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Name Holding Trade Value Shares
Change
Change in
Stake
1IA
1876
1620 Investment Advisors
Massachusetts
$541K +$511K +18,544 +2,362%
PTP
1877
Platform Technology Partners
New York
$541K +$532K +19,322 New
MIM
1878
Montgomery Investment Management
Maryland
$540K
NCM
1879
Neumann Capital Management
California
$540K +$531K +19,301 New
EIP
1880
Easterly Investment Partners
Massachusetts
$540K -$22.4K -813 -4%
FP
1881
Financial Perspectives
Minnesota
$539K +$661 +24 +0.1%
KTA
1882
Keeley-Teton Advisors
Illinois
$539K
GSIAS
1883
Garden State Investment Advisory Services
New Jersey
$538K +$45K +1,634 +9%
MKC
1884
M. Kraus & Co
Vermont
$537K -$6.47K -235 -1%
PCM
1885
Perritt Capital Management
Illinois
$537K +$79.7K +2,896 +18%
IFPG
1886
Intrepid Financial Planning Group
Indiana
$537K -$5.59K -203 -1%
ACS
1887
Archford Capital Strategies
Illinois
$536K -$18.3K -665 -3%
FFO
1888
Fiduciary Family Office
Florida
$536K +$13.9K +504 +3%
MFC
1889
Mechanics Financial Corp
Ohio
$536K -$86.6K -3,145 -14%
CIP
1890
Convergence Investment Partners
Florida
$535K +$178K +6,451 +51%
BWA
1891
Beam Wealth Advisors
Louisiana
$535K +$526K +19,103 New
MSFP
1892
Mark Sheptoff Financial Planning
Connecticut
$533K
CFG
1893
Cooper Financial Group
California
$529K +$271K +9,831 +108%
ML
1894
McAdam LLC
Pennsylvania
$529K +$94.1K +3,418 +22%
LCM
1895
Lazari Capital Management
California
$529K +$14.8K +536 +3%
CWP
1896
Core Wealth Partners
California
$527K +$85.4K +3,102 +20%
KIG
1897
Kowal Investment Group
Wisconsin
$527K +$48.4K +1,757 +10%
MWM
1898
Modern Wealth Management
Kansas
$526K +$25K +909 +5%
OIS
1899
Okabena Investment Services
Minnesota
$525K +$517K +18,761 New
EIA
1900
Edgemoor Investment Advisors
Maryland
$524K -$63.2K -2,297 -11%