$211K +1,530 New