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Name Holding Trade Value Shares
Change
Change in
Stake
ABLA
2101
Alan B. Lancz & Associates
Ohio
$318K – – –
WSCM
2102
Wellington Shields Capital Management
New York
$318K -$77.8K -2,973 -18%
MF
2103
Manchester Financial
California
$317K +$9.55K +365 +3%
GI
2104
Gradient Investments
Minnesota
$316K +$35.2K +1,346 +11%
FAT
2105
First American Trust
California
$316K -$11.4K -435 -3%
CMBA
2106
C.M. Bidwell & Associates
Hawaii
$316K +$44.1K +1,687 +15%
EAM
2107
Empirical Asset Management
Massachusetts
$315K +$110K +4,189 +47%
CS
2108
Capital Square
Tennessee
$315K -$7.19K -275 -2%
LRPA
2109
L. Roy Papp & Associates
Arizona
$315K -$6.28K -240 -2%
CAC
2110
Core Alternative Capital
Georgia
$315K +$37.9K +1,450 +12%
OW
2111
Olistico Wealth
Oklahoma
$314K – – –
CA
2112
Crewe Advisors
Utah
$314K +$19.9K +762 +6%
LRIC
2113
Long Road Investment Counsel
Michigan
$314K – – –
FPW
2114
Flywheel Private Wealth
California
$313K -$13.1K -500 -4%
BC
2115
Barrett & Company
Rhode Island
$312K -$1.67K -64 -0.5%
KCAM
2116
Kagan Cocozza Asset Management
New Jersey
$311K -$47.8K -1,828 -12%
HHCP
2117
Hilton Head Capital Partners
South Carolina
$311K -$10.4K -397 -3%
BPW
2118
BlueDoor Private Wealth
Massachusetts
$310K -$12.8K -490 -4%
FHC
2119
First Heartland Consultants
Missouri
$309K -$8.08K -309 -2%
CAM
2120
Concorde Asset Management
Michigan
$309K +$115K +4,378 +52%
WMA
2121
West Michigan Advisors
Michigan
$309K +$78.1K +2,984 +30%
MIM
2122
MTM Investment Management
South Carolina
$309K +$157 +6 +0%
AG
2123
AmeriFlex Group
Nevada
$308K +$1.54K +59 +0.5%
Vanguard National Trust
2124
Vanguard National Trust
Pennsylvania
$308K +$5.23K +200 +2%
TWM
2125
Tradition Wealth Management
Minnesota
$308K +$17.3K +660 +5%