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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1851
Tradition Wealth Management
Minnesota
$263K +$63K +727 +34%
SPWM
1852
Schrum Private Wealth Management
Florida
$263K – – –
M
1853
MOTCO
Texas
$262K -$45.7K -527 -15%
JA
1854
JVL Associates
Michigan
$262K +$3.12K +36 +1%
OFS
1855
Orrstown Financial Services
Pennsylvania
$262K -$31.6K -365 -11%
FMN
1856
Financial Management Network
California
$262K +$5.98K +69 +3%
CA
1857
Capital Advantage
California
$262K +$248K +2,857 New
SFI
1858
SPC Financial Inc
Maryland
$262K +$248K +2,857 New
SXL
1859
Summit X LLC
Missouri
$262K -$62.5K -721 -20%
MAG
1860
M3 Advisory Group
Massachusetts
$260K -$14.2K -164 -5%
CFS
1861
CRA Financial Services
New Jersey
$260K +$2.34K +27 +1%
LCM
1862
Liberty Capital Management
Michigan
$259K -$1.04K -12 -0.4%
VSQM
1863
V-Square Quantitative Management
Illinois
$259K +$52.6K +607 +27%
HPM
1864
Hudson Portfolio Management
New York
$259K -$20.4K -235 -8%
MMPW
1865
Mitchell McLeod Pugh & Williams
Alabama
$259K +$173 +2 +0.1%
ACS
1866
Archford Capital Strategies
Illinois
$258K +$65.9K +760 +37%
HA
1867
Herold Advisors
New York
$258K +$53.9K +622 +28%
EWA
1868
Exencial Wealth Advisors
Oklahoma
$258K +$12.8K +148 +6%
MTWM
1869
Masso Torrence Wealth Management
New Jersey
$257K +$2.08K +24 +0.9%
PCP
1870
Proficio Capital Partners
Massachusetts
$257K -$442K -5,099 -65%
TWP
1871
Tempus Wealth Planning
California
$256K -$8.23K -95 -3%
HWMO
1872
Heritage Wealth Management (Ohio)
Ohio
$256K – – –
AM
1873
Atwater Malick
Pennsylvania
$255K – – –
LIA
1874
LS Investment Advisors
Michigan
$255K +$241K +2,785 New
PAM
1875
Parvin Asset Management
South Dakota
$255K -$1.99K -23 -0.8%