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Name Holding Trade Value Shares
Change
Change in
Stake
SHIM
2151
Stone House Investment Management
Pennsylvania
$230K +$2.44K +67 +1%
PAG
2152
Pinnacle Advisory Group
Maryland
$230K +$8.11K +223 +3%
CWA
2153
Clarus Wealth Advisors
Arizona
$230K +$233K +6,397 +1,887%
FCIM
2154
Fairview Capital Investment Management
California
$229K – – –
NPF
2155
Norris Perne & French
Michigan
$229K +$20.1K +553 +9%
EBSAM
2156
Eubel Brady & Suttman Asset Management
Ohio
$228K +$291 +8 +0.1%
BCM
2157
Blume Capital Management
California
$225K – – –
IWS
2158
Insight Wealth Strategies
California
$225K +$240K +6,598 New
CA
2159
Crewe Advisors
Utah
$224K -$1.46K -40 -0.6%
DIM
2160
Delta Investment Management
California
$224K +$4.14K +114 +2%
MCM
2161
Mainstay Capital Management
Michigan
$223K – – –
HPIA
2162
Hamilton Point Investment Advisors
North Carolina
$223K +$55.2K +1,518 +30%
OKSA
2163
O'Keefe Stevens Advisory
New York
$222K – – –
RCM
2164
Requisite Capital Management
Texas
$219K – – –
SCM
2165
Sandler Capital Management
New York
$219K – – –
SEM
2166
Suncoast Equity Management
Florida
$219K +$5.56K +153 +2%
LIA
2167
LBMC Investment Advisors
Tennessee
$218K -$36.6K -1,007 -14%
AIM
2168
Advantage Investment Management
Iowa
$218K -$12.5K -344 -5%
SFG
2169
StrategIQ Financial Group
Indiana
$217K -$16.7K -460 -7%
RIS
2170
Retirement Income Solutions
Michigan
$217K +$231K +6,360 New
PGCM
2171
Prescott Group Capital Management
Oklahoma
$216K – – –
SSG
2172
Summit Securities Group
New York
$216K +$11.5K +316 +5%
AWA
2173
AmeriServ Wealth Advisors
Pennsylvania
$216K +$230K +6,331 New
CWM
2174
Cabot Wealth Management
Massachusetts
$214K -$41.2K -1,132 -15%
FMP
2175
Financial Management Professionals
Texas
$214K -$4.62K -127 -2%