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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1951
Concorde Asset Management
Michigan
$675K -$127K -6,710 -10%
TF
1952
TimeScale Financial
Massachusetts
$674K -$26.8K -1,420 -3%
AA
1953
Advisory Alpha
Michigan
$673K +$38.3K +2,030 +5%
DI
1954
Dalton Investments
Nevada
$673K +$838K +44,400 New
TC
1955
Truvestments Capital
Florida
$672K -$19.4K -1,030 -2%
SFG
1956
Sunburst Financial Group
Alabama
$672K +$59.6K +3,160 +8%
NC
1957
NinePointTwo Capital
California
$668K +$15.7K +830 +2%
RP
1958
Rowlandmiller & Partners
Georgia
$668K +$5.66K +300 +0.7%
ONGA
1959
O'Neil Global Advisors
California
$667K -$10.8M -572,520 -93%
CL
1960
Choreo LLC
Illinois
$667K +$46.6K +2,470 +6%
LS
1961
Leelyn Smith
Illinois
$666K +$31.9K +1,690 +4%
BFA
1962
Bragg Financial Advisors
North Carolina
$663K -$18.7K -990 -2%
GG
1963
Golden Green
South Carolina
$662K -$97.6K -5,170 -11%
EMFAT
1964
Emerald Mutual Fund Advisers Trust
Pennsylvania
$662K -$30.6K -1,620 -4%
HWA
1965
Heritage Wealth Advisors
Virginia
$662K +$97K +5,140 +13%
GCP
1966
Gill Capital Partners
Colorado
$661K
AWP
1967
Abacus Wealth Partners
California
$660K +$16.2K +860 +2%
IA
1968
Inspire Advisors
Idaho
$659K +$135K +7,150 +20%
OIM
1969
Oder Investment Management
California
$657K +$593K +31,400 +263%
OBWG
1970
Onyx Bridge Wealth Group
New York
$654K +$66.6K +3,530 +10%
LPIC
1971
LeJeune Puetz Investment Counsel
Michigan
$654K +$434K +23,000 +114%
MW
1972
Marks Wealth
Maryland
$653K -$255K -13,500 -24%
CIC
1973
Chilton Investment Company
Connecticut
$652K -$916K -48,520 -53%
CC
1974
Corton Capital
Ontario, Canada
$652K +$812K +43,030 New
FP
1975
Financial Perspectives
Minnesota
$651K