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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
2451
Liberty Wealth Management
California
$238K – – –
DIM
2452
Delta Investment Management
California
$237K -$12.7K -357 -5%
WOSD
2453
WFA of San Diego
California
$237K +$232K +6,542 New
RTS
2454
Round Table Services
New Jersey
$236K +$231K +6,506 New
BAMG
2455
Brand Asset Management Group
Missouri
$235K – – –
CM
2456
Castleark Management
Illinois
$235K – – –
WC
2457
Weil Company
California
$235K +$10.7K +300 +5%
TIM
2458
Total Investment Management
Arizona
$235K +$14.6K +410 +6%
AAM
2459
Ascension Asset Management
New York
$235K +$231K +6,493 New
NPF
2460
Norris Perne & French
Michigan
$234K -$505K -14,212 -69%
CWP
2461
Capital Wealth Planning
Florida
$232K – – –
SHIM
2462
Stone House Investment Management
Pennsylvania
$232K – – –
WCG
2463
Weaver Consulting Group
California
$231K +$20.3K +573 +10%
QT
2464
Quantamental Technologies
New York
$231K +$227K +6,385 New
WI
2465
WBI Investments
New Jersey
$230K -$8.36M -235,420 -97%
MCM
2466
Mainstay Capital Management
Michigan
$230K -$10K -283 -4%
CWC
2467
Carolinas Wealth Consulting
North Carolina
$230K +$6.57K +185 +3%
SA
2468
SRH Advisors
Kansas
$230K +$186K +5,240 +469%
SG
2469
Somerset Group
Minnesota
$230K +$226K +6,352 New
TW
2470
Towerpoint Wealth
California
$229K -$11.8K -331 -5%
CWM
2471
Collaborative Wealth Management
Florida
$229K +$157K +4,428 New
MAM
2472
MMA Asset Management
Pennsylvania
$228K -$49.1K -1,383 -18%
RCM
2473
RB Capital Management
Nevada
$228K -$14K -395 -6%
HG
2474
Harbor Group
New Hampshire
$228K -$1.6K -45 -0.8%
CB
2475
Cooke & Bieler
Pennsylvania
$228K – – –