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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1701
Wolverine Asset Management
Illinois
$549K +$597K +22,809 New
ABC
1702
Anchor Bay Capital
California
$549K +$522K +19,965 New
IRP
1703
Investment Research Partners
Pennsylvania
$548K +$190K +7,250 +47%
VW
1704
Vantus Wealth
Pennsylvania
$547K +$595K +22,727 New
LOWM
1705
Laurel Oak Wealth Management
New Jersey
$545K +$9.55K +365 +2%
TIA
1706
Traphagen Investment Advisors
New Jersey
$545K +$1.13K +43 +0.2%
GJWM
1707
Gilliland Jeter Wealth Management
Arkansas
$543K +$811 +31 +0.1%
BSSFA
1708
Baron Silver Stevens Financial Advisors
Florida
$543K -$7.85K -300 -1%
AMBIA
1709
Allen Mooney & Barnes Investment Advisors
Georgia
$543K -$88.5K -3,385 -13%
PWPS
1710
Pinnacle Wealth Planning Services
Ohio
$542K -$54.3K -2,076 -8%
AWM
1711
Allen Wealth Management
North Carolina
$541K -$172K -6,576 -23%
MA
1712
MBA Advisors
Pennsylvania
$541K +$15.9K +608 +3%
QIM
1713
Quest Investment Management
Oregon
$539K -$210K -8,025 -26%
CCM
1714
Crabel Capital Management
California
$538K +$585K +22,355 New
AWAP
1715
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$538K -$16.4K -628 -3%
AFC
1716
Ares Financial Consulting
California
$538K -$1.13K -43 -0.2%
HNB
1717
Hilltop National Bank
Wyoming
$538K +$88.3K +3,376 +18%
ANBT
1718
American National Bank & Trust
Texas
$536K +$1.96K +75 +0.3%
CFM
1719
Capricorn Fund Managers
United Kingdom
$533K -$3.76M -143,600 -87%
AWMNY
1720
Arcadia Wealth Management (New York)
New York
$531K -$26.2K -1,000 -4%
HIM
1721
Harbour Investment Management
Washington
$530K -$11.8K -450 -2%
FFA
1722
Fragasso Financial Advisors
Pennsylvania
$530K -$20.4K -780 -3%
EC
1723
Estate Counselors
Wisconsin
$530K +$183K +7,000 +47%
AAA
1724
American Alpha Advisors
New York
$530K +$4.63K +177 +0.8%
KMWM
1725
Keudell/Morrison Wealth Management
Oregon
$529K +$28.7K +1,099 +5%