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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
2076
Chickasaw Capital Management
Tennessee
$470K +$75.2K +2,051 +19%
WP
2077
Waycross Partners
Kentucky
$469K +$467K +12,745 New
Vanguard Capital Wealth Advisors
2078
Vanguard Capital Wealth Advisors
Colorado
$468K +$468K +12,750 New
AIM
2079
Aurora Investment Managers
Florida
$467K -$482K -13,144 -51%
RWA
2080
Redhawk Wealth Advisors
Minnesota
$467K +$167K +4,555 +56%
NFP
2081
Novak Financial Planning
Maryland
$466K +$464K +12,647 New
CPA
2082
Clear Perspective Advisors
Illinois
$465K +$57.4K +1,566 +14%
MFG
2083
Menard Financial Group
Texas
$464K -$80.4K -2,192 -15%
PIA
2084
Powell Investment Advisors
Florida
$464K -$44.2K -1,205 -9%
AWM
2085
Aevitas Wealth Management
Massachusetts
$463K -$201K -5,492 -30%
BA
2086
Bristlecone Advisors
Washington
$463K -$20.3K -554 -4%
CCM
2087
Cribstone Capital Management
Maine
$463K -$3.48K -95 -0.8%
AWG
2088
Altus Wealth Group
Colorado
$463K +$461K +12,566 New
QWM
2089
Quaker Wealth Management
New Jersey
$462K +$142K +3,872 +45%
PGA
2090
Portland Global Advisors
Maine
$461K -$24.8K -677 -5%
MAG
2091
Mayfair Advisory Group
Alabama
$461K +$28.6K +779 +7%
MC
2092
Middleton & Co
Massachusetts
$460K -$51.8K -1,412 -10%
GAG
2093
GM Advisory Group
New York
$460K +$66.6K +1,817 +17%
SICM
2094
Sustainable Insight Capital Management
New York
$459K +$457K +12,456 New
MFGM
2095
Marshall Financial Group (Maryland)
Maryland
$458K +$456K +12,443 New
HC
2096
Hoese & Co
Minnesota
$458K +$468K +12,756 New
BI
2097
Ballast Inc
Kentucky
$457K -$49.8K -1,359 -10%
PPCM
2098
Pillar Pacific Capital Management
California
$457K -$26.9K -732 -6%
PD
2099
Planning Directions
Pennsylvania
$456K -$12.3K -336 -3%
ESBC
2100
E.S. Barr & Co
Kentucky
$456K +$83.7K +2,282 +23%