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Name Holding Trade Value Shares
Change
Change in
Stake
GKWIM
1751
Gerber Kawasaki Wealth & Investment Management
California
$847K -$144K -3,932 -15%
FFA
1752
Founders Financial Alliance
North Carolina
$847K +$3.89K +106 +0.5%
IFS
1753
Ifrah Financial Services
Arkansas
$846K -$56.3K -1,535 -6%
IP
1754
Investment Partners
Ohio
$846K -$42.3K -1,153 -5%
RCIM
1755
Red Cedar Investment Management
Michigan
$845K +$842K +22,947 New
OFG
1756
OmniStar Financial Group
North Carolina
$844K +$53.6K +1,460 +7%
BAM
1757
Beaumont Asset Management
Texas
$843K +$10.9K +296 +1%
WWM
1758
Windsor Wealth Management
Indiana
$843K +$20.7K +565 +3%
CBT
1759
Central Bank & Trust
Kentucky
$839K -$26.3K -718 -3%
PWM
1760
PBMares Wealth Management
Virginia
$839K +$53.1K +1,449 +7%
LRPA
1761
L. Roy Papp & Associates
Arizona
$837K
WCM
1762
Wisconsin Capital Management
Wisconsin
$837K +$600K +16,348 +256%
LG
1763
LaFleur & Godfrey
Michigan
$833K -$74.4K -2,029 -8%
DSN
1764
D. Scott Neal
Kentucky
$830K -$33.5K -912 -4%
BBI
1765
Baxter Bros Inc
Connecticut
$830K +$70.6K +1,924 +9%
LFA
1766
Legacy Financial Advisors
Kentucky
$825K -$118K -3,211 -13%
CCMD
1767
Cypress Capital Management (Delaware)
Delaware
$824K -$168K -4,581 -17%
VAG
1768
VisionPoint Advisory Group
Texas
$823K -$3.84M -104,778 -82%
LCM
1769
Lucas Capital Management
New Jersey
$823K +$821K +22,371 New
BST
1770
Bath Savings Trust
Maine
$817K +$64K +1,744 +9%
IGGA
1771
Iron Gate Global Advisors
Utah
$816K -$4.14K -113 -0.5%
XF
1772
XML Financial
Maryland
$813K -$24.4K -664 -3%
WWM
1773
Western Wealth Management
Colorado
$812K -$119K -3,237 -13%
W
1774
Wealthquest
Ohio
$811K -$30.4K -828 -4%
FC
1775
Fore Capital
New York
$810K +$807K +22,000 New