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Name Holding Trade Value Shares
Change
Change in
Stake
JCM
976
Jacobi Capital Management
Pennsylvania
$305K +$20.7K +287 +7%
WP
977
Westmount Partners
California
$305K -$7.71K -107 -2%
RA
978
Ransom Advisory
Rhode Island
$305K
FG
979
Foster Group
Iowa
$305K +$9.51K +132 +3%
SDAM
980
Shulman DeMeo Asset Management
New York
$304K -$432 -6 -0.1%
EHAM
981
Eagle Harbor Asset Management
Washington
$304K -$8.57K -119 -3%
BCM
982
Brookstone Capital Management
Illinois
$303K +$11.8K +164 +4%
SSC
983
Syverson Strege & Co
Iowa
$303K -$50.4K -700 -14%
DI
984
Diligent Investors
California
$302K -$7.2K -100 -2%
DTC
985
Davidson Trust Company
Washington
$299K
HC
986
Hara Capital
Washington
$298K -$8.64K -120 -3%
SWMP
987
Signature Wealth Management Partners
New Jersey
$298K
CGA
988
Crescent Grove Advisors
Illinois
$298K -$113K -1,563 -27%
AWM
989
AllSquare Wealth Management
New York
$297K
CAM
990
Concorde Asset Management
Michigan
$297K +$297K +4,123 New
DA
991
Doliver Advisors
Texas
$296K
LI
992
Lafayette Investments
Maryland
$293K
IAP
993
Indie Asset Partners
Indiana
$291K
GWP
994
Gateway Wealth Partners
Wisconsin
$291K -$10.3K -143 -3%
GF
995
Goodman Financial
Texas
$290K
FMP
996
Financial Management Professionals
Texas
$290K +$1.8K +25 +0.6%
AWM
997
Angeles Wealth Management
California
$290K -$1.8K -25 -0.6%
ETS
998
ESL Trust Services
New York
$289K +$4.39K +61 +2%
NAM
999
NorthCrest Asset Manangement
Minnesota
$288K +$27.2K +378 +11%
SWA
1000
Sax Wealth Advisors
New Jersey
$287K -$10.6K -147 -4%