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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
2501
Paulson Wealth Management
Illinois
$478K +$24.5K +473 +5%
RIM
2502
Rockbridge Investment Management
New York
$478K +$122K +2,343 +34%
SAM
2503
S.A. Mason
Michigan
$475K -$7.06K -136 -1%
APA
2504
Astoria Portfolio Advisors
New York
$475K +$476K +9,170 New
PCC
2505
Park Circle Company
Maryland
$471K
CCM
2506
Condor Capital Management
New Jersey
$471K +$146K +2,817 +45%
GFPC
2507
Global Financial Private Client
Florida
$470K
SPFA
2508
Summit Place Financial Advisors
New Jersey
$469K
EIM
2509
Ervin Investment Management
Washington
$467K
RWB
2510
RMR Wealth Builders
New Jersey
$467K +$41.4K +797 +10%
HCM
2511
Highview Capital Management
Illinois
$467K +$243K +4,684 +108%
ARG
2512
Advisory Resource Group
Oklahoma
$465K +$571 +11 +0.1%
CWG
2513
Cornerstone Wealth Group
North Carolina
$464K -$138K -2,664 -23%
PJSIMP
2514
P.J. Schmidt Investment Management (PJS)
Wisconsin
$463K -$8.09K -156 -2%
HCMG
2515
Howard Capital Management Group
California
$463K
ML
2516
McAdam LLC
Pennsylvania
$459K +$1.61K +31 +0.4%
KM
2517
Kalos Management
Georgia
$458K -$428K -8,253 -48%
ACA
2518
Affinity Capital Advisors
California
$457K +$5.66K +109 +1%
ACM
2519
Armbruster Capital Management
New York
$454K +$28.2K +543 +7%
OCM
2520
Orion Capital Management
California
$454K +$123K +2,380 +37%
GCM
2521
Gibraltar Capital Management
Oklahoma
$452K -$404K -7,794 -47%
AG
2522
Appleton Group
Wisconsin
$452K -$19.7K -380 -4%
EHWM
2523
Eads & Heald Wealth Management
Georgia
$451K -$118K -2,274 -21%
BIM
2524
Barton Investment Management
Pennsylvania
$450K
WW
2525
Westshore Wealth
California
$447K -$33.1K -637 -7%