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Name Holding Trade Value Shares
Change
Change in
Stake
EAM
2901
Empirical Asset Management
Massachusetts
$211K +$234K +4,818 New
CCA
2902
Conservest Capital Advisors
Pennsylvania
$210K -$257K -5,287 Closed
GBWM
2903
Granite Bay Wealth Management
New Hampshire
$210K -$14.6K -300 -6%
FSC
2904
Full Sail Capital
Oklahoma
$210K
HCM
2905
HMS Capital Management
Tennessee
$210K
GSWM
2906
Greenup Street Wealth Management
Michigan
$210K +$194 +4 +0.1%
LODC
2907
Lanham O'Dell & Company
West Virginia
$210K +$233K +4,805 New
DCM
2908
Deuterium Capital Management
Florida
$209K -$230K -4,741 -50%
LWP
2909
Legacy Wealth Planning
Nevada
$209K -$22.1K -455 -9%
CAM
2910
Concorde Asset Management
Michigan
$209K +$232K +4,781 New
3F
2911
360 Financial
Minnesota
$208K +$22.8K +470 +11%
IWP
2912
Insight Wealth Partners
Texas
$207K
TAM
2913
Townsend Asset Management
North Carolina
$207K
WCF
2914
West Coast Financial
California
$207K
SIG
2915
Spinnaker Investment Group
California
$207K +$230K +4,728 New
RCM
2916
Requisite Capital Management
Texas
$207K +$230K +4,741 New
AIM
2917
Axiom Investment Management
New York
$206K -$558K -11,489 -71%
PWA
2918
PCG Wealth Advisors
Kansas
$206K +$228K +4,698 New
SHIM
2919
Stone House Investment Management
Pennsylvania
$205K +$49 +1 +0%
HNWA
2920
Henrickson Nauta Wealth Advisors
Michigan
$205K +$632 +13 +0.3%
CPC
2921
Consolidated Planning Corp
Georgia
$205K +$40.1K +826 +21%
PIP
2922
Peachtree Investment Partners
Florida
$204K -$107K -2,212 -32%
HC
2923
Hamilton Capital
Ohio
$204K -$67.6K -1,392 -23%
SFC
2924
SYM Financial Corp
Indiana
$204K -$1.41K -29 -0.6%
CB
2925
Cooke & Bieler
Pennsylvania
$204K