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Name Holding Trade Value Shares
Change
Change in
Stake
TW
2751
Towerpoint Wealth
California
$367K – – –
CFD
2752
Creative Financial Designs
Indiana
$367K +$14.8K +298 +5%
AAM
2753
Ascension Asset Management
New York
$366K – – –
OKSA
2754
O'Keefe Stevens Advisory
New York
$365K – – –
LWP
2755
Lumature Wealth Partners
Georgia
$364K – – –
PFC
2756
Phocas Financial Corp
California
$364K +$26K +524 +9%
WCG
2757
Weaver Consulting Group
California
$363K -$2.48K -50 -0.8%
GWM
2758
Gray Wealth Management
Maine
$362K +$12.2K +247 +4%
HC
2759
Hamilton Capital
Ohio
$362K +$304K +6,137 New
MIM
2760
Merrion Investment Management
New Jersey
$361K +$52K +1,050 +21%
FWM
2761
Fingerlakes Wealth Management
New York
$361K +$304K +6,133 New
ADBIC
2762
A.D. Beadell Investment Counsel
Wisconsin
$359K -$41.8K -843 -12%
RCM
2763
Requisite Capital Management
Texas
$358K – – –
CCM
2764
Carmel Capital Management
California
$357K +$300K +6,050 New
CCA
2765
Cottonwood Capital Advisors
Utah
$357K +$300K +6,051 New
CPA
2766
Capital Performance Advisors
California
$357K +$331K +6,681 New
PIFP
2767
Partners in Financial Planning
Virginia
$356K -$42.7K -862 -11%
PCFFS
2768
Pacific Center for Financial Services
California
$356K +$3.72K +75 +1%
COF
2769
Capital One Financial
Virginia
$356K +$11.1K +224 +4%
GC
2770
GFG Capital
Florida
$356K +$16.5K +334 +6%
QWM
2771
Quaker Wealth Management
New Jersey
$356K +$299K +6,033 New
BCM
2772
Bayesian Capital Management
New York
$354K -$1.43M -28,900 -83%
DS
2773
Dudley & Shanley
Florida
$354K – – –
CL
2774
COWA LLC
Oklahoma
$354K +$149 +3 +0.1%
KWM
2775
Keebeck Wealth Management
Illinois
$353K +$27K +544 +10%