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Name Holding Trade Value Shares
Change
Change in
Stake
W
1726
WealthOne
New York
$833K -$17.9K -63 -2%
BOS
1727
Bank of Stockton
California
$833K +$25.5K +90 +3%
GWMIA
1728
Global Wealth Management Investment Advisory
Florida
$833K +$132K +467 +17%
RHBC
1729
R.H. Bluestein & Co
Michigan
$830K -$25.8K -91 -3%
ACM
1730
Allred Capital Management
Texas
$830K +$76K +268 +9%
HIC
1731
Holderness Investments Company
North Carolina
$829K +$10.2K +36 +1%
WA1
1732
Wimmer Associates 1
California
$829K +$21.3K +75 +2%
HCM
1733
Hall Capital Management
Rhode Island
$828K +$37.2K +131 +4%
CHJWM
1734
Carlton Hofferkamp & Jenks Wealth Management
Texas
$828K +$232K +819 +29%
JDR
1735
Jay D. Rosenbaum
$827K -$12.8K -45 -1%
OCM
1736
One Capital Management
California
$819K -$5.11K -18 -0.6%
WPW
1737
Warther Private Wealth
Ohio
$819K +$103K +364 +13%
PWM
1738
Prentice Wealth Management
New York
$818K +$15K +53 +2%
CAGAS
1739
Capital Advisory Group Advisory Services
Minnesota
$818K +$66.7K +235 +8%
SVWAG
1740
Sound View Wealth Advisors Group
Georgia
$815K +$47.1K +166 +6%
SGCA
1741
Steel Grove Capital Advisors
Tennessee
$814K +$21.3K +75 +2%
WCM
1742
Washburn Capital Management
Florida
$812K -$21.3K -75 -2%
RA
1743
RFG Advisory
Alabama
$812K -$13.3K -47 -1%
NPA
1744
Nichols & Pratt Advisers
Massachusetts
$808K +$22.7K +80 +3%
MCA
1745
Magnolia Capital Advisors
Mississippi
$808K +$881K +3,105 New
SIG
1746
Sargent Investment Group
Maryland
$807K +$142K +500 +19%
CWM
1747
Centric Wealth Management
Illinois
$804K
DIP
1748
DT Investment Partners
Pennsylvania
$804K +$877K +3,090 New
CC
1749
Caxton Corporation
New Jersey
$796K -$567 -2 -0.1%
OCM
1750
Orchard Capital Management
Illinois
$796K