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Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
1751
Institutional & Family Asset Management
Colorado
$13K – – –
IRC
1752
Investors Research Corp
Georgia
$13K – – –
WLPWM
1753
Walled Lake Planning & Wealth Management
Illinois
$13K – – –
VCM
1754
Vigilant Capital Management
Maine
$12K -$214K -1,934 -94%
MF
1755
Manchester Financial
California
$12K -$43.9K -398 -77%
CCMW
1756
Cypress Capital Management (Wyoming)
Wyoming
$12K – – –
BAM
1757
Bellevue Asset Management
Washington
$11K – – –
CFFP
1758
Center for Financial Planning
Michigan
$11K – – –
Kayne Anderson Rudnick Investment Management
1759
Kayne Anderson Rudnick Investment Management
California
$10K -$6.84K -62 -38%
JFGIW
1760
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10K -$5.85K -53 -35%
APW
1761
Acima Private Wealth
Virginia
$10K – – –
CHA
1762
Carmichael Hill & Associates
Maryland
$10K – – –
PP
1763
PrairieView Partners
Minnesota
$10K +$11K +100 New
AIS
1764
Accurate Investment Solutions
Pennsylvania
$10K +$11.5K +104 New
PH
1765
Pinnacle Holdings
Oklahoma
$9.57K – – –
FA
1766
Financial Advantage
Maryland
$9K – – –
LFG
1767
LifePlan Financial Group
Ohio
$9K – – –
ACA
1768
Atlas Capital Advisors
Wyoming
$8.23K -$284K -2,569 -97%
APWM
1769
Atlas Private Wealth Management
New York
$8K -$4.75K -43 -33%
BBA
1770
Braun-Bostich & Associates
Pennsylvania
$8K – – –
SWM
1771
Selective Wealth Management
Virginia
$8K – – –
TIM
1772
Tortoise Investment Management
New York
$6K – – –
WCM
1773
Wealthcare Capital Management
Virginia
$5K -$4.42K -40 -45%
FMTCOCP
1774
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K – – –
TI
1775
tru Independence
Oregon
$5K – – –